Deep Dive
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Railroad Wars: How FTAI’s $1.05 Billion Move To Acquire W&LE Ups the Ante In Freight M&A!
After the news about Union Pacific’s interest in acquiring Norfolk and CSX exploring a sale, we now see FTAI Infrastructure…
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Alphabet Just Unloaded Its CrowdStrike Stake—Is Wiz The New Security King?
Alphabet’s CapitalG fund completed its exit from CrowdStrike, selling its remaining 74,230 shares after an earlier trim in Q1, and…
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Disney Trades Down ESPN Stake To Secure NFL Network & Redzone—Can It Surpass Netflix’s Live-Sports Ambitions?
Disney agreed to swap a 10 percent stake in ESPN for full control of NFL Network and RedZone—a deal worth…
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Avantor Faces Activist Fire: Why Engine Capital Wants It Sold Now!
Avantor has landed in the sights of Engine Capital, which has built a 3% stake and is now pressing the…
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Intel’s NEX Spin-Out Faces A Game-Changer—Ericsson Steps Up
Intel’s freshly spun-off networking and edge business, NEX, is making waves after reports surfaced that Ericsson is in late-stage talks…
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Ethereum Nears Record Highs as Investors Eye Long-Term Potential
Ethereum (ETH), the world’s second-largest cryptocurrency by market cap, has surged to a near record high, fueled by optimism from…
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Is Amphenol’s $10.5 Billion Commscope Play The Next AI Goldmine—Or A Risky Gamble?
Amphenol has reignited Wall Street chatter by edging toward a $10.5 billion deal for CommScope’s CCS broadband connectivity & cable…
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HNI’s Bold $2.2 Billion Steelcase Gambit: A New Chapter In The Office Furniture Market?
HNI's announcement that it will acquire Steelcase in a $2.2 billion cash-and-stock deal has catalyzed intense debate among investors and…
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Y-mAbs’ $412 Million Take-Private Offer From SERB Poised To Upset The Oncology Landscape
Y-mAbs Therapeutics stunned investors when SERB Pharmaceuticals announced an all-cash bid to take the company private at $8.60 per share,…
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Palantir’s Pentagon Power Play: The Story Behind The $7.1 Billion Backlog & The 600% Rally!
As Palantir’s stock has climbed over 600% in the past year, its LTM EV/ Revenue multiple stands at 118x which…
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