Archive

The Next Big Power Play in the Streaming Wars

Netflix's latest move may be one of the most strategically sound and undervalued power plays in recent history...

• NFLX
• WBD

How to Find Your Next 'One-Day Double'

Deals like these are actually far more commonplace than most folks realize...

• DIS

The Hidden Winners From the Surge in Bank M&A

The boom in bank M&A activity has been a windfall for acquirers and their targets. However, another group has benefited even more directly...

It's Time to Go Whale Hunting

Many folks assume all acquisitions destroy value... But they're wrong...

• CSU.TO
• DHR
• TDG
• URI

Mergers Are Heating Up

We want you to understand... this isn't dumb luck...

Make the U.S. Blind-Spot Bet

This is a growing blind spot in national security... one we're only beginning to address...

The Grid's New Pressure Valve

By funding grid investment, data centers can skip the line to get power...

• FLNC

Nvidia Fires Back (and We Agree)

There will be plenty of ups and downs as this tech build-out continues...

• AMZN
• GOOGL
• META
• MSFT
• NVDA
• ORCL
• PLTR

Investors Got Ahead of the Fed

A December rate cut, which seemed like a done deal, has become a point of debate...

Don't Ignore the 'All of the Above' AI Trade

It's no secret that AI is putting pressure on our power grid...

• ETR
• META