Global Payments Jumped 11%. Private Equity Sees a Gap.
CD&R and GTCR are eyeing a $40 billion buyout of a stock down over 60% from its 2021 peak.
China’s Factory PMI Missed 50.0. Miners Face Monday.
A 49.3 reading below every major forecast puts BHP, RIO, and commodity-linked names in the crosshairs at the open.
Marvell Lost $33 a Share on a Deal Nobody Has Signed Yet
The 13% MRVL selloff is less about lasers and more about what the buy side will no longer tolerate at…
Brent at $116 Is the Market’s Answer to Tehran and Washington
Four tankers, two contradictory claims, and a fourth straight monthly gain that tells you which side oil traders believe.
Voyager Already Bought the Company Amazon Needed
Astrobotic is gone. The lunar logistics play for Amazon now runs through a public company trading at a fraction of…
ServiceNow Fell 18% Overnight. The Business Did Not.
Two cents sent NOW to about $123. Subscription revenue grew 21% and the AI target rose 70%.
Unity’s Industrial AI Turn Is What Microsoft Needs
With Xbox revenue down and Azure pushing deeper into XR, Unity’s real-time 3D engine looks like a credible enterprise acquisition…
KLA’s $190bn Equipment Outlook Meets Memory’s Capital Restraint
Tonight's Q1 report is the first earnings test of whether the chip-equipment industry's boldest spending forecast can survive the memory…
The KOSPI Just Tripped Its Second Halt in Six Days. That Is Not a Healthy Rally.
Korea's GDP beat was real. The market's reaction tells a different story about what is driving it.
Stablecoin Rules Are Splitting North America in Two
The OCC is courting banks as stablecoin issuers while Canada bans paying yield, and the gap between those two rulebooks…