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Ishan Majumdar

ConocoPhillips Just Pruned $2B Of Permian Assets—Discipline Or HIDDEN RISK?

Energy Ishan Majumdar -
When ConocoPhillips (NYSE:COP) explores selling roughly $2 billion of Delaware Basin assets, it is rarely just about trimming acreage....

Is Nvidia’s OpenAI Bet About Ownership Or CONTROL?

Technology & AI Ishan Majumdar -
When news broke that NVIDIA (NASDAQ:NVDA) is reportedly finalizing a roughly $30 billion investment in OpenAI, many saw a...

Carvana’s Selloff Isn’t Just Noise—It’s A Warning Sign

Automobiles Ishan Majumdar -
The latest pullback in Carvana (NYSE:CVNA) has been framed by some as a routine earnings wobble. The company missed...

Nvidia Just Closed The Arm Chapter—Here’s What It Really Means!

Technology & AI Ishan Majumdar -
When Nvidia Corp. (NASDAQ:NVDA) quietly sold the last of its shares in Arm Holdings Plc, it marked the end...

Warren Buffett’s Quiet Bet On The New York Times—Signal Or Sideshow?

Media & Entertainment Ishan Majumdar -
When Warren Buffett’s Berkshire Hathaway disclosed a new 5-million-share stake in The New York Times Company (NYSE:NYT), it didn’t...

Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is

Technology & AI Ishan Majumdar -
When you look past the headlines, the story around Meta Platforms (NASDAQ:META) and smart glasses is surprisingly grounded. Yes,...
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Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers

Consumer & Retail Ishan Majumdar -
Walmart reports earnings on February 19, and few large-cap names enter the print with momentum this clean. The stock...

Apple vs Micron: In a Memory Supercycle, Who Really Wins?

Technology & AI Ishan Majumdar -
Memory prices are rising, supply remains tight, and the AI buildout is absorbing more capacity than the industry can...

Did Moderna’s Flu Rejection Signal A Deeper FDA SHIFT?

Healthcare Ishan Majumdar -
Moderna’s seasonal flu vaccine application was refused review by the FDA, triggering an immediate stock decline. The agency issued...

Is The Activist Case Against Warner Netflix About Value Or Control?

Media & Entertainment Ishan Majumdar -
Warner Bros. Discovery agreed to sell its studios and HBO Max to Netflix, locking in a signed transaction that...

Is Eli Lilly’s Orna Acquisition About RNA Or Something MUCH BIGGER?

M&A Ishan Majumdar -
Eli Lilly’s move to acquire Orna Therapeutics landed quietly, framed as another pipeline add-on in a year already defined...

Did The Rio Tinto–Glencore Deal Fail Because Copper Is TOO Strategic?

Industrials Ishan Majumdar -
Rio Tinto and Glencore walked away from merger talks that would have reshaped global copper supply. The deal collapsed...
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Google Just Expanded TPU Access — & NVIDIA Should Notice!

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If you thought Alphabet (NASDAQ: GOOGL) was content renting...

ConocoPhillips Just Pruned $2B Of Permian Assets—Discipline Or HIDDEN RISK?

0
When ConocoPhillips (NYSE:COP) explores selling roughly $2 billion of...

Is Nvidia’s OpenAI Bet About Ownership Or CONTROL?

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When news broke that NVIDIA (NASDAQ:NVDA) is reportedly finalizing...

Carvana’s Selloff Isn’t Just Noise—It’s A Warning Sign

0
The latest pullback in Carvana (NYSE:CVNA) has been framed...

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