Markets & Equities

What Is an M&A Advisory?

This article is general information about M&A advisory and is not legal, financial, or investment advice. Evaluate any advisor, firm,…

1 month ago

Rocket Lab’s $8 Billion Iridium Deal Is a Bet on the Whole Space Stack

Article BriefKey Takeaways5 Points30s Read01The deal-Rocket Lab agreed to buy Iridium for about $8 billion in cash and stock -…

1 month ago

Wall Street Doubled Its Micron Targets. June 24 Is the Test.

Micron walks into its fiscal third-quarter report on June 24 carrying something unusual for an earnings night: a stock that…

2 months ago

Washington Thinks China Has ASML’s Best Machine. ASML Says It’s Impossible.

The headline that crossed on June 19 was the kind that moves a stock: US officials suspect China may have…

2 months ago

Behind Every AI Chip Is a Quieter Trade. It Just Surged.

The most-owned trade in the market is the AI chip — Nvidia, the accelerators, the names every investor can recite.…

2 months ago

The AI Memory Crunch Reached Your iPhone. Sandisk and Micron Cashed In.

For two years, the AI memory boom was a data-center story — a fight over high-bandwidth chips most consumers never…

2 months ago

The AI Memory Crunch Reached Your iPhone. Sandisk and Micron Cashed In.

For two years, the AI memory boom was a data-center story — a fight over high-bandwidth chips most consumers never…

2 months ago

Vertiv Is Winning AI’s Heat Problem. The Stock Already Knows

Vertiv Holdings has become one of the cleanest ways to own the AI build-out without betting on which chip wins.…

2 months ago

Cerebras’s First Earnings Test Isn’t Profit — It’s Who’s Buying

When Cerebras Systems posts its first quarterly report as a public company after the closing bell on June 23, the…

2 months ago

CrowdStrike’s 4-for-1 Stock Split and Its Post-Earnings Slide

CrowdStrike (CRWD) is about to get a lot cheaper per share without getting any cheaper as a company. The board…

2 months ago