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Ishan Majumdar

Apple vs OpenAI Lawsuit: Can AI Hardware Threaten iPhone Era?

Apple (NASDAQ:AAPL) is not acting like a company whose flagship product is collapsing. The Apple vs OpenAI battle is...

TSMC Earnings Preview: Can Thursday Justify $2 Trillion?

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is about to give investors a direct look beneath the AI rally in this...

Tesla Q2 Earnings: Robotaxis, Optimus & The AI Reality Check

Tesla (NASDAQ:TSLA) heads into Tesla Q2 Earnings on July 22 with a strange problem. The company just delivered 480,126...

Netflix Live TV Bundles Could Rebuild The Cable Box

Netflix (NASDAQ:NFLX) built its empire by freeing viewers from scheduled television. Now, Netflix live TV bundles could move the...

Smucker Hostess Deal Faces Reality After Twinkie Misstep

The J. M. Smucker Company (NYSE:SJM) thought it had found a sweet new growth engine when it bought Hostess....

Apple’s $30B Broadcom Deal Tests U.S. iPhone Story

Apple (NASDAQ:AAPL) just handed investors, politicians, and iPhone fans a very clickable story. The company plans to spend more...
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Fiserv Stock Falls 70% As Big Banks Circle Its Debit Network

Let's talk about a name that's had a genuinely rough couple of years and just became the subject of...

Rogers MLSE Acquisition Tests Sports Media Ambitions

Rogers Communications (NYSE:RCI) just moved closer to full control of one of Canada’s most valuable sports platforms. The company...

This Industrial Giant Is Quietly Powering The Entire AI Trade!

Okay, so here's a fun one. The AI trade has basically moved through three phases so far. First it...

Microsoft’s Xbox Empire Is Cracking — Nadella Can’t Ignore It

Microsoft (NASDAQ:MSFT) is still one of the strongest companies in tech. Its cloud business is growing. Its AI business...

Novartis’ $1.5 Billion Myricx Deal Tests Oncology Pipeline

Novartis (NYSE:NVS) has made another clear move toward oncology depth, agreeing to acquire U.K.-based Myricx Bio for up to...

Genuine Parts Breakup: Will O’Reilly Buy NAPA?

Genuine Parts Company (NYSE:GPC) was already planning a major corporate breakup. Then came the twist. O’Reilly Automotive (NASDAQ:ORLY) reportedly...