Microsoft’s AI Pivot Draws a Bullish Turn From a Longtime Skeptic
Melius Research’s Ben Reitzes has turned bullish on Microsoft, a shift that could influence sentiment across mega-cap technology and major US indexes.
Nvidia Nears Record Close as Investors Watch Buyback Plans
Nvidia’s bid to reclaim its record closing high puts AI and chip sentiment in focus, while investors…
GE HealthCare’s $945 Million Sofie Biosciences Deal Deepens Bet on Radiopharmaceuticals
GE HealthCare’s $945 million Sofie Biosciences acquisition expands its radiopharmaceutical and molec…
Curaleaf Raises Aurora Cannabis Bid as Cross-Border M&A Returns to Focus
Curaleaf has enhanced its offer for Aurora Cannabis, putting cross-border cannabis consolidation bac…
Rising Jet Fuel Costs Put US Airline Margins Under Pressure
US airlines are trimming capacity as jet fuel costs rise, but resilient travel demand may not be eno…
Schneider Electric Agrees to Buy PTC for $23.7 Billion in Major US Industrial Software Deal
Schneider Electric will acquire US-listed PTC for $205 per share in a $23.7 billion deal, creating a…
Cenovus-Athabasca $5.7B Deal Reshapes Canadian Oil Sands and Sets Up CVE-ATH Arbitrage
Cenovus’s $5.7B cash-and-stock Athabasca deal creates a major oil sands consolidation and puts the C…
Flux Power Shares Rise After Board Rejects Solidion Technology Takeover Proposal
Flux Power shares rose after its board rejected Solidion Technology’s takeover proposal, shifting at…
Skydance Names Ynon Kreiz Co-CEO Ahead of Pending Merger
Ynon Kreiz joins David Ellison as Skydance co-CEO, bringing greater governance clarity before the co…
Nasdaq 100 Hits Record as Weak Jobs Data Revives Rate-Cut Bets
A softer September jobs report lifted the Nasdaq 100 to a record as yields, the dollar and AI-chip l…
Could Utilities Rebound as Bond-Selloff Signals Point to a Turn in Yields?
Utilities face pressure from rising yields, but options positioning and bond-market clues may point …
Nvidia Reaches Record Highs as Tech Leadership Meets Boeing Strength
Nvidia’s new record highs put AI-trade leadership and Nasdaq sentiment in focus, while positive Boei…
GFL Environmental Shares Rise as Report Points to Competing Private Equity Offers
GFL Environmental shares gained after a report said two private equity consortia made acquisition of…