Analysis
SPS Commerce Shares Jump as GTCR Acquisition Talks Put SPSC in the M&A Spotlight
SPS Commerce shares moved sharply after a report said GTCR is in talks to acquire Nasdaq-listed SPSC, though no terms or timeline were disclosed.
Marcus Rivera • September 12, 2026
Earnings
Colgate-Palmolive Reviews Personal Care Brands in Potential Portfolio Reset
Colgate-Palmolive is reportedly evaluating sales of some personal care brands, raising questions about portfolio focus, …
Sarah Chen • Sep 12
Markets
Oil Supply Risks Put U.S. and Canadian Energy Stocks in Focus
Saudi pipeline damage, record tanker rates and Red Sea risks are putting energy stocks, crude expectations and the S&P 5…
James McAllister • Sep 12
Technology
AI Infrastructure’s Options Trail Leads to AMD, Bloom Energy and CoreWeave
Reported options activity by Situational Awareness links AMD, Bloom Energy and CoreWeave in a wider AI infrastructure tr…
Marcus Rivera • Sep 11
Free Newsletter
Informed positions start with informed mornings.
Market-moving analysis and institutional-grade research, complimentary and delivered daily.
More Stories
Economy
Weak Consumer Sentiment and Rising Inflation Expectations Put Markets’ Rally to the Test
Sarah Chen • Sep 11, 2026
Analysis
Bath & Body Works Stock Jumps as Barington Capital Pushes for a Sale
Marcus Rivera • Sep 11, 2026
Markets
Hypercharge’s REVS Charging Deal Puts Canadian EV Infrastructure Consolidation in Focus
James McAllister • Sep 11, 2026
Analysis
Oracle Options Activity Raises Stakes for the AI Trade Ahead of Earnings
Marcus Rivera • Sep 10, 2026
