DOJ Review of Nvidia’s Hugging Face Deal Raises New AI Antitrust Risk
The DOJ’s reported review of Nvidia’s $12.9 billion Hugging Face deal adds uncertainty to AI deal timing, structure and ecosystem control.
Dine Brands Deploys Poison Pill as Reported Cobblers-Arkhouse Bid Escalates
Dine Brands adopted a shareholder rights plan after reports of a Cobblers-Arkhouse takeover bid, rai…
ADT Buyout Creates Major Risk-Arbitrage Test as Thrive Holdings Backs $15 Billion Deal
ADT's confirmed $15 billion take-private deal with Thrive Holdings puts a major consumer-security tr…
Marvell-Lumentum Deal Talks Put AI Data-Center Optics Consolidation in the Spotlight
Reported acquisition talks between Marvell and Lumentum put AI data-center optics, supply-chain cons…
Phillips 66’s Record Profit Highlights Refining Strength as Crude Prices Fall
Phillips 66’s record quarterly profit, led by refining, shows how downstream strength can support US…
DoorDash’s $17 Billion Instacart Deal Puts Delivery Consolidation and Antitrust Risk in Focus
DoorDash’s proposed $17 billion Instacart acquisition could reshape US delivery while putting financ…
GE Vernova’s $9 Billion Trench Deal Puts Grid Infrastructure Demand in Focus
GE Vernova’s $9 billion Trench acquisition and higher revenue forecast spotlight the grid equipment …
Frontier Airlines’ 71% Airfare Increase Tests the Limits of Consumer Pricing Power
Frontier Airlines’ 71% third-quarter airfare increase offers investors a read on consumer resilience…
Wendy’s Shares Jump on Report of Trian Partners’ $1.4 Billion Takeover Offer
Wendy’s shares jumped after a report said Nelson Peltz’s Trian Partners made a $1.4 billion takeover…
CoStar’s $730 Million Vexcel Acquisition Expands the Data Consolidation Theme
CoStar’s proposed $730 million Vexcel deal links real-estate information with aerial imaging and hig…
Robinhood’s Q3 Diversification Shows How Options and Event Contracts Are Offsetting Crypto Weakness
Robinhood’s 12% Q3 revenue growth highlights how options, prediction markets and financial services …
I Squared Capital’s Orizon Deal Highlights Aerospace Supply-Chain Consolidation
I Squared Capital’s agreement to acquire Orizon underscores private equity’s interest in mission-cri…
Ares Capital to Buy MidCap Financial for $2.6 Billion as Private Credit Consolidates
Ares Capital’s $2.6 billion cash-and-stock acquisition of MidCap Financial sent MFIC shares up 17%, …