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Ishan Majumdar

Micron Reports in 48 Hours. The Number Everyone Is Watching Isn’t the EPS.

Micron Technology reports earnings on Wednesday evening. The stock is up 293% so far this year. The market cap is...

AbbVie’s $11 Billion Eczema Gamble Is Bigger Than Skin

AbbVie Inc. (NYSE:ABBV) may be close to buying Apogee Therapeutics for about $10.9 billion in cash. That is a...

The FTC Is Coming For Amazon’s Sponsored Ads

Amazon.com, Inc. (NASDAQ:AMZN) may have a new headache, and this one sits right inside something millions of shoppers see...

Moderna’s Flu Shot Won Over FDA Advisersβ€”But Can It Win Back America?

Moderna (NASDAQ:MRNA) just landed a regulatory moment that people will argue about far beyond Wall Street. An FDA advisory...

Did Fox Pay $25 Billion For Roku’s Platform, Or Its Ad Data Edge?

Fox Corp (NASDAQ:FOXA) has made its biggest swing yet in streaming, agreeing to acquire Roku (NASDAQ:ROKU) in a cash-and-stock...

Nvidia Just Borrowed $25 Billion It DOESN’T NEED. That’s The Point!

NVIDIA Corporation (NASDAQ:NVDA) just gave Wall Street a new reason to talk. The company is raising $25 billion through its...
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Oil Crashed. Markets Are Flying. The New Fed Chair Meets Tomorrow. Don’t Get Too Comfortable.

Your gas was $4.07 a gallon on Sunday. That number is about to fall. Maybe to $3.50. Maybe lower. Because...

Oracle Reports Tonight. The Revenue Number Is Not The Question.

Tonight at 5 PM ET, Oracle drops its fiscal Q4 2026 results. Wall Street expects $19.1 billion in revenue, up...

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

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?

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!

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?

The largest IPO in history just launched its roadshow. Here's what Wall Street keeps getting wrong about it. Let's start...