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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.
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.
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.
Yessica Jain
Nov 6, 2025
Alkermes just placed a $2.1 billion bet on sleep with a sleep drug few investors saw coming. Alkermes isn’t just buying Avadel, it’s buying time and maybe the future of mental health medicine.
Eliazar Marchenko
Sep 21, 2025
LVMH’s sharpest sales drop since 2008 is more than a fashion story. Luxury’s downturn has historically foreshadowed recessions, and today it coincides with weakening confidence, asset stress, and slowing global demand.
Sep 10, 2025
As Vice Chairman of the Financial Services Committee, Tim Moore helps set the rules for America’s markets. He is also betting millions that those markets, and the small businesses they support, are about to fail.
Sep 9, 2025
Elon Musk just paid $17 billion for spectrum licenses, most experts call worthless, 100 times the going rate. On paper, the deal looks insane. Through Washington’s lens, it’s the smartest move SpaceX has ever made.
Aug 31, 2025
Beijing can move markets with decrees, but it cannot rewrite the fundamentals dragging the economy down.
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