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.
ADT’s $15 Billion Take-Private Deal Highlights Private Capital’s Appetite for Recurring Revenue
ADT’s confirmed $15 billion acquisition by Thrive Holdings turns earlier takeover speculation into one of the security sector’s largest M&A …
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 pending change-of-control matter.
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 questions about restaurant-sector consolidati…
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 offset weaker crypto activity.
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 potential take-private deal in focus.
UniFirst-Cintas Deal Spread Widens as FTC Report Raises Merger Risk
The UniFirst-Cintas deal spread widened sharply after a report that the FTC plans to sue, putting merger-arbitrage assumptions under pressur…
Ares Capital’s $2.6 Billion MidCap Financial Deal Sends MFIC Shares Higher
Ares Capital’s $2.6 billion acquisition of MidCap Financial sent MFIC shares 17% higher, highlighting consolidation in private credit.
DoorDash Shares Slide as Instacart Takeover Talks Raise Deal and Antitrust Questions
DoorDash shares declined after reported talks to purchase Instacart, putting deal strategy and antitrust scrutiny in focus.
Mortgage Rates Above 7% Put the Higher-for-Longer Trade Back in Focus
Mortgage rates above 7% are being called the new normal, raising fresh pressure points for housing, REITs and consumer stocks ahead of the F…
Morgan Stanley’s $172 Million Virginia Deal Tests Demand for Industrial Real Estate
Morgan Stanley’s $172 million Virginia industrial acquisition offers a data point on institutional real-asset demand amid mortgage rates abo…
Reported $6 Billion Surgery Partners Deal Puts Healthcare M&A in Focus
A reported $6 billion Bon Secours takeover of Surgery Partners highlights healthcare consolidation, but deal terms remain unconfirmed.