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Ishan Majumdar

Amazon Just Paid BILLIONS For Glass. The AI Bottleneck NOBODY Is Talking About!

Consumer & Retail Ishan Majumdar -
On Monday, Amazon announced a multiyear, multibillion-dollar agreement with Corning. Corning will supply optical fiber, cable and connectivity products...

Did Ingredion Find A Mispriced Path Into Higher-Value Ingredients?

Consumer & Retail Ishan Majumdar -
Ingredion (NYSE:INGR) has moved into deal mode with a recommended all-cash offer to acquire Tate & Lyle (OTC:TATYY), valuing...

Apple’s WWDC Keynote Is Here. The Swing Factor NOBODY Is Writing About Is NOT Siri!

Technology & AI Ishan Majumdar -
Two years ago Apple showed the world a "new Siri" that barely worked. Today it gets one more chance. In...

Is SpaceX Asking $1.75 Trillion For A Company Truly Worth NO MORE THAN $780 Billion?

Technology & AI Ishan Majumdar -
The largest IPO in history just launched its roadshow. Here's what Wall Street keeps getting wrong about it. Let's start...

Broadcom Said 3 Words That Killed The Narrative: “WE ARE CHIPS ONLY!”A

Technology & AI Ishan Majumdar -
Let's do the math quickly. Broadcom (NASDAQ:AVGO) just reported $10.8 billion in AI chip revenue for a single quarter. That's...

Connectivity Is The New AI Bottleneck; ONE Company Has A Monopoly On The Bridge!

Technology & AI Ishan Majumdar -
Let's start with the headline. At a major tech event in Taiwan last week, Nvidia (NASDAQ: NVDA) CEO Jensen Huang...
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The Saaspocalypse Narrative Is Not Dead; But It Just Lost Its Most Important Assumption!

Miscellaneous Ishan Majumdar -
Two software earnings reports landed in the same week and collectively produced the most substantive challenge to the SaaSpocalypse...

Dell Reports Today. The Revenue Beat Is Already Priced. The Margin Is Not!

Technology & AI Ishan Majumdar -
Dell Technologies (NYSE:DELL) reports its fiscal Q1 2027 results after the market closes today, May 28, with a 4:30...

Micron Hits $1 Trillion On A UBS Call; Northland Just Called It BORROWED TIME!

Technology & AI Ishan Majumdar -
Tuesday, May 26, 2026 will be remembered as the day Micron Technology (NASDAQ:MU) entered the trillion-dollar club. Shares surged...

The “One Big Beautiful Bill” Just Passed; ExxonMobil Wins, UnitedHealth Bleeds, and Sunrun Is in Trouble

Miscellaneous Ishan Majumdar -
By a margin of one vote — 215 to 214 — the U.S. House of Representatives passed the "One...

Blackstone Just Made a $25 Billion Bet That Google Can Unseat NVIDIA!

Technology & AI Ishan Majumdar -
Something shifted in the AI infrastructure race this week that most investors have not fully processed. On May 18,...

The U.S. Just Lost Its Last AAA Rating. Here’s Which Stocks Are About To Pay The Price.

Miscellaneous Ishan Majumdar -
The Moody's downgrade of U.S. sovereign debt from Aaa to Aa1 on May 16 did not arrive as a...
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Amazon Just Paid BILLIONS For Glass. The AI Bottleneck NOBODY Is Talking About!

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On Monday, Amazon announced a multiyear, multibillion-dollar agreement with...

Did Ingredion Find A Mispriced Path Into Higher-Value Ingredients?

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Ingredion (NYSE:INGR) has moved into deal mode with a...

Incyte Acquisition Watch: The $2 Billion Star Therapeutics Deal That Could Change Its Story

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Incyte Corporation (NASDAQ:INCY) is back in the biotech deal...

Apple’s WWDC Keynote Is Here. The Swing Factor NOBODY Is Writing About Is NOT Siri!

0
Two years ago Apple showed the world a "new...

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