A ~$110 billion merger hit a wall this week. The arbitrage math is complicated.
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The turnaround is real. The valuation at 45x earnings leaves no room for a miss.
A Coterra merger, $90+ oil, and a 59% EPS jump all converge on one date.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.
Starship Flight 13 is the first real test of whether the hype was ever justified.
Oil just surged on the Hormuz blockade. Here is where the real trade lives now.
Q2 bank earnings kick off July 14 and set the tone for the rest of the season.
Dec 31 (Reuters) – Trump Media and Technology Group said on Wednesday it will distribute a new...
Record M&A, a trading boom, and five giant banks report the same morning.
