Reports say Ambarella is in a late-stage auction. AMD is not listed.
CVX Owns a Piece of Eavor. Now It Should Buy the Rest.
Chevron is no longer purely an oil company. The evidence is piling up fast. Chevron signed a 20-year agreement with…
Zscaler Is Down 23% in a Year. That Makes It PANW’s Most Compelling Problem.
Palo Alto Networks spent most of fiscal 2026 chewing through the largest acquisition in its history. The $25 billion CyberArk…
This Buyout Case Is Getting Hard to Ignore
October 28, 2026 Viking Therapeutics trades at $3.1B with roughly $1B in cash, four active Phase 3 trials, and a…
PANW Owns Identity. Zscaler Is the SASE Gap It Cannot Ignore.
Palo Alto Networks does not lack ambition. In fiscal 2026 alone it closed CyberArk, Chronosphere, Koi, and Portkey, a buying…
DO YOU LIVE HERE?
October 28, 2026 Bonus Content: CVX Owns a Piece of Eavor. Now It Should Buy the Rest. A note from…
Your book is inside
October 28, 2026 Bonus Content: Stellantis Revenue Grew in Q3. Europe Is Why. North America Is the Problem. A note…
Finally… options made simple
October 28, 2026 Bonus Content: Enphase Drops 16% After Missing on Revenue, Earnings, and Guidance A note from our friends…
The Next AI Shock Starts Here
October 28, 2026 Bonus Content: T-Mobile’s $1.17 Dividend Is on the Line Tonight A note from our friends at MarketWise(ad)…
GSK Grew Sales 5% and Still Had £2.1 Billion Left Over
A $2.2 billion Zantac settlement did not stop GSK beating estimates, reaffirming guidance, and generating £2.1 billion of free cash…