Silver Lake Sues Icahn Over Endeavor Deal: M&A Stakes
Silver Lake takes Carl Icahn to court over the Endeavor buyout in a lawsuit with major M&A implications. Here's what investors need to know about the legal battle.
Editorial8 min read
Apple iPhone Price Hike May Hurt Margins, Bernstein Warns
Bernstein analysts warn Apple's iPhone price hike could squeeze gross margins as rising component costs create risks Wall Street may be underestimating.
Editorial6 min read
Palantir 2026 High: AI Hype or Real Enterprise Demand?
Palantir stock hits its highest close of 2026 after a strong earnings report fuels AI optimism. We break down whether the rally reflects durable enterprise demand.
Editorial7 min read
Kalshi's $5B Trade Pattern Under Regulatory Watch
Regulators scrutinize a surge of nearly identical $5,500 Kalshi trades totaling $5 billion. What the pattern means for prediction market oversight.
Editorial7 min read
Bastion's OCC Nod: Crypto Banking Goes Mainstream
Bastion's conditional OCC trust bank approval signals stablecoin banking is entering the mainstream. Here's what it means for corporate crypto adoption.
Editorial7 min read
Aon Taps Debt Markets for $13.4B to Close USI Deal
Aon launches a $13.4 billion senior notes offering to finance its acquisition of USI Insurance Services. Here's what the deal means for the insurance brokerage industry.
Editorial7 min read
Wall Street Is Watching the Wrong Alphabet Metric
Investors obsess over Alphabet AI model rankings, but analysts say Google cloud growth is the metric that truly signals Alphabet's long-term AI value.
Editorial7 min read
3 Numbers That Will Define Micron's Earnings Report
Ahead of Micron's earnings report, a Rosenblatt analyst flags three key metrics: customer agreements, rising chip prices, and stock buybacks. Here's what to watch.
Editorial7 min read
Texas Freezes Data Center Permits Over Grid Concerns
Texas Governor Abbott halts all state-issued data center permits until a grid audit is complete, putting AI infrastructure expansion in direct conflict with energy policy.
Editorial7 min read
Howie Buffett and Berkshire's Culture Shift Explained
Howie Buffett steps up to preserve Berkshire Hathaway's culture. Here's what the leadership transition means for shareholders and long-term investors.
Editorial7 min read
Insurance Firm Becomes High-Risk Private Lender
Delaware Life transformed from a traditional insurer into a private-credit lender with riskier investments than peers. Here's what regulators need to know.
Editorial6 min read
2021 Apartment Loans: 53% Delinquent & What It Means
Over half of one 2021 multifamily mortgage pool is delinquent. Here's what CRE investors must know about apartment loan distress and emerging bargains.
Editorial7 min read