GTCR Is Buying SPS Commerce. The Stock Still Hasn’t Priced It In.
A credible private equity bid and 17 times earnings can help underwrite your downside.
Duolingo Told Citi Its Revenue Slowdown Is Intentional
At the Global TMT Conference, von Ahn framed the DAU race to 100 million as the only metric that matters…
395 Breached Orgs Show AI Attacks Are Here. Can CRWD, PANW, and ZS Sell the Fix?
The GreyNoise PaperCut campaign ends the threat debate. Can budgets move?
Morgan Stanley Helped OpenAI Build the Tool That Could Replace Its Own Junior Bankers
Co-designing your own disruption is either the shrewdest capital allocation on Wall Street or a slow-motion surrender of the moat.
Brent Above $100 With Iran Talks Monday. Here Is How to Trade It.
Monday's Oman meeting between Gulf and Iranian ministers puts every energy position on a hair trigger, and the IEA just…
Bath & Body Works Could Be Sold. Options Beat the Stock.
Barington's stake is too small to force a deal, but a long-dated call spread gives you upside if private equity…
Saudi Arabia Is Pumping Oil at 1990 Levels. The Spare Capacity Safety Net Is Gone.
With 6.24 million barrels a day leaving Aramco's fields, energy investors are reckoning with a world where the market's traditional…
Anthropic Is Spending $135 Billion It Hasn’t Borrowed Yet
Nvidia holds the lease, Lambda holds the contract, and credit analysts have no income statement to read.
Intuit Is Down 55% From Its High. The Numbers Say the Selloff Missed the Story.
With 14% revenue growth, 20% EPS growth, and a $5.5B buyback, INTU's AI-disruption discount has become an argument for owning…
ASML Got 3 Foundries to Commit. Best Chip Equipment Buy?
With TSMC, Samsung and Intel Foundry publicly tied to High-NA EUV timelines into the early 2030s, ASML’s position looks stronger…