Breaking News To Trading Moves
Episodes
The Infosys ADR Flash Spike and Market Impact Analysis
22 Dec 2025
Contributed by Lukas
Infosys ADRs spike ~40% on NYSE, trading halts, company says no “material events”Today we’re talking about a weird one: Infosys ADRs on the NYSE...
The Clearwater Privatization: Fintech Valuation and Market Impact
22 Dec 2025
Contributed by Lukas
Clearwater Analytics ($CWAN) to Go Private in $8.4B Deal: Read-through for Fintech SaaS and PE Deal Appetite Clearwater Analytics ($CWAN) agreed to be...
Samsung Biologics: Strategic Localization and Pharma Tariff Resilience
22 Dec 2025
Contributed by Lukas
Samsung Biologics buys GSK’s Maryland drug facility for $280M as pharma tariffs loomA major biomanufacturing footprint just moved onto US soil. Sams...
The Carnival Resurgence and the Global Travel Rebound
20 Dec 2025
Contributed by Lukas
Carnival boosts profit outlook, reinstates dividend, and signals strong 2026 demandWhat happened Carnival ($CCL) beat Q4 earnings expectations, guided...
The Transcontinental Rail Merger: Analysis of an $85B Consolidation
20 Dec 2025
Contributed by Lukas
UNP–NSC $85B rail mega-merger enters regulatory reviewWhat happenedUnion Pacific ($UNP) and Norfolk Southern ($NSC) have filed a detailed merger app...
The Tesla Pay Reinstatement: Market Implications and Trading Strategies
20 Dec 2025
Contributed by Lukas
Musk wins appeal: Tesla’s 2018 pay package is back on the tableOpening Welcome back to Breaking News to Trading Moves — the show that turns market...
Nike Earnings and Global Retail Ripple Effects
19 Dec 2025
Contributed by Lukas
Nike beats revenue estimates, but margins and China weakness hit the stockIntroWelcome back to Breaking News to Trading Moves. Today’s headline is a...
Micron and the High-Bandwidth AI Memory Supercycle
19 Dec 2025
Contributed by Lukas
Micron $MU surges on blowout forecast as AI-driven memory shortage tightensToday we’re talking about Micron $MU, after the company delivered a blowo...
FedEx Earnings Performance and Logistics Market Dynamics
19 Dec 2025
Contributed by Lukas
FedEx beats on earnings, lifts low-end FY profit outlook, but flags near-term air-network disruptionWhat happened FedEx ($FDX) reported stronger-than-...
Telefónica Delisting and ADR Market Impact Analysis
18 Dec 2025
Contributed by Lukas
Telefónica to delist its NYSE-traded ADSs, citing costs and administrative burdenSpain’s telecom giant Telefónica says it plans to voluntarily del...
BP CEO Change Spurs Oil Mega-Merger Speculation
18 Dec 2025
Contributed by Lukas
BP’s CEO shake-up fuels “mega-merger” chatterBP just made a surprise CEO move and traders are already connecting the dots to a bigger theme: oil...
Oracle Michigan Data Center Funding Stress Test
18 Dec 2025
Contributed by Lukas
Oracle Michigan Data Center Funding TwistWhat happenedReuters reports Oracle’s planned $10 billion, 1+ gigawatt data centre project in Saline Townsh...
Rail Union Opposition to Union Pacific–Norfolk Southern Merger Risks
17 Dec 2025
Contributed by Lukas
Rail Unions Oppose $85B Union Pacific–Norfolk Southern Merger, Citing Safety and Cost Risks What Happened 2 major rail unions said they oppose the p...
Medline IPO Signals Reopening Market and Sector Shifts
17 Dec 2025
Contributed by Lukas
Medline’s $6.3bn IPO becomes 2025’s biggest and signals a reopening IPO windowOpening Today’s story is a big one for markets: medical supplies g...
Amazon-OpenAI Partnership: AI Compute Implications
17 Dec 2025
Contributed by Lukas
$AMZN Targets OpenAI Deal That Could Value The AI Leader Above $500BOpenAI is reportedly in talks to raise at least $10B from Amazon and use Amazon’...
Lukoil Asset Block: Market Winners and Losers
16 Dec 2025
Contributed by Lukas
US Treasury Blocks Xtellus Bid for Lukoil Foreign Assets, Deal Race WidensQuick SummaryReuters reports the US Treasury rejected a cashless, securities...
GSK Exdensur Approval and Biologic Market Dynamics
16 Dec 2025
Contributed by Lukas
UK approves GSK’s twice-yearly asthma biologic ExdensurThe UK regulator (MHRA) cleared $GSK’s Exdensur as a twice-yearly, under-the-skin injection...
Nvidia Acquires SchedMD: Slurm and the AI Stack
16 Dec 2025
Contributed by Lukas
Nvidia Buys Slurm Developer SchedMD to Boost Open-Source AI Stack NEWS RECAP (WHAT HAPPENED)Nvidia $NVDA announced it has acquired SchedMD, the compan...
AI Factory Cooling and Commercial HVAC Investment Strategy
15 Dec 2025
Contributed by Lukas
Trane ($TT) Heads Into The Open After BofA Upgrade To BuyTrane Technologies $TT heads into the U.S. open with fresh analyst optimism and a very clear ...
Arista Networks and AI Networking Market Impact Analysis
15 Dec 2025
Contributed by Lukas
Arista Networks and AI Networking ImpactToday’s episode focuses on Arista Networks ($ANET) and the latest developments in AI-driven networking that ...
Deere's Market Impact: Winners and Losers
15 Dec 2025
Contributed by Lukas
Deere Stock (DE) Eyes Recovery Amid Tariffs, Earnings, and 2030 Growth TargetsDeere ($DE) is in focus as tariffs, earnings, and 2030 growth targets sh...
FDA Clears BioCryst’s Orladeyo for Kids
13 Dec 2025
Contributed by Lukas
FDA expands BioCryst’s Orladeyo to young childrenThe FDA approved an oral pellet version of BioCryst’s Orladeyo (berotralstat) to prevent heredita...
Rivian Stock Jumps on Custom Self-Driving Chip
13 Dec 2025
Contributed by Lukas
Rivian stock jumps as it ditches Nvidia for a custom self-driving chip and launches cheaper paid autonomyWhat happenedRivian $RIVN surged after analys...
Citi Starts Coverage: GE Aerospace ($GE) Is a Top A&D Pick
13 Dec 2025
Contributed by Lukas
Citi starts GE Aerospace ($GE) at Buy: A&D “megatrend” trade back in focusCiti initiated coverage of GE Aerospace ($GE) with a Buy rating and ...
Oracle's Forecast: AI Bubble Fears and Market Rotation
12 Dec 2025
Contributed by Lukas
Oracle’s Forecast Rekindles AI Bubble FearsWhat happenedOracle ($ORCL) missed quarterly expectations and issued forecasts that came in below what Wa...
Broadcom AI Revenue, Margin Dip, and Market Movers
12 Dec 2025
Contributed by Lukas
Broadcom Forecasts Strong Q1 Revenue on AI Chip Demand, Warns Margins DipBroadcom said it expects a stronger-than-expected fiscal Q1 revenue as AI chi...
Lumexa IPO and Diagnostic Imaging Market Trends
11 Dec 2025
Contributed by Lukas
Lumexa Imaging Debuts as $LMRI: Key US Stocks Riding the Diagnostic BoomLumexa Imaging just raised about 463 million dollars in its US IPO and will st...
Cardinal Infrastructure IPO: Market Impact on Stocks
11 Dec 2025
Contributed by Lukas
Cardinal Infrastructure’s Strong Nasdaq DebutIntroToday we’re looking at the Nasdaq debut of Cardinal Infrastructure Group, ticker $CDNL, and what...
Gemini's Prediction Market: Sector Winners and Losers
11 Dec 2025
Contributed by Lukas
CFTC Approves Gemini Platform for Crypto Prediction MarketsGemini Space Station ($GEMI) has received a CFTC Designated Contract Market license, allowi...
CVS Guidance Boosts Integrated Healthcare Giants
10 Dec 2025
Contributed by Lukas
CVS Health just gave the market a fresh jolt of confidence.The company raised its 2025 profit guidance again and forecast 2026 adjusted earnings of 7....
ITT Stock Offering Funds SPX FLOW Acquisition: Analysis
10 Dec 2025
Contributed by Lukas
ITT Prices $1.14 Billion Stock Offering To Fund SPX FLOW DealToday we’re looking at ITT Inc.’s big capital move. The industrial tech and engineeri...
Amazon India Investment: Market Winners and Losers
10 Dec 2025
Contributed by Lukas
Amazon to Invest $35 Billion in India by 2030Amazon plans to invest more than 35 billion dollars in India by 2030 to expand operations, build out AI i...
Borr Drilling Offering: Winners and Losers in Offshore Energy
09 Dec 2025
Contributed by Lukas
Borr Drilling’s Share Offering Sends Ripples Across Energy MarketsDescriptionBorr Drilling ($BORR) has announced a new public offering of common sha...
Nvidia H200 China Exports and Market Impact
09 Dec 2025
Contributed by Lukas
Nvidia H200 Chips Get Green Light For ChinaEpisode introToday on Breaking News to Trading Moves we are looking at a major shift in the AI chip export ...
Paramount's Hostile Bid for Warner Bros Discovery
09 Dec 2025
Contributed by Lukas
Paramount’s $108.4B hostile bid for Warner Bros Discovery Paramount Skydance has crashed back into the streaming wars with a hostile 108.4 billion d...
Capricor's Funding: A Biotech Ecosystem Analysis
08 Dec 2025
Contributed by Lukas
Capricor’s $150M stock saleIn today’s episode of Breaking News to Trading Moves we look at Capricor Therapeutics after the company followed up its...
Galapagos CAR-T: Oncology's New Winners and Losers
08 Dec 2025
Contributed by Lukas
Galapagos’ new CAR-T data: fast, deep responses in tough blood cancer Galapagos ($GLPG) has released new ATALANTA-1 CAR-T data in mantle cell lympho...
Netflix Warner Bros Merger: Streaming Winners and Losers
08 Dec 2025
Contributed by Lukas
Netflix Wins Warner Bros DealToday we are breaking down the blockbuster move that could reshape Hollywood and the streaming wars: Netflix has agreed t...
Snowflake's Slowdown: AI Multiples and Market Rotation
06 Dec 2025
Contributed by Lukas
Snowflake guidance shock: slower growth hits a high-multiple favouriteIn this episode we are breaking down the move in $SNOW after it guided to slower...
SoftBank Fuels AI Infrastructure Trade
06 Dec 2025
Contributed by Lukas
SoftBank Eyes DigitalBridge: New Fuel For The AI Infrastructure TradeSoftBank circling DigitalBridge is a clear signal that the next leg of the AI tra...
AI Server Delays: Winners and Losers in Tech
06 Dec 2025
Contributed by Lukas
HPE AI Server SlowdownIn today’s episode of Breaking News to Trading Moves we are looking at Hewlett Packard Enterprise after the company guided to ...
UiPath Earnings Define the AI Automation Landscape
05 Dec 2025
Contributed by Lukas
UiPath Rallies on Earnings – Long and Short IdeasUiPath ($PATH) just smashed earnings expectations and the stock ripped higher, as Wall Street woke ...
Beauty, AI, and the Guidance Divide
05 Dec 2025
Contributed by Lukas
Beauty Beats, Servers Stumble: Ulta Jumps While HPE Drops on GuidanceUlta pops, HPE drops, UiPath explodes higher – earnings are still very much in ...
Lean Retail, Disciplined Tech, and Market Winners
05 Dec 2025
Contributed by Lukas
Meta Pops, Dollar General Soars While Kroger, Snowflake And Intel SlideUS markets were pretty flat, but there were big moves under the surface as disc...
Utility Stock Dilution: Winners and Losers
04 Dec 2025
Contributed by Lukas
$MDU Prices New Share Offering: Dilution for Holders, Deals for Wall StreetMDU Resources Group ($MDU) has priced a public offering of about 10.1 milli...
Positioning for Fed Rate Cuts: A Sector Roadmap
04 Dec 2025
Contributed by Lukas
Fed cut bets lift stocks and bonds as jobs data weakensMore evidence of a cooling US jobs market has traders almost fully pricing in a 25 bp Fed rate ...
Viral Denim Campaigns Reshape Retail Stock Landscape
04 Dec 2025
Contributed by Lukas
American Eagle’s viral jeans campaign pops American Eagle Outfitters stock $AEO jumped after its Sydney Sweeney “Great Jeans” campaign drove str...
MSTR's Bitcoin Blink: Winners and Losers
03 Dec 2025
Contributed by Lukas
MicroStrategy blinks on Bitcoin In this episode we are looking at Strategy Inc (still trading as $MSTR), the company built around Michael Saylor’s B...
Tariff Litigation: Corporate Winners and Losers
03 Dec 2025
Contributed by Lukas
Costco Sues for Tariff RefundsCostco has sued the United States government to preserve its right to refunds on import tariffs if the Supreme Court rul...
Photonic Fabric: AI Connectivity's Optics vs. Copper Battle
03 Dec 2025
Contributed by Lukas
Marvell buys Celestial AIMarvell Technology ($MRVL) is buying privately held Celestial AI in a deal valued at about $3.25 billion, with potential earn...
Meta's AI Spending Thesis: Winners and Losers
02 Dec 2025
Contributed by Lukas
Can $META Rally 70% While Spending Billions on AI?In this episode of Breaking News to Trading Moves, we break down why one Wall Street analyst thinks ...
The CrowdStrike Catalyst: Cybersecurity Winners and Losers
02 Dec 2025
Contributed by Lukas
CrowdStrike’s sky-high valuation and what it means for cyber stocksCrowdStrike ($CRWD) is about to report earnings with expectations of roughly 20% ...
The GPU Arms Race: Winners and Losers
02 Dec 2025
Contributed by Lukas
Nvidia Surges as AI Demand Accelerates Across Data CentersNvidia’s latest report reinforces its leadership in AI acceleration, with demand for data-...
Advertising Consolidation: Shifting Market Power Dynamics
01 Dec 2025
Contributed by Lukas
Omnicom Completes Acquisition of Interpublic, Forming the Largest Global Advertising & Marketing NetworkWinners -Advertising & Marketing Agenc...
Abercrombie's Momentum: Specialty Retail Market Shift
01 Dec 2025
Contributed by Lukas
Abercrombie & Fitch Boosts Profit Outlook on Strong Demand, Lifting Retail Apparel StocksAbercrombie & Fitch lifts the bottom end of its profi...
AI Cloud Deals Lift Tech Amid Strong Dollar
01 Dec 2025
Contributed by Lukas
Amazon - OpenAI deal lifts tech while strong dollar pressures other sectorsIntroToday we are looking at how markets reacted after Amazon announced a m...
Intel Foundry Surge: Pharma and AI Rotation
29 Nov 2025
Contributed by Lukas
Intel pops on Apple chip rumours, Eli Lilly slips INTROIn today’s session, the S&P 500 ticked higher in a shortened Black Friday trading day. Th...
CME Trading Halt: The Business of Digital Resilience
29 Nov 2025
Contributed by Lukas
CME futures go dark after data centre cooling failureIntroIn this episode of Breaking News to Trading Moves, we are looking at a rare market plumbing ...
Palantir's Tumble: The AI Valuation Rotation
29 Nov 2025
Contributed by Lukas
Palantir tumbles after record AI quarter as valuation fears bitePalantir Technologies $PLTR has just reported one of its strongest quarters ever, with...
Fertility Stock Split Ripple: Winners and Losers
28 Nov 2025
Contributed by Lukas
INVO Fertility reverse split - quick trading rundownINVO Fertility ($IVF) has announced a 1-for-8 reverse stock split to keep its Nasdaq listing. That...
AI, Prediction Markets, and Sector Stock Movers
28 Nov 2025
Contributed by Lukas
Robinhood pops on prediction markets move as Workday and Deere slideUS stocks pushed higher again as traders leaned into the idea of a possible Decemb...
Berkshire's Alphabet Gambit: The Value AI Portfolio Shift
28 Nov 2025
Contributed by Lukas
Berkshire’s $4.9B Alphabet bet is shaking up Big Tech and BuffettEPISODE SNAPSHOTBerkshire Hathaway has disclosed a new stake of about 17.85 million...
Heavy Machinery Outlook: Pressure, Tariffs, and Market Shifts
27 Nov 2025
Contributed by Lukas
Deere’s weak Q4 and 2026 outlook is sending a clear signal about pressure in big agriculture, tariffs and heavy machinery.Deere $DE posted lower Q4 ...
Autodesk's AI Catalyst: Design Tech Winners and Losers
27 Nov 2025
Contributed by Lukas
Autodesk pops on upbeat Q4 forecast Autodesk ($ADSK) jumped after beating Q3 expectations and guiding Q4 revenue and profit above Wall Street forecast...
Automation's Ascent: Market Winners and Losers
27 Nov 2025
Contributed by Lukas
Symbotic soars 39% after earnings beat and Medline deal IntroSymbotic $SYM jumped nearly 40% after beating revenue forecasts, improving margins and an...
Alibaba: Instant Retail, AI, and Stock Implications
26 Nov 2025
Contributed by Lukas
Alibaba just reminded the market that Chinese e-commerce and AI are very much alive.In this episode, we break down Alibaba’s latest earnings beat. R...
Monetary Shift: The Risk-On Capital Rotation
26 Nov 2025
Contributed by Lukas
Big tech rallies as traders bet on Fed rate cutsThe Dow, S&P 500 and Nasdaq all rallied for a third straight session as traders bet more firmly on...
The Urban Outfitters Barometer for Retail Investing
26 Nov 2025
Contributed by Lukas
Urban Outfitters’ record Q3Urban Outfitters just delivered record Q3 numbers, with revenue up about 12% year on year, strong same-store sales growth...
AI Rotation: Tech Rally Winners and Losers
25 Nov 2025
Contributed by Lukas
Nasdaq Rips, Futures Dip: Where the Next AI Trades Are HidingIn this episode of Breaking News to Trading Moves, we look at what is happening after tec...
Fluence Energy Defines Storage Sector Winners and Losers
25 Nov 2025
Contributed by Lukas
Fluence Energy ($FLNC) Pops After Strong 2025 Results and Big 2026 OutlookFluence Energy ($FLNC) reported its 2025 financial results and delivered gui...
Zoom's Q3 Ripple: AI, Hybrid Work, and Market Winners
25 Nov 2025
Contributed by Lukas
Zoom jumps after strong Q3 beat and higher full-year guidanceZoom Q3 results came in ahead of expectations, with stronger revenue, higher EPS and impr...
Transocean Lock-up Expiry and Offshore Sector Impacts
24 Nov 2025
Contributed by Lukas
$RIG faces fresh share-supply overhang as Transocean lock-up ends todayWhat happenedCertain shares of Transocean ($RIG) came out of a 61-day lock-up t...
AI Memory Supercycle: Hardware Winners and Losers
24 Nov 2025
Contributed by Lukas
Dell Drops After Rare Double Downgrade as AI Memory Supercycle Squeezes Hardware MarginsMorgan Stanley double-downgraded $DELL and also cut ratings on...
Keytruda-Padcev Approval Reshapes Bladder Cancer Market
24 Nov 2025
Contributed by Lukas
Merck’s Keytruda expands again as FDA approves Padcev pairing before and after surgery in bladder cancer. Here’s the episode-ready breakdown based...
Earnings Impact: Stock Movers and Market Categories
22 Nov 2025
Contributed by Lukas
Top Stock Movers Now: Ross Stores, Gap, Intuit, Oracle, and More Ross Stores, Gap, and Intuit popped on earnings/raised outlooks, while Oracle and Vee...
Elastic Earnings Miss and Software Market Rotation
22 Nov 2025
Contributed by Lukas
Elastic shares plunge 16 percent after revenue miss and deal timing issuesElastic ($ESTC) just dropped about 16% after its fiscal Q2 2026 results. The...
Market Volatility: Tech and Consumer Stock Swings
22 Nov 2025
Contributed by Lukas
Market Rebound Sparks Big Swings: Cava and WillScot Surge While Elastic and Veeva SlideUS stocks bounced Friday after a brutal Thursday, with traders ...
Gap's Q3 Surge and Retail Market Winners and Losers
21 Nov 2025
Contributed by Lukas
Gap beats Q3 estimates, raises FY2025 outlook as Old Navy and Gap brand comps surgeGap just delivered a clean Q3 fiscal 2025 beat and raised outlook, ...
Sealed Air Private Equity Deal and Market Impact
21 Nov 2025
Contributed by Lukas
Sealed Air’s ten billion dollar take privateIn this episode of Breaking News to Trading Moves, we are looking at Sealed Air after it agreed to be ta...
Palo Alto Networks Earnings, Acquisition, and Market Impact
21 Nov 2025
Contributed by Lukas
Palo Alto Networks just dropped earnings and a big acquisition and the market hates itPalo Alto Networks has just reported another solid quarter and a...
Nvidia's AI Infrastructure Signal: Winners and Losers
20 Nov 2025
Contributed by Lukas
Nvidia’s AI infrastructure signal: boom or bubble warning?In this episode of Breaking News to Trading Moves, we unpack Nvidia’s latest earnings an...
Walmart Earnings and Consumer Retail Dynamics
20 Nov 2025
Contributed by Lukas
Walmart Q3 Earnings: What This Retail Giant Could Reveal About The Real US ConsumerIn this episode of Breaking News to Trading Moves, we break down wh...
Bitcoin Outflow and Safe-Haven Rotation
20 Nov 2025
Contributed by Lukas
BlackRock’s Flagship Bitcoin ETF Sees Record Cash ExodusIn this episode, we look at the record outflow from BlackRock’s iShares Bitcoin Trust $IBI...
Nuclear Revival: Three Mile Island, AI, and Energy Policy
20 Nov 2025
Contributed by Lukas
Three Mile Island’s $1 Billion Restart: Nuclear, AI PowerNews summaryThe U.S. Department of Energy is lending Constellation Energy $1 billion to res...
Iron Mountain Short Report and Sector Trading Implications
20 Nov 2025
Contributed by Lukas
Short sellers circle Iron Mountain - trades around $IRM and data center REITsToday we are looking at Iron Mountain $IRM after a short selling partners...
AkzoNobel-Axalta Merger: Market Winners and Losers
19 Nov 2025
Contributed by Lukas
AkzoNobel and Axalta have agreed to merge in a $25 billion deal, creating a global paint and coatings giant with about $17 billion in annual revenue, ...
Semiconductor Buybacks: Winners and Losers
19 Nov 2025
Contributed by Lukas
ON Semiconductor’s 6 Billion Dollar BuybackIn today’s episode we are breaking down ON Semiconductor’s new 6 billion dollar share repurchase plan...
Nvidia Earnings: The AI Market's Crossroads
19 Nov 2025
Contributed by Lukas
Nvidia earnings under the microscope - how one report could shake the whole AI tradeIntro:In this episode we are looking at why Nvidia’s next earnin...
OSI Systems Convertible Debt and Market Impact
18 Nov 2025
Contributed by Lukas
OSI Systems Locks In $500M Low-Cost Convertible DealOSI Systems just priced an upsized 500 million dollar offering of 0.50 percent convertible senior ...
Sealed Air $10.3B Buyout Impact on Packaging and Traders
18 Nov 2025
Contributed by Lukas
Sealed Air’s $10.3B Buyout: What the $SEE Deal Means for Packaging Stocks and TradersIntroSealed Air, the Bubble Wrap and food packaging giant, is b...
Buffett's Alphabet Bet: AI Platform Winners and Rotation Effects
18 Nov 2025
Contributed by Lukas
Berkshire just made a rare tech bet, revealing a roughly 4.9 billion dollar stake in Alphabet, buying about 17.85 million shares and sending $GOOGL up...
Nubank Earnings, Fintech Triumph, and Market Impact
17 Nov 2025
Contributed by Lukas
Nubank earnings beat: digital banking shows its powerBrazilian digital lender Nubank, through its US listed parent Nu Holdings $NU, has just posted re...
Bitcoin Sell-Off: Winners and Losers in the Crypto Downturn
17 Nov 2025
Contributed by Lukas
Bitcoin wipes out 2025 gains - where the crypto pain could hit hardestBitcoin has dropped back below its end-2024 level after hitting record highs in ...
Buffett's Alphabet Stake Shifts Market Focus to AI
17 Nov 2025
Contributed by Lukas
Alphabet Gets the Buffett Seal: How Berkshire’s $4.3B Stake Could Move MarketsBerkshire just dropped a bombshell: a new $4.3 billion stake in Alphab...
US Export Curbs Reshape Chip Equipment Winners and Losers
15 Nov 2025
Contributed by Lukas
Applied Materials export shock: how US curbs hit chip stocksWe are looking at Applied Materials after its shares dropped on fresh guidance that US exp...
Disney Earnings, Strategy, and Media Market Shifts
14 Nov 2025
Contributed by Lukas
Disney’s dividend boost and YouTube TV fight Disney just dropped mixed results: earnings beat, revenue slightly missed, streaming and parks looked s...
Biotech M&A Trading After Mersana Acquisition
14 Nov 2025
Contributed by Lukas
Mersana Acquisition: Biotech Trade SetupsDay One Biopharmaceuticals has agreed to acquire Mersana Therapeutics in a deal worth up to 285 million dolla...
Bitcoin Mining's Pivot to AI Data Centers
14 Nov 2025
Contributed by Lukas
Bitfarms exits Bitcoin mining for AI data centersWe are looking at $BITF after the stock slumped on plans to wind down Bitcoin mining by 2027 and conv...
Bill Holdings Sale Rumors: Fintech Winners and Losers
13 Nov 2025
Contributed by Lukas
Bill Holdings pops on sale rumours - who wins if $BILL gets bought?Bill Holdings $BILL jumped after reports that the SMB payments platform is explorin...
Circle Earnings: Fintech and Crypto Rate Risk Analysis
13 Nov 2025
Contributed by Lukas
Circle’s earnings pop, stock drops - what it means for fintech and crypto playsIntroToday we are talking about Circle Internet Group, ticker $CRCL. ...