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Daily Archives: Oct 23, 2026

Intel Terafab Plans: 14A Progress Meets Valuation Risk

Technology & AI Ishan Majumdar -
Intel (NASDAQ:INTC) has found itself at the center of another interesting semiconductor story. Elon Musk's recent comments have drawn...

Salesforce Braze Acquisition: Why Pay A 58% Premium?

M&A Ishan Majumdar -
Salesforce (NYSE:CRM) is making another major acquisition, and this time, the target is customer engagement. The Salesforce Braze Acquisition...

SpaceX Tesla Merger: Starlink Profits, AI Spending & Valuation

M&A Ishan Majumdar -
SpaceX (NASDAQ: SPCX) is set to report its third-quarter results tonight, but the bigger story may extend well beyond...

Netflix Earnings Preview: The Real Q3 Risk

Media & Entertainment Ishan Majumdar -
Netflix (NASDAQ: NFLX) reports its third-quarter earnings on October 20, 2026, with Wall Street expecting revenue of approximately $12.88...

China Memory Stocks: CXMT’s Year-End Test

Technology & AI Ishan Majumdar -
China's memory-chip ambitions have become a growing concern for global semiconductor investors. CXMT Corporation (SSE:688825) recently disclosed progress on...

CoreWeave Debt Crisis: 15% Bond Yields & AI Expansion Risks

Technology & AI Ishan Majumdar -
CoreWeave (NASDAQ:CRWV) is facing a difficult question. Can one of the fastest-growing AI infrastructure companies keep expanding when investors...

TSMC AI Demand Faces A Critical Test After Korea Chip Selloff

Technology & AI Ishan Majumdar -
The global semiconductor market is facing a sudden wave of selling just as Taiwan Semiconductor Manufacturing Company (NYSE) prepares...

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...

JPMorgan Earnings Preview: Can Strong Results Offset 5% Yields?

Finance Ishan Majumdar -
JPMorgan Chase & Co. (NYSE:JPM) reports its third-quarter 2026 earnings on October 13, with its earnings call scheduled for...

Qualcomm Ambarella Acquisition: AI Opportunity & Takeover Risks

Technology & AI Ishan Majumdar -
Shares of Ambarella (NASDAQ:AMBA) rebounded 7.22% on October 9, 2026, closing at $67.43 as speculation emerged that Qualcomm (NASDAQ:QCOM)...

Starbucks Chipotle Acquisition: Brian Niccol’s $50B Gamble?

M&A Ishan Majumdar -
Starbucks Corporation (NASDAQ:SBUX) could be considering one of the biggest acquisitions in restaurant industry history. Reports suggest the coffee...

Apple’s October 13 Smart-Home Launch: The AI Ecosystem Test

Technology & AI Ishan Majumdar -
Apple Inc. (NASDAQ:AAPL) is reportedly preparing for a major smart-home push on October 13, and the implications could extend...
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Intel Terafab Plans: 14A Progress Meets Valuation Risk

0
Intel (NASDAQ:INTC) has found itself at the center of...

Salesforce Braze Acquisition: Why Pay A 58% Premium?

0
Salesforce (NYSE:CRM) is making another major acquisition, and this...

SpaceX Tesla Merger: Starlink Profits, AI Spending & Valuation

0
SpaceX (NASDAQ: SPCX) is set to report its third-quarter...

Netflix Earnings Preview: The Real Q3 Risk

0
Netflix (NASDAQ: NFLX) reports its third-quarter earnings on October...

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