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 […]
Nvidia Eyes Another Talent-Focused Acquisition: Report
NVIDIA Corp. (NASDAQ:NVDA) is reportedly in advanced discussions for another M&A deal aimed at acquiring talent, as it faces pressure from Google‘s internal chip development. NVDA stock is moving. See the chart and price action here. A Focus on Talent Nvidia is negotiating a deal to buy AI21 Labs in a transaction estimated to be […]
Silver Rallies After Worst Day In 5 Years — Metals Bounce Back
Silver futures, tracked by the iShares Silver Trust (NYSE:SLV), staged a recovery on Tuesday, following Monday’s historic plunge which marked the sharpest single-day decline in five years. SLV shares are climbing. See the chart and price action here. The white metal, which has outshone almost every other asset class in 2025, found support as buyers […]
Metals Acting Like Meme Stocks—Unconfirmed Rumor Of Major Silver Margin Call
The “Hard Asset Super-Cycle” of 2025 hit a speed bump on Monday, as a wave of profit-taking and easing geopolitical tensions triggered a sharp year-end correction across the metals complex. There was also a viral and unconfirmed rumor of a massive silver margin call circulating on social media, possibly adding to the downward turn. The […]