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Technology & AI
Cerebras Earnings Preview: OpenAI Meets Margins
Technology & AI
Ishan Majumdar
-
August 12, 2026
Cerebras Systems is heading into its second earnings report as a public company...
Super Micro Earnings Preview: $60 Billion Orders Face Real Test
Technology & AI
Ishan Majumdar
-
August 11, 2026
Super Micro Computer reports fiscal Q4 and full-year 2026 results Tuesday after the...
CoreWeave Earnings Preview: $99 Billion Backlog Profitability Test!
Technology & AI
Ishan Majumdar
-
August 10, 2026
CoreWeave reports second-quarter results Tuesday, August 11, after the close, with Wall Street...
Load more
M&A
Rogers MLSE Acquisition Tests Sports Media Ambitions
M&A
Ishan Majumdar
-
July 8, 2026
Rogers Communications (NYSE:RCI) just moved closer to full control of one of Canada’s...
Novartis’ $1.5 Billion Myricx Deal Tests Oncology Pipeline
M&A
Ishan Majumdar
-
July 6, 2026
Novartis (NYSE:NVS) has made another clear move toward oncology depth, agreeing to acquire...
Kroger’s Giant Eagle Acquisition: Scale Or Risk?
M&A
Ishan M.
-
July 2, 2026
Kroger (NYSE:KR) is back in the grocery consolidation spotlight after confirming plans to...
Load more
Microcaps
MindForge Stock Analysis: What’s Behind the 42% Surge?
Microcaps
Ishan Majumdar
-
August 17, 2026
MindForge Inc. (NASDAQ: MF), the subject of this MindForge Stock Analysis, has suddenly...
Inovio FDA Approval: October 30 Could Change Everything
Microcaps
Ishan Majumdar
-
August 17, 2026
Inovio Pharmaceuticals, Inc. (NASDAQ: INO) has suddenly become the kind of biotech stock...
Abits AI Mining: Could Bitcoin Infrastructure Power AI?
Microcaps
Ishan Majumdar
-
August 17, 2026
Abits Group Inc. (NASDAQ:ABTS) is a very small Bitcoin miner with a surprisingly...
Consumer & Retail
Etsy Workforce Cuts: What The 12% Layoff Means For Investors
Consumer & Retail
Ishan Majumdar
-
August 6, 2026
Etsy (NASDAQ:ETSY) is cutting about 220 jobs, or roughly 12% of its workforce,...
Amazon Earnings Preview: Can AWS Growth Outrun AI Spending?
Consumer & Retail
Ishan Majumdar
-
July 23, 2026
Amazon reports second-quarter results on July 30, one week after Alphabet delivered the...
Nike China Strategy: Can Its Online Reset Restore Growth?
Consumer & Retail
Ishan Majumdar
-
July 22, 2026
Nike (NYSE:NKE) is making one of its boldest moves yet in China, and...
Load more
Premium
Reddit S&P 500 Inclusion: What 16.7 Million Shares Could Mean
Miscellaneous
Ishan Majumdar
-
August 17, 2026
Reddit (NYSE:RDDT) is about to experience one of the most closely watched index...
MindForge Stock Analysis: What’s Behind the 42% Surge?
Microcaps
Ishan Majumdar
-
August 17, 2026
MindForge Inc. (NASDAQ: MF), the subject of this MindForge Stock Analysis, has suddenly...
Inovio FDA Approval: October 30 Could Change Everything
Microcaps
Ishan Majumdar
-
August 17, 2026
Inovio Pharmaceuticals, Inc. (NASDAQ: INO) has suddenly become the kind of biotech stock...
Load more
Healthcare
P&G Thorne Acquisition: $3.8 Billion Deal &Wellness Synergies
Healthcare
Ishan Majumdar
-
August 11, 2026
Procter & Gamble (NYSE:PG) has moved deeper into health and wellness with its...
Kenvue Tylenol Lawsuits Cloud $48.7 Billion Deal
Healthcare
Ishan Majumdar
-
July 14, 2026
Kenvue (NYSE:KVUE) woke up on July 13 with an old legal threat suddenly...
Merck’s $11 BillionBio-Techne Deal Looks Strategic, But The Debt Trade-Off Is REAL
M&A
Ishan Majumdar
-
June 26, 2026
Merck KGaA (ETR:MRK) has made a bold early move under new CEO Kai...
Load more
Energy
Sunoco Offen Petroleum Acquisition: Synergies, Scale & Valuation
Energy
Ishan Majumdar
-
August 11, 2026
Sunoco LP (NYSE:SUN) is adding another sizable deal to its acquisition playbook. The...
This Industrial Giant Is Quietly Powering The Entire AI Trade!
Energy
Ishan Majumdar
-
July 7, 2026
Okay, so here's a fun one. The AI trade has basically moved through...
Is WildFire The Acquisition That Expands Magnolia, Or Stretches Its Model?
Energy
Ishan Majumdar
-
June 27, 2026
Magnolia Oil & Gas Corporation (NYSE:MGY) has moved into the spotlight after reports...
Load more
Industrials
Did Rocket Lab Just Out-Maneuver Amazon and SpaceX in One Deal?
Industrials
Ishan Majumdar
-
June 30, 2026
Rocket Lab Corporation (NASDAQ:RKLB) has just made the kind of move that gets...
Eaton Just Made Mobility Look Smaller, But Dana May Be The REAL Test
Industrials
Ishan M.
-
June 13, 2026
Eaton Corporation plc (NYSE:ETN) has taken a fresh step in its portfolio reshaping....
BorgWarner’s AI Pivot Is Powering A Re-Rating — But Where Could The Story Crack?
Industrials
Ishan M.
-
February 16, 2026
BorgWarner has quietly engineered one of the more dramatic sentiment reversals in the...
Load more
Miscellaneous
Reddit S&P 500 Inclusion: What 16.7 Million Shares Could Mean
Miscellaneous
Ishan Majumdar
-
August 17, 2026
Reddit (NYSE:RDDT) is about to experience one of the most closely watched index...
Wendy’s Buyout: What Nelson Peltz Bid Could Mean For Investors
Miscellaneous
Ishan Majumdar
-
August 13, 2026
Wendy’s (NASDAQ:WEN) suddenly has a very different story for investors. The stock jumped...
One New Position. The Market May Have This Policy Risk Backwards.
Miscellaneous
Ishan Majumdar
-
August 12, 2026
The LENS Index added another position today. It is not a semiconductor, software...
Load more
Trending
Inovio FDA Approval: October 30 Could Change Everything
Microcaps
Ishan Majumdar
-
August 17, 2026
Inovio Pharmaceuticals, Inc. (NASDAQ: INO) has suddenly become the kind of biotech stock...
Abits AI Mining: Could Bitcoin Infrastructure Power AI?
Microcaps
Ishan Majumdar
-
August 17, 2026
Abits Group Inc. (NASDAQ:ABTS) is a very small Bitcoin miner with a surprisingly...
Workday Silver Lake Buyout Talks Send Stock Up 18%
M&A
Ishan Majumdar
-
August 14, 2026
Workday (NASDAQ: WDAY) suddenly has a very different story on Wall Street. The...
Load more
Technology & AI
Cerebras Earnings Preview: OpenAI Meets Margins
Technology & AI
Ishan Majumdar
-
August 12, 2026
Cerebras Systems is heading into its second earnings report as a public company...
Super Micro Earnings Preview: $60 Billion Orders Face Real Test
Technology & AI
Ishan Majumdar
-
August 11, 2026
Super Micro Computer reports fiscal Q4 and full-year 2026 results Tuesday after the...
CoreWeave Earnings Preview: $99 Billion Backlog Profitability Test!
Technology & AI
Ishan Majumdar
-
August 10, 2026
CoreWeave reports second-quarter results Tuesday, August 11, after the close, with Wall Street...
Load more
Technology & AI
Cerebras Earnings Preview: OpenAI Meets Margins
Technology & AI
Ishan Majumdar
-
August 12, 2026
Cerebras Systems is heading into its second earnings report as a public company...
Super Micro Earnings Preview: $60 Billion Orders Face Real Test
Technology & AI
Ishan Majumdar
-
August 11, 2026
Super Micro Computer reports fiscal Q4 and full-year 2026 results Tuesday after the...
CoreWeave Earnings Preview: $99 Billion Backlog Profitability Test!
Technology & AI
Ishan Majumdar
-
August 10, 2026
CoreWeave reports second-quarter results Tuesday, August 11, after the close, with Wall Street...
Load more
Technology & AI
Cerebras Earnings Preview: OpenAI Meets Margins
Technology & AI
Ishan Majumdar
-
August 12, 2026
Cerebras Systems is heading into its second earnings report as a public company...
Super Micro Earnings Preview: $60 Billion Orders Face Real Test
Technology & AI
Ishan Majumdar
-
August 11, 2026
Super Micro Computer reports fiscal Q4 and full-year 2026 results Tuesday after the...
CoreWeave Earnings Preview: $99 Billion Backlog Profitability Test!
Technology & AI
Ishan Majumdar
-
August 10, 2026
CoreWeave reports second-quarter results Tuesday, August 11, after the close, with Wall Street...
Load more
M&A
Rogers MLSE Acquisition Tests Sports Media Ambitions
M&A
Ishan Majumdar
-
July 8, 2026
Rogers Communications (NYSE:RCI) just moved closer to full control of one of Canada’s...
Novartis’ $1.5 Billion Myricx Deal Tests Oncology Pipeline
M&A
Ishan Majumdar
-
July 6, 2026
Novartis (NYSE:NVS) has made another clear move toward oncology depth, agreeing to acquire...
Kroger’s Giant Eagle Acquisition: Scale Or Risk?
M&A
Ishan M.
-
July 2, 2026
Kroger (NYSE:KR) is back in the grocery consolidation spotlight after confirming plans to...
Load more
Consumer & Retail
Reddit S&P 500 Inclusion: What 16.7 Million Shares Could Mean
Miscellaneous
Ishan Majumdar
-
August 17, 2026
Reddit (NYSE:RDDT) is about to experience one of the most closely watched index...
MindForge Stock Analysis: What’s Behind the 42% Surge?
Microcaps
Ishan Majumdar
-
August 17, 2026
MindForge Inc. (NASDAQ: MF), the subject of this MindForge Stock Analysis, has suddenly...
Inovio FDA Approval: October 30 Could Change Everything
Microcaps
Ishan Majumdar
-
August 17, 2026
Inovio Pharmaceuticals, Inc. (NASDAQ: INO) has suddenly become the kind of biotech stock...
Load more
Premium
Reddit S&P 500 Inclusion: What 16.7 Million Shares Could Mean
Miscellaneous
Ishan Majumdar
-
August 17, 2026
Reddit (NYSE:RDDT) is about to experience one of the most closely watched index...
MindForge Stock Analysis: What’s Behind the 42% Surge?
Microcaps
Ishan Majumdar
-
August 17, 2026
MindForge Inc. (NASDAQ: MF), the subject of this MindForge Stock Analysis, has suddenly...
Inovio FDA Approval: October 30 Could Change Everything
Microcaps
Ishan Majumdar
-
August 17, 2026
Inovio Pharmaceuticals, Inc. (NASDAQ: INO) has suddenly become the kind of biotech stock...
Load more
Healthcare
P&G Thorne Acquisition: $3.8 Billion Deal &Wellness Synergies
Healthcare
Ishan Majumdar
-
August 11, 2026
Procter & Gamble (NYSE:PG) has moved deeper into health and wellness with its...
Kenvue Tylenol Lawsuits Cloud $48.7 Billion Deal
Healthcare
Ishan Majumdar
-
July 14, 2026
Kenvue (NYSE:KVUE) woke up on July 13 with an old legal threat suddenly...
Merck’s $11 BillionBio-Techne Deal Looks Strategic, But The Debt Trade-Off Is REAL
M&A
Ishan Majumdar
-
June 26, 2026
Merck KGaA (ETR:MRK) has made a bold early move under new CEO Kai...
Load more
Energy
Sunoco Offen Petroleum Acquisition: Synergies, Scale & Valuation
Energy
Ishan Majumdar
-
August 11, 2026
Sunoco LP (NYSE:SUN) is adding another sizable deal to its acquisition playbook. The...
This Industrial Giant Is Quietly Powering The Entire AI Trade!
Energy
Ishan Majumdar
-
July 7, 2026
Okay, so here's a fun one. The AI trade has basically moved through...
Is WildFire The Acquisition That Expands Magnolia, Or Stretches Its Model?
Energy
Ishan Majumdar
-
June 27, 2026
Magnolia Oil & Gas Corporation (NYSE:MGY) has moved into the spotlight after reports...
Load more
Industrials
Did Rocket Lab Just Out-Maneuver Amazon and SpaceX in One Deal?
Industrials
Ishan Majumdar
-
June 30, 2026
Rocket Lab Corporation (NASDAQ:RKLB) has just made the kind of move that gets...
Eaton Just Made Mobility Look Smaller, But Dana May Be The REAL Test
Industrials
Ishan M.
-
June 13, 2026
Eaton Corporation plc (NYSE:ETN) has taken a fresh step in its portfolio reshaping....
BorgWarner’s AI Pivot Is Powering A Re-Rating — But Where Could The Story Crack?
Industrials
Ishan M.
-
February 16, 2026
BorgWarner has quietly engineered one of the more dramatic sentiment reversals in the...
Load more
Miscellaneous
Reddit S&P 500 Inclusion: What 16.7 Million Shares Could Mean
Miscellaneous
Ishan Majumdar
-
August 17, 2026
Reddit (NYSE:RDDT) is about to experience one of the most closely watched index...
Wendy’s Buyout: What Nelson Peltz Bid Could Mean For Investors
Miscellaneous
Ishan Majumdar
-
August 13, 2026
Wendy’s (NASDAQ:WEN) suddenly has a very different story for investors. The stock jumped...
One New Position. The Market May Have This Policy Risk Backwards.
Miscellaneous
Ishan Majumdar
-
August 12, 2026
The LENS Index added another position today. It is not a semiconductor, software...
Load more