Starboard Value Sees Skyworks Upside After Qorvo Deal as Activist Pressure Builds
A report of Starboard Value’s interest puts Skyworks in focus as investors weigh activism, semiconductor consolidation and potential strategic change.
Loonie Holds Firm as Fed Pause Bets Jump and Bank of Canada Decision Nears
Fed pause expectations climbed to 83.9%, weighing on the US dollar as the loonie held firm ahead of the Bank of Canada’s October 28 decision.
Canada’s US Treasury Holdings Surge to US$426 Billion as Investors Seek Safe-Haven Debt
Realty Income’s $66.20 High Remains Out of Reach as Higher Rates Pressure Dividend Investors
Realty Income’s retreat from $66.20 highlights how higher rates can pressure rate-sensitive REITs and test the dividend-focused case.
Trade with the conviction of the 1%.
Institutional-grade market intelligence delivered before the opening bell.
Markets
- International Seaways’ VLCC Expansion Puts Fleet Scale in Focus
- Beazer Homes Vote Removes Key Hurdle for Dream Finders Acquisition
- Proofpoint’s $6.3 Billion Varonis Deal Signals Fresh Cybersecurity Consolidation
- Piper Sandler's Deal Track Record and the PWP Rationale
Economy
- Conservative News on the US Economy: A Stagflation Test
- Conservative News on the US Economy: 5% Treasury Yields
- Conservative News on the Economy of the USA: October 2026
- Hot September CPI Revives Fed Rate-Hike Bets and Pressures Stocks
Analysis
- Conservative Financial Markets Sites: Spot Paid Promotions
- Conservative Financial Markets Sites: A 20-Minute Routine
- Top Three Conservative Financial Markets Websites: A Test
- Paul Tudor Jones Warns 2027 Could Challenge the S&P 500 as Buybacks and M&A Fade
Earnings
- Morgan Stanley’s Trading Strength Delivers Earnings Beat Amid Market Volatility
- Citigroup Earnings Beat Highlights Strength in Investment Banking and Wealth Revenue
- UnitedHealth Raises 2026 Earnings Outlook Despite Medical-Cost Pressure: What $UNH Investors Should Watch
- Citi and Wells Fargo Earnings Offer a Mixed but Constructive Read on U.S. Banks
Politics
- Regulatory Uncertainty: Paramount Global's Merger with Skydance at a Crossroads
- Political Landscape Shifts: Democrats Gain Edge in Senate Control
- DOJ's Second Request Signals Challenges Ahead for Roku-Fox Merger: What Investors Need to Know
- DOJ Freezes Antitrust Cooperation with Canada — What It Means for Cross-Border M&A
Reader guides. Beyond the daily news, Wall Street Conservative keeps longer guides with the arithmetic shown. On dividends: is Clorox a Dividend Aristocrat, how its payout compares with P&G, Kimberly-Clark and Colgate and the dates to collect its next dividend. On the economy: the US economy in seven dated numbers, what 5% Treasury yields mean for your money and a five-number stagflation test. On deals: every approval the Emera merger needs, the exchange-ratio math and past utility merger timelines; and why Piper Sandler's bid for Perella Weinberg failed, where both stocks stand now and Piper's deal record. And on reading the market yourself: a seven-question test for financial websites, a 20-minute daily routine and how to spot paid stock promotions. On income investing: VDY vs XEI, JEPI vs DIVO, Big Six bank dividend yields, US withholding tax in a TFSA and how to build a Treasury bill ladder.