Steve Eisman’s AI Warning Puts Broader U.S. Equity Risk Back in Focus
Steve Eisman is becoming more conservative, warning that an AI trade tipping point could carry broader US equity risks.
Phillips 66’s Record Quarter Puts Refining Margins in the Spotlight
Phillips 66’s record quarter, driven by stronger refining margins, offers a crucial read-through for…
Nvidia-Hugging Face Deal Faces DOJ Review as AI Antitrust Risk Rises
A DOJ review of Nvidia’s $12.9 billion Hugging Face deal could extend closing uncertainty and raise …
Marvell-Lumentum Deal Talks Put AI Datacenter Interconnect Stocks in Focus
Lumentum shares jumped on reported Marvell talks, putting optical networking and AI datacenter inter…
MGM Board Gains Support as Change-of-Control Vote Comes Into Focus
MGM Resorts and People Inc. will vote with the MGM board, sharpening the governance picture around a…
GE Vernova’s $9 Billion Trench Deal Highlights the Grid Investment Boom
GE Vernova’s $9 billion Trench acquisition expands its grid-equipment exposure as electrification an…
Wendy’s Takeover Report Puts Activist Investor Trian Back in the Spotlight
A reported $1.4 billion Trian offer has pushed Wendy’s into the takeover spotlight and revived quest…
Robinhood’s Q3 Revenue Growth Shows How Options and Prediction Markets Are Replacing Crypto Volatility
Robinhood’s Q3 revenue rose 12% year over year as options, prediction markets and other services off…
Wendy’s Jumps as Trian Reportedly Makes $1.4 Billion Takeover Offer
Wendy’s shares jumped after a report said Trian made a $1.4 billion takeover offer, putting a potent…
GE Vernova’s $9 Billion Trench Deal Signals a New Grid Infrastructure Race
GE Vernova’s planned $9 billion Trench acquisition and higher revenue forecast highlight rising dema…