Technology
Oracle’s Rising Default-Protection Costs Put the AI Debt Trade Under a Credit Stress Test
Oracle’s rising default-protection costs are testing confidence in the debt financing behind the AI buildout, …
Oct 19
Markets
NYSE Joins CBOE in Extended-Hours Options Push as 24-Hour Trading Race Accelerates
NYSE’s extended-hours options plan, following CBOE, could reshape overnight liquidity, volatility and reaction…
Oct 19
Analysis
Skyworks Re-Rating Case Gains Momentum as Starboard Eyes Qorvo Deal Upside
A reported Starboard thesis puts Skyworks’ Qorvo deal under a brighter spotlight, with traders watching for vo…
Oct 19
Earnings
Centrus Energy’s $116 Million Westerman Deal Deepens Its Nuclear Supply Chain
Centrus Energy’s $116 million Westerman acquisition adds centrifuge-supply capability and may strengthen its p…
Oct 19
Markets
Red Cat’s Steyr Motors Proposal Tests the Next Leg of Its Defense-Tech Expansion
Red Cat’s proposed Steyr Motors acquisition could broaden its defense-tech platform beyond drones while puttin…
Oct 19
Mergers
Merger Arbitrage Spread: How to Calculate It, With Examples
A merger arbitrage spread is the offer price minus the target's market price, and its annualized version shows…
Oct 19
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Markets
- Proofpoint's $6.3 Billion Varonis Takeover Fuels Fresh Cybersecurity M&A Bets
- CCC Intelligent Solutions’ $6.1 Billion Take-Private Deal Gives Event Investors a New Test
- Aurora Cannabis Urges Rejection of Curaleaf’s Revised Bid as Takeover Battle Escalates
- Cboe’s Extended Options Hours Reshape Trading Around the U.S. Open and Close
Economy
- Hot September CPI Sends Stocks Lower as Energy Costs Lift Yields and the Dollar
- Treasury Yields Hover Near 24-Year Highs as Bessent Adds Shelton and Zervos
- 30-Year Treasury Yield Hits 5.70% as Rising Rates Pressure U.S. Risk Assets
- Record Nasdaq 100 Close Shows How a Soft Jobs Report Is Repricing Fed Expectations
Analysis
- Cameco Put Buying Jumps 186% as Traders Brace for Uranium Volatility
- Ero Copper’s CANSLIM Profile Signals a Potential Breakout, but Brazil Risk Warrants Caution
- Unusual Options Flow Makes Robinhood a Key HOOD Volatility Watch
- Microsoft Stock Nears a Three-Month High, but Below-Average Volume Raises Breakout Questions
Earnings
- Truist Earnings Miss and LightStream Sale Put Bank Repositioning Under the Microscope
- Morgan Stanley Earnings Beat Puts Bank Trading Momentum Back in Focus
- Bank of America’s $1.2 Billion Fine Puts Regulatory Risk at the Center of Q3 Bank Earnings
- UnitedHealth Raises 2026 Adjusted EPS Outlook After Quarterly Estimates Beat
Technology
- CoreWeave Sell-Off Widens AI Valuation Divide and Tests Neocloud Sentiment
- Rubrik’s 10/10 Technical Rating Puts $RBRK Bull-Flag Setup in Focus
- Salesforce’s AI Acquisition and Double Upgrade Create a High-Stakes CRM Earnings Setup
- Amazon’s Reported $7 Billion Decart Talks Put AI Spending Back in Focus
IPO
- Tamarack Valley Energy and Headwater Exploration: A C$10 Billion Consolidation in the Canadian Oil Sector
- New Entrant XTEND AI Robotics Launches on NYSE: What Investors Should Know
- Bunker Hill Mining and Silver47: A New Era in US Silver and Critical Minerals
- Arbitrage Opportunities Arise from Francisco Partners' $7.40 Cash Offer for Weave Communications
Mergers
- Diversified Royalty Corp. Expands Portfolio with Mr. Lube + Tires Acquisition
- ZRG Expands Leadership Services with Fortium Acquisition
- SpaceX's $60B Cursor Acquisition: Transformative Bet or Overextension?
- ITT Inc. Boosts Aerospace Sector with $31M Acquisition of Aerospace Contacts