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Commodities & Energy
Capital Risk: The ConocoPhillips Merger and the Concerning Trend Towards Consolidation for US Oil
Feb 14, 2026
Finance
OGB’s Shortcut to Niche Banking: $250 million SPAC merger with DAAQ
Feb 14, 2026
M&A and Restructuring
Building the Future in Software
Feb 12, 2026
M&A and Restructuring
SEEQC’s $1 Billion SPAC Merger with Allegro Merger Corp
Feb 12, 2026
Healthcare
Taiwanese SL Bio Merges With Horizon Space Acquisition
Feb 10, 2026
Tech
What’s on the table for Palo Alto Networks’ largest Acquisition
Feb 9, 2026
U.S.
Crusoe Energy IPO: Flared Gas Meets the AI Gold Rush
Feb 9, 2026
Tech
Google’s $32 Billion Cloud Security Gamble
Feb 8, 2026
Healthcare
Pfizer’s $5 Billion GLP-1 Bet Looks Like a Catch-Up Trade
Feb 6, 2026
Commodities & Energy
Racing the Mineral Bottleneck: EMAT’s Bet on Going Public Early
Feb 4, 2026

Commodities & Energy
Capital Risk: The ConocoPhillips Merger and the Concerning Trend Towards Consolidation for US Oil
Corbeau Martin Caldwell
Feb 14, 2026
ConocoPhillips’ $22.5 billion acquisition of Marathon Oil boosts scale and free cash flow but prioritizes shareholder returns over innovation. As consolidation deepens in the Permian, U.S. shale grows slower to adapt—shifting power toward OPEC and reshaping global energy dynamics.
Finance
OGB’s Shortcut to Niche Banking: $250 million SPAC merger with DAAQ
Judy Lin
Feb 14, 2026
Old Glory Bank is wagering its century-old charter on crypto, pursuing a $250 million SPAC merger to fuse FDIC-insured banking with stablecoins, instant on-off ramps, and youth-driven digital demand—while balancing strict regulation against its promise of financial autonomy.
M&A and Restructuring
Building the Future in Software
Safiia Mirgalimova
Feb 12, 2026
Synopsys’ $35B acquisition of ANSYS is more than a software merger; it’s a bid to control the full lifecycle of digital product design. By combining chip design with simulation and AI-driven optimization, the deal could accelerate innovation worldwide.
M&A and Restructuring
SEEQC’s $1 Billion SPAC Merger with Allegro Merger Corp
Brayden Gibeau-Stannard
Feb 12, 2026
SEEQC’s $1B SPAC merger promises speed and capital in a cash-burning quantum race. With anonymous PIPE investors, modest backing, and a sponsor whose deals often underperform, the transaction raises a central question: Is this a breakthrough or a setup for disappointment?
Healthcare
Taiwanese SL Bio Merges With Horizon Space Acquisition
Lilit Voskoff
Feb 10, 2026
Once dismissed as speculative shortcuts, SPACs have evolved into a legitimate financing tool, especially for early-stage biotech. SL Bio’s $5.7B SPAC merger highlights why firms with long timelines and uncertain revenue may trade dilution and misaligned incentives for speed, certainty, and survival.
Tech
What’s on the table for Palo Alto Networks’ largest Acquisition
Diego Rosario
Feb 9, 2026
Palo Alto Networks’ $8.5B bid for CyberArk signals a shift toward platform dominance in cybersecurity. With strong cash flow, minimal leverage, and rising integration risk, the deal tests whether scale, identity security, and global expansion can deliver $20B in next-generation revenue by 2030.
U.S.
Crusoe Energy IPO: Flared Gas Meets the AI Gold Rush
Adam Gurevich
Feb 9, 2026
Crusoe Energy is taking one of the most unconventional paths to the public markets: turning flared natural gas, energy the oil industry treats as waste, into the backbone of AI infrastructure. With a $10 billion valuation, Crusoe is betting that owning both power and compute is key to win AI sector.
Tech
Google’s $32 Billion Cloud Security Gamble
Veronika Chizhevskaia
Feb 8, 2026
By paying nearly six times what it spent on Mandiant, Google is making a decisive bet on cloud security. The acquisition of Wiz promises instant credibility in multi-cloud security, but at a valuation that leaves little room for execution error.
Healthcare
Pfizer’s $5 Billion GLP-1 Bet Looks Like a Catch-Up Trade
Jack Breaks
Feb 6, 2026
Pfizer’s acquisition of Metsera comes at a steep price: nearly three times the company’s valuation just eight months earlier. After abandoning its own GLP-1 program, Pfizer is paying a large premium to reenter the obesity market late. But the deal raises a question of whether Pfizer already lost?
Commodities & Energy
Racing the Mineral Bottleneck: EMAT’s Bet on Going Public Early
Cayden Liu
Feb 4, 2026
The rush toward AI infrastructure and electrification has turned critical minerals into one of the most crowded trades of 2026. EMAT’s decision to enter public markets through a reverse merger offers speed and exposure, but little of the trust traditionally built through an IPO.

Commodities & Energy
Capital Risk: The ConocoPhillips Merger and the Concerning Trend Towards Consolidation for US Oil
Corbeau Martin Caldwell
Feb 14, 2026
ConocoPhillips’ $22.5 billion acquisition of Marathon Oil boosts scale and free cash flow but prioritizes shareholder returns over innovation. As consolidation deepens in the Permian, U.S. shale grows slower to adapt—shifting power toward OPEC and reshaping global energy dynamics.
Finance
OGB’s Shortcut to Niche Banking: $250 million SPAC merger with DAAQ
Judy Lin
Feb 14, 2026
Old Glory Bank is wagering its century-old charter on crypto, pursuing a $250 million SPAC merger to fuse FDIC-insured banking with stablecoins, instant on-off ramps, and youth-driven digital demand—while balancing strict regulation against its promise of financial autonomy.
M&A and Restructuring
Building the Future in Software
Safiia Mirgalimova
Feb 12, 2026
Synopsys’ $35B acquisition of ANSYS is more than a software merger; it’s a bid to control the full lifecycle of digital product design. By combining chip design with simulation and AI-driven optimization, the deal could accelerate innovation worldwide.
M&A and Restructuring
SEEQC’s $1 Billion SPAC Merger with Allegro Merger Corp
Brayden Gibeau-Stannard
Feb 12, 2026
SEEQC’s $1B SPAC merger promises speed and capital in a cash-burning quantum race. With anonymous PIPE investors, modest backing, and a sponsor whose deals often underperform, the transaction raises a central question: Is this a breakthrough or a setup for disappointment?
Healthcare
Taiwanese SL Bio Merges With Horizon Space Acquisition
Lilit Voskoff
Feb 10, 2026
Once dismissed as speculative shortcuts, SPACs have evolved into a legitimate financing tool, especially for early-stage biotech. SL Bio’s $5.7B SPAC merger highlights why firms with long timelines and uncertain revenue may trade dilution and misaligned incentives for speed, certainty, and survival.
Tech
What’s on the table for Palo Alto Networks’ largest Acquisition
Diego Rosario
Feb 9, 2026
Palo Alto Networks’ $8.5B bid for CyberArk signals a shift toward platform dominance in cybersecurity. With strong cash flow, minimal leverage, and rising integration risk, the deal tests whether scale, identity security, and global expansion can deliver $20B in next-generation revenue by 2030.
U.S.
Crusoe Energy IPO: Flared Gas Meets the AI Gold Rush
Adam Gurevich
Feb 9, 2026
Crusoe Energy is taking one of the most unconventional paths to the public markets: turning flared natural gas, energy the oil industry treats as waste, into the backbone of AI infrastructure. With a $10 billion valuation, Crusoe is betting that owning both power and compute is key to win AI sector.
Tech
Google’s $32 Billion Cloud Security Gamble
Veronika Chizhevskaia
Feb 8, 2026
By paying nearly six times what it spent on Mandiant, Google is making a decisive bet on cloud security. The acquisition of Wiz promises instant credibility in multi-cloud security, but at a valuation that leaves little room for execution error.
Healthcare
Pfizer’s $5 Billion GLP-1 Bet Looks Like a Catch-Up Trade
Jack Breaks
Feb 6, 2026
Pfizer’s acquisition of Metsera comes at a steep price: nearly three times the company’s valuation just eight months earlier. After abandoning its own GLP-1 program, Pfizer is paying a large premium to reenter the obesity market late. But the deal raises a question of whether Pfizer already lost?
Commodities & Energy
Racing the Mineral Bottleneck: EMAT’s Bet on Going Public Early
Cayden Liu
Feb 4, 2026
The rush toward AI infrastructure and electrification has turned critical minerals into one of the most crowded trades of 2026. EMAT’s decision to enter public markets through a reverse merger offers speed and exposure, but little of the trust traditionally built through an IPO.

Finance

OGB’s Shortcut to Niche Banking: $250 million SPAC merger with DAAQ

Judy Lin

Feb 14, 2026

Old Glory Bank is wagering its century-old charter on crypto, pursuing a $250 million SPAC merger to fuse FDIC-insured banking with stablecoins, instant on-off ramps, and youth-driven digital demand—while balancing strict regulation against its promise of financial autonomy.

Commodities & Energy