Miscellaneous

Technology & AIM&AMiscellaneousConsumer & RetailHealthcareEnergy

A $14 Billion Dating Empire’s Fall & Potential Buyout

Miscellaneous Ishan Majumdar -
A company that once promised to revolutionize romance has watched billions of dollars in market value disappear. Its founder became a technology celebrity, its...

AI Infrastructure Spending Faces A $4.2 Trillion Revenue Test

Miscellaneous Ishan Majumdar -
Artificial intelligence has already triggered one of the largest infrastructure spending cycles in technology history. AI Infrastructure Spending is now reaching levels that make...
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Anthropic IPO Valuation: The $2 Trillion Test

Miscellaneous Ishan Majumdar -
Anthropic (private; no public ticker) could soon give Wall Street one of its biggest tests of the artificial intelligence...

September Jobs Report: Treasury Yields In Focus

Miscellaneous Ishan Majumdar -
Wall Street is heading into Friday with an unusual problem. The September Jobs Report arrives at 8:30 a.m. ET...

Upcoming Tech IPOs Test Two Growth Models

Miscellaneous Ishan Majumdar -
Wall Street is about to get an unusual experiment. Two fast-growing technology businesses are preparing to enter the public...

Trump–Xi Meet In Three Days — Is Your Portfolio Ready?

Miscellaneous Ishan M. -
Chinese President Xi Jinping is scheduled to visit the United States from September 23 through September 25. At the...

Fed Housing Shock Tests Homebuilder Margins

Miscellaneous Ishan Majumdar -
The Federal Reserve’s decision lands at an unusually sensitive moment for housing. The Fed Housing Shock is arriving just...

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...
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A $14 Billion Dating Empire’s Fall & Potential Buyout

Miscellaneous Ishan Majumdar -
A company that once promised to revolutionize romance has watched billions of dollars in market value disappear. Its founder...

AI Infrastructure Spending Faces A $4.2 Trillion Revenue Test

Miscellaneous Ishan Majumdar -
Artificial intelligence has already triggered one of the largest infrastructure spending cycles in technology history. AI Infrastructure Spending is...

Anthropic IPO Valuation: The $2 Trillion Test

Miscellaneous Ishan Majumdar -
Anthropic (private; no public ticker) could soon give Wall Street one of its biggest tests of the artificial intelligence...

September Jobs Report: Treasury Yields In Focus

Miscellaneous Ishan Majumdar -
Wall Street is heading into Friday with an unusual problem. The September Jobs Report arrives at 8:30 a.m. ET...

Upcoming Tech IPOs Test Two Growth Models

Miscellaneous Ishan Majumdar -
Wall Street is about to get an unusual experiment. Two fast-growing technology businesses are preparing to enter the public...

Trump–Xi Meet In Three Days — Is Your Portfolio Ready?

Miscellaneous Ishan M. -
Chinese President Xi Jinping is scheduled to visit the United States from September 23 through September 25. At the...

Fed Housing Shock Tests Homebuilder Margins

Miscellaneous Ishan Majumdar -
The Federal Reserve’s decision lands at an unusually sensitive moment for housing. The Fed Housing Shock is arriving just...

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...

Reddit S&P 500 Inclusion: What 16.7 Million Shares Could Mean

Miscellaneous Ishan Majumdar -
Reddit (NYSE:RDDT) is about to experience one of the most closely watched index events of the year. The Reddit...

Wendy’s Buyout: What Nelson Peltz Bid Could Mean For Investors

Miscellaneous Ishan Majumdar -
Wendy’s (NASDAQ:WEN) suddenly has a very different story for investors. The stock jumped about 12% after reports said Nelson...

One New Position. The Market May Have This Policy Risk Backwards.

Miscellaneous Ishan Majumdar -
The LENS Index added another position today. It is not a semiconductor, software company or traditional AI infrastructure name....

Visa Earnings Preview: The Client Incentive Test

Miscellaneous Ishan Majumdar -
Visa reports fiscal third-quarter results after the US market closes on 28 July 2026, with expectations elevated by another...
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