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Ishan Majumdar

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...

Is Nvidia’s China Comeback A Win Or A Structural RISK?

Technology & AI Ishan Majumdar -
After months of lobbying, Nvidia Corp (NASDAQ:NVDA) finally received U.S. approval to resume selling its H200 artificial intelligence chips...
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Hims & Hers Just Went Big on Cancer—But the DOJ Is Watching

Healthcare Ishan Majumdar -
Hims & Hers used the Super Bowl stage to push its latest offering: a $689 early cancer detection test....

Verizon’s Turnaround Has a Blind Spot — & It Isn’t the CEO Exit

Telecom Ishan Majumdar -
Sowmyanarayan Sampath is stepping down as CEO of Verizon’s Consumer Group, handing interim control to transformation chief Alfonso Villanueva....

Is Microsoft Winning AI — Or Just Funding Its Rivals?

Technology & AI Ishan Majumdar -
Microsoft continues to expand its AI footprint, but user engagement with Copilot is falling fast. Despite 15 million paid...

Pfizer Takes On Eli Lilly & Novo: Who Gets OUTPLAYED in the Obesity Arms Race?

Healthcare Ishan Majumdar -
Pfizer just released mid-stage data from its Metsera-acquired obesity drug showing 12.3% weight loss at 28 weeks with monthly...

Is The Devon + Coterra $21 Billion Merger About Growth — Or Running Out of Rock?

Energy Ishan Majumdar -
Devon Energy just announced a $21.4 billion all-stock acquisition of Coterra, positioning itself as one of the largest U.S....

Is Apple Outflanking Meta With This Q.AI Move?

M&A Ishan Majumdar -
Apple acquired Israeli startup Q.AI for close to $2B, locking down patents around “facial skin micro movements” that enable...
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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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U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!

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U.S. natural gas prices have slipped into a different...

BorgWarner’s AI Pivot Is Powering A Re-Rating — But Where Could The Story Crack?

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BorgWarner has quietly engineered one of the more dramatic...

Trump’s Climate Reversal Just Reset The Earnings Map For Utilities, Autos, & Oil

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The Trump administration has formally revoked the Environmental Protection...

Tri Pointe Homes Buyout Shock: Why Sumitomo Forestry Is Paying A 29% Premium

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When Tri Pointe Homes (NYSE:TPH) announced that it had...

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