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Ishan Majumdar

Google Gemini 3 AI: Big Bet or Bubble?

Technology & AI Ishan Majumdar -
Alphabet just dropped its most advanced AI model to date—Gemini 3—a major milestone in its multi-year quest to lead...

Johnson & Johnson Halda Acquisition: The $3.05 Billion Gamble!

Healthcare Ishan Majumdar -
Johnson & Johnson just made another big move. The company announced that it will buy Halda Therapeutics for $3.05...

Nvidia Fall Risk? Peter Thiel Sells Nvidia

Technology & AI Ishan Majumdar -
Just days after SoftBank revealed it had offloaded its entire $5.8 billion stake in Nvidia, legendary tech investor Peter...

Merck Cidara Acquisition: $9.2B Flu Drug Deal to Replace Keytruda

Healthcare Ishan Majumdar -
Merck isn’t waiting around for Keytruda’s patent clock to run out. On November 14, the pharma giant announced its...

Chevron Is Plugging Into Data Centers— Here’s The $10 Billion Reason Why

Energy Ishan Majumdar -
Chevron, one of the world’s biggest oil companies, is stepping outside its traditional energy lane—and it’s aiming directly at...

Toyota Doubles Down on Hybrids—And Snubs the EV Hype

Automobiles Ishan Majumdar -
Just as the EV buzz starts to fade, Toyota is stepping on the gas—but with a hybrid engine. The...
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Cogent Biosciences’ Cancer Drug Exploded to 136% —Can the Rally Actually Last?

Healthcare Ishan Majumdar -
It’s not every day you see a biotech stock jump 136% before lunch. But that’s exactly what happened with...

Nvidia Just Made a $500 Billion Power Move—And SoftBank Walked Away

Technology & AI Ishan Majumdar -
In just a few days, two seemingly opposite headlines around Nvidia sent a clear signal: the AI arms race...

EchoStar Sells Spectrum To SpaceX—And Walks Away With A Piece Of Elon Musk

Telecom Ishan Majumdar -
If you’ve been following the telecom and space industries lately, you might’ve noticed something eyebrow‑raising: EchoStar just agreed to...

Apple’s Siri Is Getting a Brain Transplant—And Google’s the Donor

Technology & AI Ishan Majumdar -
Apple’s Siri Is Getting a Brain Transplant—And Google’s the Donor If you thought Siri was going to stay the same,...

Starbucks’ $4 Billion China Pivot: Smart Strategy or Surrender?

Miscellaneous Ishan Majumdar -
Starbucks just made one of the boldest moves in its 26-year history in China. The Seattle-based coffee giant announced...

Kimberly Clark’s $48.7B Kenvue Deal: A Power Move or an Expensive Mistake?

M&A Ishan Majumdar -
Kimberly-Clark just made the biggest move in its 150-year history, agreeing to acquire Kenvue—the Johnson & Johnson spin-off and...
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Baptista Research is a financial research house focused on the U.S. markets. We cover the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms.

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Headlines

Google Gemini 3 AI: Big Bet or Bubble?

0
Alphabet just dropped its most advanced AI model to...

Johnson & Johnson Halda Acquisition: The $3.05 Billion Gamble!

0
Johnson & Johnson just made another big move. The...

Nvidia Fall Risk? Peter Thiel Sells Nvidia

0
Just days after SoftBank revealed it had offloaded its...

Merck Cidara Acquisition: $9.2B Flu Drug Deal to Replace Keytruda

1
Merck isn’t waiting around for Keytruda’s patent clock to...

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