Markets
Rocket Lab’s $8 Billion Iridium Acquisition Transforms Its End-to-End Space Company Thesis
Rocket Lab has agreed to acquire Iridium Communications in a cash-and-stock deal valued at about $8 billion, marking its largest acquisition to date.
The deal...
Oklo: The AI Power Stock Everyone Wants to Argue About
OKLO is being valued less on today’s revenue and more on the possibility that AI’s next bottleneck is electricity.
Meta’s planned 1.2 GW Ohio project,...
Small Caps Are Quietly Leading the Market
The Russell 2000 is outperforming major indexes in the short term and year-to-date.
Small caps are benefiting from risk-on sentiment, lower oil pressure, and improving...
Fed Communication Risk: Why Kevin Warsh Could Move Markets
Kevin Warsh’s first Fed meeting could become a major volatility event for stocks and bonds.
The biggest market risk is not only the rate decision...
SpaceX’s $60 Billion Cursor Deal: Why Musk Wants to Own the AI Coding Layer
SpaceX is buying Cursor for speed — faster code, faster engineering, faster AI deployment.
The $60B deal turns AI coding into strategic infrastructure, not just...