Ishan Majumdar

Activist Pushes For A Sale — Is The Turnaround Just Beginning?

Consumer & Retail Ishan Majumdar -
Bath & Body Works (NYSE:BBWI) has suddenly become one of retail’s more interesting activist situations. Barington Capital has reportedly...

Adobe Earnings Preview: Can AI Defend Creative Cloud?

Technology & AI Ishan Majumdar -
Adobe reports fiscal third-quarter earnings tonight, in its first release since naming Anil Chakravarthy as the company’s next CEO....

Oracle Earnings Preview: The Cash Conversion Test

Technology & AI Ishan Majumdar -
THE BAPTISTA VIEW Oracle...

A 61% Growth Stock Just Fell 20% — Is The Market Wrong?

Miscellaneous Ishan Majumdar -
The LENS Index has now been running for a little over three months. In that time it has done what...

Varonis Systems Takeover Talks: What Could Proofpoint Pay?

Technology & AI Ishan Majumdar -
THE BAPTISTA VIEW Takeover Interest Is...

Tesla Cybercab Robotaxi: Can The Economics Work?

Transportation Ishan Majumdar -
Tesla (NASDAQ:TSLA) enters Thursday’s Cybercab launch with one major question already answered. The company can build the vehicle. The...
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NeoVolta SK On Deal: What 18 GWh Really Means for Investors

Microcaps Ishan Majumdar -
NeoVolta Inc. (NASDAQ: NEOV) has suddenly become one of the most closely watched micro-cap names in U.S. battery storage....

Broadcom AI Chips Face A $16 Billion Google & OpenAI Test

Technology & AI Ishan Majumdar -
Broadcom (NASDAQ: AVGO) has reached an interesting point in the AI boom. Broadcom AI Chips are now at the...

TEN Holdings Lock-Up Could Test Its Rally

Microcaps Ishan Majumdar -
TEN Holdings, Inc. (NASDAQ:XHLD) provides virtual, hybrid, webinar, and physical-event services through platforms including Xyvid Pro and TEN Pro....

Snowflake SaaS Apocalypse Test After Salesforce’s Rally

Technology & AI Ishan Majumdar -
Salesforce (NYSE:CRM) just handed software investors one of their biggest relief rallies of 2026. The Salesforce Snowflake SaaS Apocalypse...

Apple Foldable iPhone Launch Raises Stakes For Their New CEO

Technology & AI Ishan Majumdar -
Apple (NASDAQ:AAPL) has officially set September 9 for its next major product event. The Apple Foldable iPhone is expected...

SpaceX: Starbase Louisiana Bet Tests Starship Economics

Technology & AI Ishan Majumdar -
SpaceX (NASDAQ:SPCX) has just put a staggering number behind its Starship ambitions. The company plans to invest at least...
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