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 strateg…
VIX Tops 22 as AI Selloff Raises Credit-Stress and Defensive-Positioning Signals
The VIX moved above 22 as AI-related selling intensified, while CoreWeave’s credit signals pointed to rising stress despite a still-unconfir…
VIX Breaks Above 22 as AI Sell-Off Raises Pressure for Defensive Positioning
The VIX moved above 22 as AI-linked stocks sold off, while Nasdaq weakness and rising oil pointed to a sharper risk-management debate.
Treasury Yields Slide as AI Sell-Off Drives a Safety Bid
Long-dated Treasury yields fell sharply from October 13 to October 16, 2026 as an AI and semiconductor sell-off sent investors into governme…
International Seaways’ VLCC Expansion Puts Fleet Scale in Focus
International Seaways’ Bruton combination expands its VLCC fleet, sharpening the strategic importance of tanker capacity for U.S. investors.
Beazer Homes Vote Removes Key Hurdle for Dream Finders Acquisition
Beazer Homes stockholders approved Dream Finders Homes’ acquisition, advancing the transaction and reducing near-term deal uncertainty.
Proofpoint’s $6.3 Billion Varonis Deal Signals Fresh Cybersecurity Consolidation
Proofpoint’s $6.3 billion all-cash agreement to acquire Varonis puts a defined value on VRNS and sharpens the focus on cybersecurity consoli…
Piper Sandler's Deal Track Record and the PWP Rationale
Piper Sandler's past acquisitions were small specialist firms whose partners signed up before closing. Perella Weinberg was about a third of…
Piper Sandler and PWP After the Talks: Both Stocks Now
The Piper Sandler and Perella Weinberg talks ended on October 14, 2026. Both stocks finished the episode about 10% lower, near the bottom of…
Emera Merger Approvals: What Past Utility Deals Teach
Past cross-border utility deals took 6 to 17 months, the state regulator went last every time, and Hydro One's Avista bid was rejected over …
Emera Merger Approvals: The Exchange Ratio Math
What the Emera exchange ratios are worth at the October 15, 2026 close: a 1.91% Canadian Utilities spread, an implied C$22.46 for New ATCO, …
Piper Sandler Acquiring PWP: The Rationale, and Why It Died
Piper Sandler wanted Perella Weinberg's senior dealmakers and big-company clients. The talks ended on October 14, 2026 when too few partners…