NewsletterNewsletter
📈 Airline Stocks in the Bargain Bin

📈 Airline Stocks in the Bargain Bin

Reddit rallies after slump, Unilever speeds up sale of food brands, Stitch Fix stock rallies, Tesla shares rise after bad day, Airline CEOs warn of domestic slowdown

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Rocket's $1.75B Redfin Grab

📈 Rocket's $1.75B Redfin Grab

Tesla plunges 15%, Hinge Health files for IPO, Asana stock plummets 25%, Oracle shares turn lower on revenue miss, Redfin stock spikes after mortgage giant Rocket acquisition

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 ServiceNow’s $3B AI Bet

📈 ServiceNow’s $3B AI Bet

Mantle Ridge build $1B stake in Cognizant, Intel deal now seems unlikely, Apple breaks tradition with new releases, Universal Music Group rises on revenue beat, ServiceNow eyes AI acquisition

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Broadcom's 25% Revenue Surge

📈 Broadcom's 25% Revenue Surge

Trump establishes U.S. strategic bitcoin reserve, Walgreens goes private in $10B deal, HPE misses revenue estimates, Gap shares spike 17%, Broadcom shares soar 16%

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Novo's Weight-Loss Drug War

📈 Novo's Weight-Loss Drug War

Nvidia-backed CoreWeave acquires AI developer platform, Tariffs weigh on E-Comm stocks, MongoDB shares sink, Abercrombie stock plunges, Novo Nordisk goes direct to consumer with Wegovy

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 BlackRock's $23B Port Power Play

📈 BlackRock's $23B Port Power Play

Honeywell makes $2.2B deal for Pump Maker, Okta pops more than 24%, CrowdStrike falls 9%, CFPB drops case against Zelle, BlackRock inks deal for Panama Canal ports

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 TSMC Bets $100B on U.S. Chips

📈 TSMC Bets $100B on U.S. Chips

Nvidia tumbles 8%, AbbVie strikes $2.2B deal with Gubra, Anthropic raises $3.5B, CoreWeave files for IPO, TSMC to build AZ plants with investment

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Salesforce's AI Cash Flow Agents

📈 Salesforce's AI Cash Flow Agents

Shell considers sale of chemicals in US, Prada moving closer on $1.6B Versace deal, Walmart earnings fail to please, Microsoft shutting down Skype, Salesforce's Agentforce platform worth examining

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Media Giants Go Solo

📈 Media Giants Go Solo

Amazon launches slew of new AI devices, IBM completes acquisition of HashiCorp, Moderna stock tumbles, Meta seeks to raise $35B for data center, Fox, Disney and WBD plan to go it alone in sports streaming

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Nvidia's 78% Revenue Surge

📈 Nvidia's 78% Revenue Surge

Lilly to invest $27B in U.S. plants, Teladoc stock falls 10%, Salesforce misses on revenue, Paramount skids to a loss, Nvidia sales grow on AI demand

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Super Micro Dodges Delisting Bullet

📈 Super Micro Dodges Delisting Bullet

Tesla slumps more than 8%, Meta scores a win over Apple, Thermo Fisher buys Solventum filtration business for $4.1B, Workday beats estimates, Super Micro files financials just ahead of Nasdaq deadline

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
📈 Hims & Hers Margin Squeeze

📈 Hims & Hers Margin Squeeze

Apple boosts U.S. investment with $500B pledge, Chegg sues Google, Palantir loses 20% in a week, JPMorgan has $50B more for lending, Hims & Hers shares plunge

Evelio Silvera
Evelio Silvera