Marcus Rivera
The Street Storyteller
Newsletter Writer
GFL Environmental Gains as Sale Process Advances Ahead of Secure Waste Closing
GFL gained after reports that its sale process advanced, while the September 1 Secure Waste closing …
Big Tech’s AI Spending Surge Puts Its Free-Cash-Flow Advantage Under Pressure
Big Tech’s AI buildout may test the free-cash-flow strength that has supported its market influence,…
IMAX Is Open to a Sale. The Problem Is Finding a Buyer Who Can Afford the Story
IMAX is open to a sale, but record performance, a soaring valuation and studio conflicts may narrow …
Fed Hawk Jeff Schmid Says Inflation Remains Sticky as Traders Reassess Rate-Cut Hopes
Jeff Schmid called inflation stubborn and sticky, complicating the Fed’s fall debate without explici…
Semiconductor Tariff Threat Adds Policy Risk for Nvidia, AMD and Chip Stocks
A reported US review of sweeping semiconductor tariffs adds uncertainty for NVDA, AMD, INTC and QCOM…
Boston Scientific Cyberattack Disrupts Shipments as BSX Shares Slide
A cyberattack is disrupting Boston Scientific shipments, sending BSX shares lower as traders weigh t…
Moderna’s 100%-Plus Surge Puts mRNA Cancer Vaccine Data Under the Market’s Microscope
Moderna’s extraordinary move after cancer-vaccine data puts momentum, options activity, and biotech …
Valley National’s Chicago Expansion Through Providence Financial Deal Puts Regional Bank M&A in Focus
Valley National’s Providence Financial deal targets Chicago growth and puts Midwest regional-bank co…
Navitas’ $232.8 Million Claros Deal Targets the Final Link in AI Data-Center Power Delivery
Navitas’ $232.8 million Claros acquisition would add VPD and IVR technology to its grid-to-xPU AI po…
Proposed 7.5% China Tariff Puts US Stocks on Alert Ahead of Xi-Trump Talks
A reported 7.5% US tariff on Chinese goods could unsettle supply chains, sector leadership and China…
Martin Marietta’s Lhoist Combination Puts Strategic Weight Behind $MLM
Martin Marietta’s completed Lhoist North America combination expands its materials platform, putting…
Dalio’s Debt Warning Puts Gold, Bitcoin and Institutional Risk Back in Focus
Ray Dalio’s debt warning and Citadel’s risk reduction put defensive positioning back on the agenda a…
Bunker Hill and Silver47’s $163 Million Merger Targets US Silver and Critical Minerals Demand
Bunker Hill and Silver47 propose a $163 million all-stock merger, linking US and Canadian listings a…
Gold Rebounds as Debt Concerns and a Weaker Dollar Challenge the Yield Playbook
Gold is rebounding despite elevated Treasury yields, as debt concerns and a weaker dollar reshape th…
Bunker Hill and Silver47 Plan Cross-Border Merger to Build a 'Made in America' Silver Champion
Bunker Hill and Silver47 have signed a definitive merger agreement aimed at creating a U.S. silver a…
Bessent Signals Treasury Bond Buyback Could Exceed $4 Billion as Yields Draw Scrutiny
Bessent’s larger buyback signal puts long-dated Treasury yields, fiscal consolidation and US-Canada …
Canada Seeks to Block B&G Foods' Nortera Deal, Raising M&A Risk for BGS Investors
Canada's bid to block B&G Foods' Nortera acquisition adds cross-border deal risk for $BGS shareholde…
US-Canada Tariff Deal Sparks Relief Rally as Stocks and Bonds Move Higher
A reported US-Canada tariff deal lifted stocks and bonds, offering markets relief while leaving impl…
CCCS Gains as Reported Copart Takeover Talks Put Auto-Claims Software in the Spotlight
CCCS gained after a report said CPRT was in takeover talks, raising questions about vertical integra…
Francisco Partners’ $7.40 Weave Offer Sets a Deal-Driven Price Test for WEAV
Francisco Partners has agreed to buy Weave Communications for $7.40 a share in cash, creating a pote…