The $78-Per-Share Spread Nobody Disclosed
The Adit Ventures case is a warning for pre-IPO funds promising access to SpaceX, Klarna, and the next blockbuster listing.
The ROIC Question Is Finally Getting Answered
JPMorgan’s latest target raise is about backlogs converting into recognized revenue.
Barrick Beat on Ounces. Costs Won the Quarter.
Production beat guidance. Costs hit cash flow. The IPO catalyst is just getting started.
Chevron Is No Longer Just an Oil Company
Project Kilby, a 20-year Microsoft deal, and agentic robots on the Permian floor are rewriting what CVX actually is.
The Margin Story Is No Longer Theoretical
AI agents are delivering bottom-line gains across the S&P 500. The broadening is just beginning.
Abel Is Spending. Burry Is Not Impressed.
The real question isn’t whether Berkshire’s new CEO is deploying capital. It’s whether he’s deploying it well enough, at the right price, in the right market.
66 Jurisdictions Cleared. One Courtroom Holds the Deal.
The UK cleared Paramount’s WBD deal. The ticking fee that starts October 1 is the only number that matters now.
NVDA Is Up 10% This Week. August 26 Is the Only Number That Matters.
SpaceX went exclusive, hyperscalers raised capex again, and the stock is still 8% below its all-time high. Here is what the rally is really pricing.
DV Has a $13.60 Floor. The Real Story Is Bigger.
Nielsen’s $2.15 billion deal would close the book on public ad verification. Here is what the trade, the shift, and the independence question mean.
The $570B Wall Street Can’t Absorb
AI bond supply is testing demand. Early September is the real stress point.