ZIM’s proposed deal carries a claimed 23% spread and 110% IRR by Q4 2026, with Q3 and Q4 dividends potentially raising returns if closing is delayed or rejected.
Wall Street is sleeping on $GME https://t.co/x35RBIivhJ
Yes. Minority specs investors get in line. 7k patents. No puck. Who wants to do the sotp for $snap when they get the $5B (at least) mark on Specs? Is 2.5x ebitda cheap? https://t.co/Y3kEu8rObr
General Mills Profit, Sales Slip as Turnaround Continues $GIS https://t.co/hCadtnVNZ8
Cracker Barrel Targets Sales Growth as New CEO Keeps Strategy Intact $CBRL https://t.co/kyqbCDcQSK
Grail’s Multi-Cancer Blood Test Gets FDA Committee Vote for Premarket Approval $GRAL https://t.co/bdcNEQtgT5
Activist Starboard Urges Construction Company to Explore Sale $KNF https://t.co/SaDmClimTV
Barry Diller Withdraws Bid for MGM Resorts $MGM https://t.co/2iXlXJ49gY
$CROX is the footwear for historic moments https://t.co/BWIcDcD92J
CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…
Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…
Firefly Aerospace grew backlog to $1.5 billion, won two 2028 lunar missions and acquired Space-ng for autonomous navigation across its Blue…
Cellebrite converts more than 110% of EBITDA into free cash flow and trades at 12.5 times free cash flow, with management targeting 15% or…
Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…
Reddit’s subreddit-driven communities support targeted advertising, and its 0.3 PEG ratio makes RDDT undervalued, according to the upgrade…
Fountainhead 4 clicks
Shift4 trades at 6.5 times EBITDA despite 11% organic growth, with Shift4 Dine equipment leases reaching a $400 million run rate as…
Credo Technology was added at $170.54 after a 40% selloff, backed by its high-speed AECs and optical connectivity for AI data centers.
Copart’s $1.9 billion ACV Auctions acquisition targets renewed growth, with EPS accretion expected by fiscal 2028 as insurance…
Robert J. Lake 2 clicks
GameStop's collectibles mix rose to 45% of sales as gross margin reached 44%, supporting a deep-value case built on cash and store…
WDAY · long Workday shares have declined since February 2024 as the market has turned against SaaS stocks.
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
Silver Lake’s reported talks to buy Workday briefly lifted software stocks, reviving hopes that private equity sees value in beaten-down…
Large active managers cluster in Visa, Mastercard, S&P Global, FICO, Alphabet, Meta and Berkshire, challenging alpha in widely owned…
ZhongAn Online trades at 0.57 times book after five profitable underwriting years, with a 95.8% combined ratio and ZA Bank’s first…
DNOW’s MRC Global merger targets $75 million of synergies, with a 2029 bull case of $30 to $32 per share driven by cash flow and rerating.
CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…
Cellebrite cut 2026 ARR guidance by $15 million, replaced its CEO and saw shares fall 30% as elongated sales cycles raise execution…
NRP has retired debt and preferred stock, leaving 13 million acres of mineral rights to fund higher cash distributions, buybacks and soda…
Coherent’s Q4 FY26 results prompt claims that poor 6-inch InP laser yields are limiting margins versus Lumentum in co-packaged optics.
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