SpaceX IPO Chatter Has Space Stocks Stuck on the Pad
Space stocks ripped through 2025 as darlings of speculative growth, but the sector has hit serious resistance in 2026. As evidence builds for a massive IPO for SpaceX—potentially valuing the aerospace giant at a staggering $1.5 trillion—investors are rotating capital out of established public players. The sell-off points to a “wait-and-see” approach, with liquidity being […]
What’s Driving The Jump In Apple Stock?
Apple Inc (NASDAQ:AAPL) shares are moving higher on Monday. OpenAI rolled out a new standalone coding assistant app that’s currently available only on Apple computers. Here’s what you should know. Codex App Brings New Tools to Apple Developers OpenAI introduced a dedicated app for its AI‑powered coding assistant, Codex, giving all ChatGPT users on Apple […]
Rare Earth Stocks Get Rocked: Here Are The Facts
The rare earth sector got a shock Wednesday evening when Reuters reported that the Trump administration is walking back previous promises to guarantee price floors for domestic critical mineral projects. Rare earth and critical minerals stocks cratered on Thursday morning. USAR stock is down. See the chart and price action here. The Reported Policy Change […]
The Stock Market Is In ‘Hyper‑Bull’ Mode — And Its Safety Net Has Vanished
Global investors are feeling pretty good about stocks, maybe a little too good. Bank of America‘s latest Fund Manager Survey shows the most bullish positioning since 2021 – with surging optimism, low cash levels, and hedging like it is Donald Trump‘s first term. The survey, conducted between January 9 and January 15, included 196 participants […]
Trump’s Credit Card Broadside Collides With Staggering $1.23 Trillion In Investor Leverage
U.S. margin debt rose again in December, extending a relentless climb in investor leverage to a record for the seventh consecutive month. Data from the Financial Industry Regulatory Authority (FINRA) shows that debt increased 0.9% month over month to $1.23 trillion, marking the eighth straight monthly increase. On a yearly basis, margin debt is up […]
Qiagen Explores Possible Sale After New Buyer Talks: Report
German life sciences tools company Qiagen N.V. (NYSE:QGEN) is reportedly reviewing strategic options, including a potential sale, as renewed takeover interest emerges. The European molecular diagnostics company has engaged advisers while its supervisory board evaluates early-stage approaches from potential suitors, Bloomberg reported on Tuesday, signaling a possible shift after several failed attempts to strike a […]
Sun Pharma Eyes Organon In What Could Be India Pharma’s Biggest Cross-Border Deal: Report
India-based Sun Pharmaceutical Industries Ltd is reportedly evaluating a potential acquisition of Organon & Co (NYSE:OGN), a U.S.-based women’s healthcare company. If it goes through, the deal that could become the largest cross-border transaction ever by an Indian drugmaker, according to people familiar with the matter, as cited by The Economic Times. Sun Pharmaceutical has […]
Rio Tinto, Glencore Merger Could Trigger A Significant Asset Spin-Off
Rio Tinto Plc (NYSE:RIO) and Glencore Plc (OTC:GLCNF) are weighing a potential spin-off of coal assets. Despite initial optimism, coal remains one of the complex obstacles to combining two vastly different portfolios and investor bases under one roof. Thus, moving those assets in a separately listed Australian vehicle is one of the discussion points amidst […]
Potential Mining Superdeal Leaves A Mixed Reaction
Heavyweight miners Glencore (OTC:GLCNF) and Rio Tinto (NYSE:RIO) made headlines last week after confirming early-stage talks about the mega merger. The $200 billion deal, which has eluded the market for nearly two decades, now looks closer than ever. Glencore chief executive Gary Nagle has previously described a combination with Rio as “the most obvious deal […]
What’s Going With Cancer Biotech Erasca Stock On Thursday?
Erasca Inc. (NASDAQ:ERAS) shares on Wednesday jumped close to 60% to $6.12. On Thursday, the stock fell as low as $4.33. • Erasca shares are advancing steadily. Why is ERAS stock trading higher? The movement came in reaction to a rumored deal, wherein AbbVie Inc. (NYSE:ABBV) was reportedly in advanced talks to buy cancer-drug biotech […]