NewsletterNewsletter
📈 AMD vs. Nvidia: The $2.5B Battle for AI Drug Discovery

📈 AMD vs. Nvidia: The $2.5B Battle for AI Drug Discovery

Boston Scientific surges on $900M takeover of Bolt Medical, Constellation Energy to buy Calpine for $30B, Goodyear gets $701M for Dunlop, SPARC Groups merges with JCPenney, AMD's AI Drug Discovery Bet

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Anthropic's $60B Moonshot

📈 Anthropic's $60B Moonshot

Trump announces $20B investment in US Data Centers, Nvidia unveils $3k desktop AI computer, Cintas proposes $5.1B takeover of UniFirst, Amazon invests $11B in AI infrastructure, Anthropic raises on $60B Valuation

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Disney Fuels Fubo 251% Gain

📈 Disney Fuels Fubo 251% Gain

Stryker to buy Inari for nearly $5B, Ulta names new CEO, Toyota to mass produce rockets with Interstellar, Phillips 66 to acquire EPIC NGL for $2.2B, Fubo shares soar 251%

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Rivian Charges Back

📈 Rivian Charges Back

Microsoft to invest $80B on AI data centers, CES set to kickoff with a focus on AI, Paychex to buy rival Paycor, United brings Starlink to flights this spring, Rivian scores a production win

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Nuclear's $1B Federal Power Play

📈 Nuclear's $1B Federal Power Play

Tesla slides on delivery miss, Neumora Therapeutics stock craters after trial failure, Carvana shares tank after Hindenburg accusations, Apple to pay $96M to settle claims on Siri eavesdropping, Constellation Energy lands $1B nuclear deal

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 ETFs Smash $10T Ceiling

📈 ETFs Smash $10T Ceiling

China hacks US Treasury, Nvidia entering limitless era, Meta well positioned heading into 2025, Buffet buying up 90s dotcom darling, ETFs continue to grow in popularity

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Media's Deal-Making Renaissance

📈 Media's Deal-Making Renaissance

Bezos' Blue Origin gets FAA license, Siemens reviewing Healthineers stake, Novartis facing kickback claims, OpenAI seeks capital to become a public benefit corp., Major media dealmaking on the horizon

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Natural Gas 2.0 Set to Surge

📈 Natural Gas 2.0 Set to Surge

Broadcom a big winner, Nvidia sees influx of retail investors, Toyota stock soars, Apple stock continues winning streak, U.S. LNG Poised to Replace Russia

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Xerox’s $1.5B Power Play

📈 Xerox’s $1.5B Power Play

Apple poised to break $4T, Nordstrom to go private in $6.25B deal, Google counters breakup proposal, TPG seeks to buy Altus Power, Xerox to acquire Lexmark

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Palantir Looks to Disrupt Defense Giants

📈 Palantir Looks to Disrupt Defense Giants

US finalizes $6.75B for chips to Samsung & Texas Instruments, FDA approves Lilly obesity med for sleep apnea, Carnival ends 2024 with record revenue, Stellantis reverses layoffs, Palantir & Anduril’s Pentagon power play

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Nike Laces Up for a Comeback

📈 Nike Laces Up for a Comeback

FedEx to split into 2 public companies, BigLots closing all stores, Micron stock drops, TPG seeks to buy Crown Castle fiber for $8B, Nike beats low expectations

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Merck’s $2B Slim Chance

📈 Merck’s $2B Slim Chance

TikTok ban to be heard by Supreme Court, Micron's stock slides, Altman backed nuclear startup gets massive deal, CVS accused of billing US govt. for opioids, Merck inks mega-deal for weight loss drug

Evelio Silvera
Evelio Silvera