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Monday, September 7, 2026
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Analysis
Tesla Cybercab Bull Case Puts Options Traders on Alert as Rate Volatility Returns

Mike Khouw called Tesla’s Cybercab a “game changer,” but rate-hike expectations add pressure to the bullish TSLA options…

Marcus Rivera • Sep 5, 2026
Analysis
PayPal Pauses Venture Portfolio Sale, Leaving Investors Waiting for Strategic Clarity

PayPal’s pause on selling its venture portfolio arm raises questions about valuation, capital allocation and the company…

Marcus Rivera • Sep 4, 2026
Analysis
Hillman’s Kanebridge Acquisition Deepens Its U.S. Industrial Distribution Strategy

Hillman’s completed Kanebridge deal adds a long-tail U.S. industrial distribution platform to its established hardware a…

Marcus Rivera • Sep 3, 2026
Analysis
Apple’s Rare Inverse Correlation With Tech Peers Puts Stock-Specific Risk in Focus

Apple’s inverse relationship with technology peers has reached a level not seen since 2005, putting company-specific ris…

Marcus Rivera • Sep 2, 2026
Analysis
GFL Environmental Shares Rise as Secure Waste Closing Nears

GFL Environmental gained after reports of progress in its sale process, with the Secure Waste transaction scheduled to c…

Marcus Rivera • Aug 30, 2026
Analysis
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 offers the next near…

Marcus Rivera • Aug 29, 2026
Analysis
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 the field of credibl…

Marcus Rivera • Aug 28, 2026
Analysis
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 power portfolio.

Marcus Rivera • Aug 25, 2026
Analysis
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 after Wall Street’s w…

Marcus Rivera • Aug 23, 2026
Analysis
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 shareholders and merger-arbitr…

Marcus Rivera • Aug 20, 2026
Analysis
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 integration across claims, …

Marcus Rivera • Aug 19, 2026
Analysis
Fulcrum-Slate Merger Puts Migraine Strategy in the Spotlight for FULC Investors

Fulcrum’s planned merger with Slate Medicines shifts the spotlight to next-generation migraine therapies, while key fina…

Marcus Rivera • Aug 17, 2026