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Technology & AI
Nvidia’s $1 Billion Naver Investment Expands Sovereign AI
Technology & AI
Ishan Majumdar
-
July 25, 2026
Artificial intelligence infrastructure is entering a new phase, and Nvidia (NASDAQ:NVDA) appears determined...
Microsoft Earnings Preview: Can Azure Outrun the AI Capex Trap?
Technology & AI
Ishan Majumdar
-
July 24, 2026
Microsoft reports fiscal fourth-quarter results after the close on Wednesday, July 29, with...
Alphabet Earnings Preview: The $190 Billion AI Test
Technology & AI
Ishan Majumdar
-
July 21, 2026
Alphabet Inc. (NASDAQ:GOOGL) reports second-quarter results after the market closes on Wednesday, July...
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
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...
Alibaba Qwen3.8-Max: Can China Challenge Silicon Valley in AI?
Consumer & Retail
Ishan Majumdar
-
July 20, 2026
Alibaba Group (NYSE:BABA) has delivered a fresh jolt to the global artificial intelligence...
Load more
Premium
Visa Earnings Preview: The Client Incentive Test
Miscellaneous
Ishan Majumdar
-
July 28, 2026
Visa reports fiscal third-quarter results after the US market closes on 28 July...
Nvidia’s $1 Billion Naver Investment Expands Sovereign AI
Technology & AI
Ishan Majumdar
-
July 25, 2026
Artificial intelligence infrastructure is entering a new phase, and Nvidia (NASDAQ:NVDA) appears determined...
Microsoft Earnings Preview: Can Azure Outrun the AI Capex Trap?
Technology & AI
Ishan Majumdar
-
July 24, 2026
Microsoft reports fiscal fourth-quarter results after the close on Wednesday, July 29, with...
Load more
Healthcare
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...
AbbVie’s $11 Billion Eczema Gamble Is Bigger Than Skin
M&A
Ishan Majumdar
-
June 20, 2026
AbbVie Inc. (NYSE:ABBV) may be close to buying Apogee Therapeutics for about $10.9...
Load more
Energy
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...
Is Woodside The LNG Fix Exxon Wants, Or The RISK Investors Should Watch?
Energy
Ishan M.
-
June 13, 2026
Exxon Mobil (NYSE:XOM) has reportedly been kicking the tires on possible acquisition targets,...
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
Visa Earnings Preview: The Client Incentive Test
Miscellaneous
Ishan Majumdar
-
July 28, 2026
Visa reports fiscal third-quarter results after the US market closes on 28 July...
Two New Positions. Zero Chips. Here Is Why Both Entered The LENS Index Today.
Miscellaneous
Ishan Majumdar
-
July 23, 2026
The LENS Index added its ninth and tenth positions this week. Neither is...
Is PayPal Really Worth Just $53 Billion?
Miscellaneous
Ishan Majumdar
-
July 15, 2026
PayPal Holdings (NASDAQ:PYPL) is suddenly at the center of a takeover story that...
Load more
Trending
Microsoft Earnings Preview: Can Azure Outrun the AI Capex Trap?
Technology & AI
Ishan Majumdar
-
July 24, 2026
Microsoft reports fiscal fourth-quarter results after the close on Wednesday, July 29, with...
Two New Positions. Zero Chips. Here Is Why Both Entered The LENS Index Today.
Miscellaneous
Ishan Majumdar
-
July 23, 2026
The LENS Index added its ninth and tenth positions this week. Neither is...
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...
Load more
Technology & AI
Nvidia’s $1 Billion Naver Investment Expands Sovereign AI
Technology & AI
Ishan Majumdar
-
July 25, 2026
Artificial intelligence infrastructure is entering a new phase, and Nvidia (NASDAQ:NVDA) appears determined...
Microsoft Earnings Preview: Can Azure Outrun the AI Capex Trap?
Technology & AI
Ishan Majumdar
-
July 24, 2026
Microsoft reports fiscal fourth-quarter results after the close on Wednesday, July 29, with...
Alphabet Earnings Preview: The $190 Billion AI Test
Technology & AI
Ishan Majumdar
-
July 21, 2026
Alphabet Inc. (NASDAQ:GOOGL) reports second-quarter results after the market closes on Wednesday, July...
Load more
Technology & AI
Nvidia’s $1 Billion Naver Investment Expands Sovereign AI
Technology & AI
Ishan Majumdar
-
July 25, 2026
Artificial intelligence infrastructure is entering a new phase, and Nvidia (NASDAQ:NVDA) appears determined...
Microsoft Earnings Preview: Can Azure Outrun the AI Capex Trap?
Technology & AI
Ishan Majumdar
-
July 24, 2026
Microsoft reports fiscal fourth-quarter results after the close on Wednesday, July 29, with...
Alphabet Earnings Preview: The $190 Billion AI Test
Technology & AI
Ishan Majumdar
-
July 21, 2026
Alphabet Inc. (NASDAQ:GOOGL) reports second-quarter results after the market closes on Wednesday, July...
Load more
Technology & AI
Nvidia’s $1 Billion Naver Investment Expands Sovereign AI
Technology & AI
Ishan Majumdar
-
July 25, 2026
Artificial intelligence infrastructure is entering a new phase, and Nvidia (NASDAQ:NVDA) appears determined...
Microsoft Earnings Preview: Can Azure Outrun the AI Capex Trap?
Technology & AI
Ishan Majumdar
-
July 24, 2026
Microsoft reports fiscal fourth-quarter results after the close on Wednesday, July 29, with...
Alphabet Earnings Preview: The $190 Billion AI Test
Technology & AI
Ishan Majumdar
-
July 21, 2026
Alphabet Inc. (NASDAQ:GOOGL) reports second-quarter results after the market closes on Wednesday, July...
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
Visa Earnings Preview: The Client Incentive Test
Miscellaneous
Ishan Majumdar
-
July 28, 2026
Visa reports fiscal third-quarter results after the US market closes on 28 July...
Qualcomm Earnings Preview: Diversification Faces Its Real Test
Blog
Ishan Majumdar
-
July 27, 2026
Qualcomm reports fiscal third-quarter 2026 results after the close on Wednesday, July 29,...
Nvidia’s $1 Billion Naver Investment Expands Sovereign AI
Technology & AI
Ishan Majumdar
-
July 25, 2026
Artificial intelligence infrastructure is entering a new phase, and Nvidia (NASDAQ:NVDA) appears determined...
Load more
Premium
Visa Earnings Preview: The Client Incentive Test
Miscellaneous
Ishan Majumdar
-
July 28, 2026
Visa reports fiscal third-quarter results after the US market closes on 28 July...
Nvidia’s $1 Billion Naver Investment Expands Sovereign AI
Technology & AI
Ishan Majumdar
-
July 25, 2026
Artificial intelligence infrastructure is entering a new phase, and Nvidia (NASDAQ:NVDA) appears determined...
Microsoft Earnings Preview: Can Azure Outrun the AI Capex Trap?
Technology & AI
Ishan Majumdar
-
July 24, 2026
Microsoft reports fiscal fourth-quarter results after the close on Wednesday, July 29, with...
Load more
Healthcare
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...
AbbVie’s $11 Billion Eczema Gamble Is Bigger Than Skin
M&A
Ishan Majumdar
-
June 20, 2026
AbbVie Inc. (NYSE:ABBV) may be close to buying Apogee Therapeutics for about $10.9...
Load more
Energy
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...
Is Woodside The LNG Fix Exxon Wants, Or The RISK Investors Should Watch?
Energy
Ishan M.
-
June 13, 2026
Exxon Mobil (NYSE:XOM) has reportedly been kicking the tires on possible acquisition targets,...
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
Visa Earnings Preview: The Client Incentive Test
Miscellaneous
Ishan Majumdar
-
July 28, 2026
Visa reports fiscal third-quarter results after the US market closes on 28 July...
Two New Positions. Zero Chips. Here Is Why Both Entered The LENS Index Today.
Miscellaneous
Ishan Majumdar
-
July 23, 2026
The LENS Index added its ninth and tenth positions this week. Neither is...
Is PayPal Really Worth Just $53 Billion?
Miscellaneous
Ishan Majumdar
-
July 15, 2026
PayPal Holdings (NASDAQ:PYPL) is suddenly at the center of a takeover story that...
Load more