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25,542 signal articles · 32 in last 24h · 122,390 total before filter · latest 1h ago
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Solstice Advanced Materials Explores $27 Billion Merger With Element Solutions, Report Says (SOLS)
InvestorsHub48d agoneutral
Solstice Advanced Materials Explores $27 Billion Merger With Element Solutions, Report Says (SOLS)

Merger Discussions Could Create Major Specialty Chemicals GroupSolstice Advanced Materials (NASDAQ:SOLS), the specialty chemicals business spun off from Honeywell (NASDAQ:HON), is reportedly in discussions to merge with Element Solutions Inc (NYSE:ESI) in a transaction that would value the combined company at approximately $27 billion in enterprise value, according to the Financial Times. People familiar with the matter told the publication that the companies are negotiating a merger of equals a

Bloomberg48d agoneutral
Memory Chipmaker SK Hynix Kicks Off $28 Billion US Listing

(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T

Bloomberg48d agoneutral
Millennium-Backed Trader Gains 61% With Bets on AI Backbone

(Bloomberg) -- As Wall Street debates whether the billions of dollars being plowed into artificial intelligence will ever pay off, hedge fund manager Val Zlatev is making record profits for his firm by betting on the picks and shovels used to power the AI rush.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Pus

Bloomberg48d agoneutral
The Investors Scrambling to Keep SpaceX - and Elon Musk - Out of Their Portfolios

(Bloomberg) -- Christopher Bejnar has spent the last couple of months combing through the fine print of exchange-traded funds, emailing financial advisers and moving money into European stocks – all to keep SpaceX out of his $1 million portfolio.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlas

Indian IT firms face muted Q1 as AI shift, weak demand weigh
Reuters48d agoneutral
Indian IT firms face muted Q1 as AI shift, weak demand weigh

India's top information technology companies are expected to report another subdued quarter, as AI-driven pricing pressure, weak client spending, and ‌global geopolitical turmoil continue to weigh on growth, nine brokerages said. The April-to-June quarter is usually ‌a strong one for India's $315 billion IT sector, helped by higher billing days and new project starts, but analysts expect a ​slow start to the fiscal year that would push back hopes of a recovery. India's largest IT services company, Tata Consultancy Services, kicks off earnings on Thursday with peers Infosys, HCLTech and Wipro reporting later this month.

Michael Saylor’s Strategy Is Trapped by Its Own Broken Bitcoin Math
The Wall Street Journal48d agoneutral
Michael Saylor’s Strategy Is Trapped by Its Own Broken Bitcoin Math

Strategy the bitcoin-hoarding company led by Chairman Michael Saylor, is caught in a math trap of its own making. Saylor has trained investors to believe Strategy’s model for acquiring bitcoins would work so long as the market valued the company at a premium to the value of its bitcoin holdings. Strategy even created a bespoke metric called mNAV to track the premium.

SpaceX Is About to Join the Nasdaq-100. Here’s How Exposed You’ll Be.
The Wall Street Journal48d agoneutral
SpaceX Is About to Join the Nasdaq-100. Here’s How Exposed You’ll Be.

SpaceX will officially join the Nasdaq-100 on Tuesday, and investors holding some funds tied to the index will end up exposed whether they like it or not. Mutual and exchange-traded funds with a collective $800 billion in assets under management that track Nasdaq’s flagship tech index, including the popular ETF, are set to buy SpaceX shares at Monday’s closing price in order to mirror the index’s performance.

Bloomberg48d agoneutral
Options Flash Bearish Yen Signal as Tokyo Stays on the Sidelines

(Bloomberg) -- The options market is sending a bearish signal on the yen, with interest-rate differentials remaining firmly in favor of the dollar and the Japanese authorities avoiding intervention for now.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbl

Tech Drives Market Rally as Stock Futures Pop
Barrons.com48d agobullish
Tech Drives Market Rally as Stock Futures Pop

U.S. stock futures looked set to open in the green early Monday, with the technology sector driving the gains. Corporate news is set to dominate the headlines in a light week for economic data, with the exception of Wednesday’s release of the Federal Reserve's minutes from its June monetary-policy meeting. Dow Jones Industrial Average futures were up 45 points, or 0.1%.

Bloomberg48d agoneutral
Morgan Stanley’s Wilson Sees Rotation From Chips to Hyperscalers

(Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears

Goldman Sachs sends strong wake-up call on American jobs
TheStreet48d agoneutral
Goldman Sachs sends strong wake-up call on American jobs

If you have been watching the monthly jobs numbers and wondering why they keep disappointing, Goldman Sachs may have part of your answer. June payrolls came in at just 57,000, less than half of what economists expected. April and May were revised down by a combined 74,000. And a growing number of ...

MicroStrategy Orange Dot Chart Signals Another Bitcoin Buy on July 7
99bitcoins48d agobullish
MicroStrategy Orange Dot Chart Signals Another Bitcoin Buy on July 7

Microstrategy Michael Saylor posted “Bitcoin is Digital Energy” on X, attaching Strategy’s orange-dot Bitcoin acquisition chart showing 847,363 BTC accumulated across 113 purchase events. Right now, traders are watching for a new SEC filing disclosing another BTC purchase. The post pulled 910,304 views and 14,552 likes within 24 hours, according ...

Bloomberg48d agoneutral
Apple Supplier Luxshare Said to Plan Pricing HK Listing at Top

(Bloomberg) -- Apple Inc. supplier Luxshare Precision Industry Co. is poised to raise HK$24.3 billion ($3.1 billion) after telling prospective investors it wants to price shares for its Hong Kong listing at the maximum amount it had set, according to people familiar with the matter.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’

Bitcoin Rally Amid Carry Trades In Sight As Goldman Sachs Predicts Yen Weakening
CoinGape48d agobullish
Bitcoin Rally Amid Carry Trades In Sight As Goldman Sachs Predicts Yen Weakening

Bitcoin has staged a notable recovery in recent sessions, climbing above the $63,000 level amid July’s seasonality and US Fed-driven liquidity. Bitcoin could rally amid rising carry trades as the Japanese yen falls to multi-decade lows against the US dollar, with Goldman Sachs predicting further yen weakness. Ad Ad Goldman Sachs Predicts Further Yen Weakness

Reuters48d agoneutral
Solstice, Element Solutions weigh $27 billion merger, FT reports

Honeywell spinoff Solstice Advanced Materials is in talks to merge with Element Solutions in a deal ‌that could create a chemicals company valued at about $27 ‌billion including debt, the Financial Times reported on Monday. The talks happen as both ​companies seek to capitalize on growing demand for specialty chemicals used in AI data centers and semiconductor manufacturing. Solstice and Element Solutions are discussing a merger of equals and a deal, likely to be ‌mostly stock with ⁠some cash, could come together as soon as this week, the FT report said, citing people familiar ⁠with the talks.

Associated Press48d agobullish
Sky agrees to buy British broadcaster ITV for up $2.1 billion to compete with streaming giants

Sky, the UK-based TV, internet and mobile phone provider owned by Comcast, has agreed to buy ITV’s media and entertainment arm for up to 1.6 billion pounds ($2.1 billion) after months of talks to create a major competitor to the global streaming giants. The deal includes the terrestrial TV channels and streaming service of ITV, Britain’s largest commercial broadcaster.

Fed Minutes, Employment Data: What to Watch This Week
The Wall Street Journal48d agoneutral
Fed Minutes, Employment Data: What to Watch This Week

Investors are looking ahead to Wednesday—when minutes from the Federal Reserve’s latest meeting will be released—in hopes they might provide clues as to where interest rates are headed. They’ll also be watching for Thursday’s weekly jobs numbers and any changes to the fragile truce in the Middle East.

ITV and Sky reshape British TV landscape with $2.1 billion deal
Reuters48d agoneutral
ITV and Sky reshape British TV landscape with $2.1 billion deal

Comcast's Sky has agreed to buy the broadcast channels and streaming service of Britain's ITV for £1.6 billion ($2.13 billion), creating a British champion with the scale to compete with global players like Netflix, Amazon ‌and Disney. Sky CEO Dana Strong said the deal, announced on Monday and confirming a recent Reuters story, was a "defining moment", ‌one of the biggest in the history of British broadcasting. The combination of Britain's biggest free-to-air commercial broadcaster and the pay-TV ​company Sky would have been unthinkable just a few years ago, but the rise of YouTube and the streaming giants, has left traditional companies exposed.