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Ishan M.

Kroger’s Giant Eagle Acquisition: Scale Or Risk?

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

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?

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!

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

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?

Exxon Mobil (NYSE:XOM) has reportedly been kicking the tires on possible acquisition targets, and Australia’s Woodside Energy (ASX:WDS) appears...
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Is SpaceX About To Save Tesla; Or Expose The BIGGEST Retail IPO TRAP In Wall Street History?

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!

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

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?

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

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!

Yesterday morning, before Dell Technologies (NYSE:DELL) reported, we at Baptista Research asked three specific questions. First: would the AI...