TRADE WITH CONVICTION

Monday, October 19, 2026
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Markets
Vertiv’s $1.45 Billion UtilityInnovation Group Acquisition Targets AI Data Center Demand

Vertiv’s $1.45 billion UtilityInnovation Group deal expands its digital infrastructure footprint, but undisclosed earnou…

Sep 2, 2026
Markets
Teck Resources Shares Face a New Merger Milestone as Anglo American Special Dividend Details Emerge

Teck’s Anglo American special-dividend disclosure marks a key shareholder-communication step in the proposed merger of e…

Sep 1, 2026
Markets
Korn Ferry Completes AMS Acquisition as KFY Investors Assess Growth and Integration Risks

Korn Ferry has completed its AMS acquisition, expanding its talent-solutions platform while leaving investors to assess …

Sep 1, 2026
Markets
Oil’s Nearly 4% Surge Puts Energy Stocks and September’s Market Outlook on Alert

Renewed US-Iran attacks, oil above $80 and a depleted reserve raise fresh questions for energy stocks, inflation and Sep…

Aug 31, 2026
Markets
Aon’s $17 Billion USI Deal Puts Insurance Brokerage Consolidation in Focus

Aon’s $17 billion USI acquisition puts deal financing, synergies, dilution and leverage at the center of the market deba…

Aug 31, 2026
Markets
Ranger Energy’s $27.5 Million STEP Deal Expands Its US Coiled Tubing Footprint

Ranger Energy’s $27.5 million purchase of STEP’s US coiled tubing assets reshapes the outlook for both NYSE-listed RNGR …

Aug 31, 2026
Markets
Aon’s $17 Billion USI Acquisition Puts Insurance Brokerage Consolidation in Focus

Aon’s $17 billion cash purchase of USI from KKR puts integration costs, synergies and insurance brokerage consolidation …

Aug 31, 2026
Markets
VIX Falls to 14.1 as Traders Embrace Warsh — but Inflation Concerns Weigh on Stocks

The VIX hit a 14.1 year-to-date low, but Warsh’s inflation warning challenges the S&P 500’s 5.41% monthly advance.

Aug 29, 2026
Markets
AES Gains CFIUS Approval for Consortium Sale, Removing Major Deal Risk

AES’s CFIUS clearance removes a major regulatory hurdle, potentially narrowing the remaining deal spread as traders reas…

Aug 28, 2026
Markets
Canada’s US Seafood Tariff Exemption Signals Targeted Easing in Trade Retaliation

Canada’s decision to exempt US seafood from retaliatory tariffs suggests calibrated trade pressure, not a broader resolu…

Aug 27, 2026
Markets
Velocity Financial to Manage Toorak’s $3 Billion Loan Portfolio in Operating Platform Deal

Velocity Financial’s agreement to acquire Toorak’s operating platform would expand its role in business-purpose lending …

Aug 27, 2026
Markets
Victory Capital’s $7 Billion First Eagle Deal Signals Accelerating Asset-Management Consolidation

Victory Capital’s proposed $7 billion acquisition of First Eagle could reshape the US asset-management landscape and int…

Aug 26, 2026