’s €10 billion indicative approach for Delivery Hero did not arrive as a surprise to the market — it arrived as a declaration, timed precisely when the German platform is at its most structurally vulnerable and its activist shareholders are at their most emboldened. The absence of a premium above Friday’s close, combined with activist ...
The from last week got a good response over on www.seekingalpha.com. Being a one-man shop, when an article like that is contemplated, notes are furiously scribbled from the events of those days and as the list grows, it’s eventually pruned and a blog post is quickly tossed up. Last week, this blog failed to mention ...
Energy is the lifeblood of the artificial intelligence (AI) revolution. It’s no secret that AI infrastructure and workloads require up to 10X more power than traditional data centers. Data centers will consumer up to 12% of all electricity generated in the United States by 2030. There is a very real need to find new sources ...
SpaceX is reportedly preparing for a June IPO under the ticker , with pricing targeted around 11 June and listing day potentially arriving on 12 June. The deal is reported to be targeting a raise of around $75 billion at a valuation near $1.75 trillion, which would put it among the largest IPOs in history. ...
Editor’s Note: The U.S. stock market and the InvestorPlace offices, including Customer Service, will be closed tomorrow, May 25, in observance of Memorial Day. Our regular hours will resume on Tuesday, May 26, at 9 a.m. Eastern. Tom Yeung here with your Sunday Digest. For centuries, Swiss cheesemakers considered the famous holes in their products as ...
US-Iran peace deal, core PCE price index, and more AI-linked earnings could dominate the coming week. Marvell is the high-flyer, powered by AI infrastructure momentum and set for another market-moving earnings release. Kohl’s, meanwhile, faces a tough retail environment and is likely to disappoint investors with its upcoming results. U.S. stocks closed broadly higher on ...
Market turbulence isn’t the real danger. Flying blind is. Listen to the audio version of this article (generated by AI). Volatility is becoming the market’s default setting and the investors with the right signals may have a major advantage If you have any experience flying at all, you’ll recognize the following scenario. The flight is ...
The same setup handed Jonathan Rose one of his best energy trades earlier this year. Listen to the audio version of this article (generated by AI). In October 1973, the world learned just how fragile the global oil order really was. A coalition of Arab states attacked Israel on Yom Kippur. The U.S. responded by ...
One signal tracks refining profits. The other tracks supply stress. Listen to the audio version of this article (generated by AI). Editor’s Note: I’ve been through enough oil shocks, market rotations and geopolitical scares to know one thing: When energy volatility starts heating up, investors need to pay attention. That doesn’t mean you panic. It ...
SpaceX IPO news: Possible 2026 listing, valuation estimates, Starlink performance, xAI merger and risks for investors explained Space Exploration Technologies Corp (SpaceX) is one of the world’s most valuable and closely watched private companies. Founded in 2002 by Elon Musk, it builds rockets, operates Starlink satellite internet, and after the xAI deal has expanded into ...
