Cencora’s $3.5B Deal Is Blocked. Is COR Worth Buying Now?
The FTC sued Nov. 13 to stop the MWI sale. The core pharma business was never the problem.
Applied Materials Had a Record Quarter. Its Stock Is 50% Off Its High.
Revenue up 53%, free cash flow of $2.6 billion in a quarter, and Q1 guidance above estimates. The gap between this business and its stock price is the opportunity.
MUFG Now Pays You to Own It. What That’s Worth.
A record first-half profit and a ¥200bn buyback show a shift in shareholder returns.
Toast’s AI Agents Are Now Doing the Work, Not Just the Reporting
Most vertical software companies spend years building toward a moment when their platform becomes the operating system of an industry….
Trustmark Holders Won’t Get Cash. They’ll Get HWC Stock Instead.
The all-stock structure means TRMK shareholders are becoming long-term owners of a $58 billion Gulf South bank, not collecting a takeover cheque.
Anthropic Is Worth $1.4 Trillion on Paper. The $895 Billion Bill Comes Later.
Revenue is surging. The compute commitments that enable it are the real variable traders need to price.
Nvidia Lost $600 Billion This Week. The Real Problem Isn’t the Scandal.
Nvidia lost more than $600 billion in market value this week after reports surfaced that Jensen Huang had extramarital affairs…
Siemens Has a €143 Billion Backlog. The Market Still Prices It Like a European Also-Ran.
Record orders, record free cash flow, and a raised growth outlook put Europe’s largest industrial in a category the market has yet to price correctly.
Lyft’s Hidden Asset Is Worth More Than Its Stock Price
A regulatory charge knocked LYFT down after Q3. What it obscured is Flexdrive, the fleet operation that makes Lyft a serious acquisition candidate.
Altria Raises Its Dividend Again. The Engine Doing It May Surprise You.
Most income investors know Altria (NYSE: MO) for its yield. Fewer understand exactly how the company keeps funding it while…