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Ishan M.
Kroger’s Giant Eagle Acquisition: Scale Or Risk?
M&A
Ishan M.
-
July 2, 2026
Kroger (NYSE:KR) is back in the grocery consolidation spotlight after confirming plans to acquire family-owned Giant Eagle for $1.65...
Meta AI Cloud Pivot Puts CoreWeave & Nebius Under Scrutiny
Technology & AI
Ishan M.
-
July 2, 2026
Hey there. If you were watching your screens Wednesday morning, you probably saw Meta Platforms (NASDAQ:META) rip more than...
This AI Power Stock Crashed 28% in a Day; Then EXPLODED! Is It The Next Trillion-Dollar Trade?
Technology & AI
Ishan M.
-
July 1, 2026
Some stocks move on rumors. Bloom Energy (NYSE:BE) moves on gigawatts. In the span of a few trading sessions,...
The LENS Index Has Two New Additions & NEITHER One Is a Chip Stock!
Miscellaneous
Ishan M.
-
June 29, 2026
Since May 22, every LENS position has been tied to the AI infrastructure build. That concentration was deliberate when...
Eaton Just Made Mobility Look Smaller, But Dana May Be The REAL Test
Industrials
Ishan M.
-
June 13, 2026
Eaton Corporation plc (NYSE:ETN) has taken a fresh step in its portfolio reshaping. The company agreed to separate its...
Is Woodside The LNG Fix Exxon Wants, Or The RISK Investors Should Watch?
Energy
Ishan M.
-
June 13, 2026
Exxon Mobil (NYSE:XOM) has reportedly been kicking the tires on possible acquisition targets, and Australia’s Woodside Energy (ASX:WDS) appears...
Is SpaceX About To Save Tesla; Or Expose The BIGGEST Retail IPO TRAP In Wall Street History?
Miscellaneous
Ishan M.
-
June 12, 2026
On May 21st, somebody walked onto the options market and put $3.3 million on Tesla hitting $480 by June...
Oracle’s Earnings “Disaster” Is the BEST NEWS For The AI Infrastructure Trade!
Technology & AI
Ishan M.
-
June 11, 2026
Oracle reported after the bell last night. Here are the numbers. Revenue: $19.2 billion, up 21% year over year. Beat....
Incyte Acquisition Watch: The $2 Billion Star Therapeutics Deal That Could Change Its Story
M&A
Ishan M.
-
June 8, 2026
Incyte Corporation (NASDAQ:INCY) is back in the biotech deal spotlight. The company is reportedly nearing an agreement to acquire...
Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?
Technology & AI
Ishan M.
-
June 2, 2026
Let's start with the weird part. On Monday, Alphabet (NASDAQ: GOOGL) — Google's parent company — announced it's raising $80...
Toms Capital Just Put McCormick’s Flavor Empire In Focus
Miscellaneous
Ishan M.
-
May 30, 2026
McCormick & Company (NYSE:MKC) is not usually the kind of stock that screams boardroom drama. Most people know it...
Dell Beat By 26%. We Got 3 Things Right. One Signal STILL ISN’T PRICED!
Technology & AI
Ishan M.
-
May 29, 2026
Yesterday morning, before Dell Technologies (NYSE:DELL) reported, we at Baptista Research asked three specific questions. First: would the AI...
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