Archive

Iceland Alone Can't Keep Data Centers Cool

Standing up a data center isn't as easy as stacking servers in a warehouse...

Homebuilders Are Slashing Rates – And It's a Big Red Flag

Homebuilders seem to be getting desperate at the exact wrong time...

Investors Don't 'Get' This Tech-Driven Broker

For most banks and brokerages, tech is an afterthought...

• IBKR

The Downside of AI Employees

The removal of junior roles is becoming a dangerous macro trend...

• FISV
• JPM

A Brand-New World for Sports Betting

As more competition rises in this space, it's going to weigh on the old model...

• DKNG
• FLUT

The Christmas Miracle That Changed Banking Forever

These types of companies have changed the rules of banking...

• ALLY
• GM

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