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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
Signals & Trends
Qualcomm 2025 M&A Recap: Big Strides in AI, IoT, and Auto
Feb 3, 2026
M&A and Restructuring
The EA Buyout: A $55 Billion Bet on the Future of Gaming, or a Debt-Fueled Mistake?
Feb 2, 2026
M&A and Restructuring
J&J’s Big Swing: The Single Pill Acquisition That Shook Biopharma
Nov 19, 2025
C-Suite & Leadership
The New Corporate Guillotine: How One Email Can End a CEO
Nov 15, 2025
C-Suite & Leadership
The $5.3 Billion Roller Coaster: How Jana Partners and Travis Kelce Plan to Save Six Flags
Nov 8, 2025

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.
Signals & Trends
Qualcomm 2025 M&A Recap: Big Strides in AI, IoT, and Auto
Yessica Jain
Feb 3, 2026
In a single year, Qualcomm completed six acquisitions across AI and semiconductor infrastructure. The message is clear: as its traditional modem business faces long-term erosion, Qualcomm is racing to transform itself from a communications specialist into a fully integrated AI platform company.
M&A and Restructuring
The EA Buyout: A $55 Billion Bet on the Future of Gaming, or a Debt-Fueled Mistake?
Shaurya Vohra
Feb 2, 2026
Leveraged buyouts thrive on predictability. Video games do not. EA’s $55 billion take-private deal forces one of the most creatively volatile industries to operate under one of the most financially rigid ownership structures.
M&A and Restructuring
J&J’s Big Swing: The Single Pill Acquisition That Shook Biopharma
Cayden Liu
Nov 19, 2025
Johnson & Johnson dropped $14.6 billion on a company whose value rests almost entirely on one psychiatric drug. Caplyta may be a blockbuster, or it may be the most expensive overreach in biotech since 2022. This is a high-risk, high-premium gamble at a moment when Big Pharma can’t afford missteps.
C-Suite & Leadership
The New Corporate Guillotine: How One Email Can End a CEO
Shaurya Vohra
Nov 15, 2025
One activist email can now do what used to take a full proxy war: topple a CEO. With record campaigns and the Universal Proxy Card turning every board seat into open combat, corporate governance has become faster, louder, and far more ruthless than ever before.
C-Suite & Leadership
The $5.3 Billion Roller Coaster: How Jana Partners and Travis Kelce Plan to Save Six Flags
Samuel Regelman
Nov 8, 2025
When a company with $5.3 billion in debt and a 47% stock collapse attracts a hedge fund and an NFL star, it’s not charity, it’s strategy. Jana Partners and Travis Kelce are betting they can turn Six Flags from a sinking relic into a comeback story worth watching.

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.
Signals & Trends
Qualcomm 2025 M&A Recap: Big Strides in AI, IoT, and Auto
Yessica Jain
Feb 3, 2026
In a single year, Qualcomm completed six acquisitions across AI and semiconductor infrastructure. The message is clear: as its traditional modem business faces long-term erosion, Qualcomm is racing to transform itself from a communications specialist into a fully integrated AI platform company.
M&A and Restructuring
The EA Buyout: A $55 Billion Bet on the Future of Gaming, or a Debt-Fueled Mistake?
Shaurya Vohra
Feb 2, 2026
Leveraged buyouts thrive on predictability. Video games do not. EA’s $55 billion take-private deal forces one of the most creatively volatile industries to operate under one of the most financially rigid ownership structures.
M&A and Restructuring
J&J’s Big Swing: The Single Pill Acquisition That Shook Biopharma
Cayden Liu
Nov 19, 2025
Johnson & Johnson dropped $14.6 billion on a company whose value rests almost entirely on one psychiatric drug. Caplyta may be a blockbuster, or it may be the most expensive overreach in biotech since 2022. This is a high-risk, high-premium gamble at a moment when Big Pharma can’t afford missteps.
C-Suite & Leadership
The New Corporate Guillotine: How One Email Can End a CEO
Shaurya Vohra
Nov 15, 2025
One activist email can now do what used to take a full proxy war: topple a CEO. With record campaigns and the Universal Proxy Card turning every board seat into open combat, corporate governance has become faster, louder, and far more ruthless than ever before.
C-Suite & Leadership
The $5.3 Billion Roller Coaster: How Jana Partners and Travis Kelce Plan to Save Six Flags
Samuel Regelman
Nov 8, 2025
When a company with $5.3 billion in debt and a 47% stock collapse attracts a hedge fund and an NFL star, it’s not charity, it’s strategy. Jana Partners and Travis Kelce are betting they can turn Six Flags from a sinking relic into a comeback story worth watching.

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.