SpaceX IPO Threatens Tesla’s Valuation and Narrative
NEW: Battle of the Musk meme stocks A splashy IPO from Elon Musk’s SpaceX could siphon attention, capital and narrative momentum from a Tesla story already straining to justify its valuation https://www.forbes.com/sites/alanohnsman/2026/04/23/spacexs-ipo-could-leave-tesla-eating-rocket-dust/
Why SpaceX’s S‑1 Is Getting Unprecedented Media Scrutiny
what's the deal with all the reporting on pieces of SpaceX's unreleased S-1... isn't this pretty unusual? off the cuff theories... 1) narrative seeding...a strategy to get stories on the parts of the S-1 the company wants people to focus on before...
Warner Bros Shareholders Approve $111B Paramount Takeover Despite Backlash
News: Warner Bros. shareholders overwhelmingly approve controversial $111-billion Paramount takeover amid growing opposition in Hollywood and beyond. https://t.co/iHnN5ov2ML
Warner Discovery Shareholders Overwhelmingly Back Paramount Merger
Warner Discovery stockholders overwhelmingly approve sale to Paramount, WBD says. "Based on the preliminary vote count from today's Special Meeting, WBD stockholders voted overwhelmingly to approve the adoption of the merger agreement with Paramount."
Cocounsel’s $650
FACT OF THE DAY: cocounsel was purchased for $650 million US dollars in 2023 and made thomson reuters flagship AI offering. 3 years later, real reviews state:
Shareholders Back Paramount Deal, Reject Exec Payouts
Warner Bros. Discovery Shareholders Overwhelmingly Approve Paramount’s Megadeal, but Vote Against Exit Pay Packages for Zaslav and Other Execs https://t.co/SuUqxaA7dz via @variety
Stephen's IPO Crash Course Live at 11 ET
Don't miss this one. Stephen is going to give a rundown on everything you need to know about IPOs on today's show at 11ET. 👇
NYC Mayor Opposes Warner Bros-Paramount Merger
JUST IN: NYC Mayor Mamdani says NYC is formally opposing the Warner Bros and Paramount merger
Strategic Risks Keep Tesla and SpaceX Separate for Now
From a strategic standpoint, what’s the argument for not just merging Tesla and spacex now and getting it over with?
Self‑Dealing Mergers: Sabotage A to Boost B
If you controlled Company A and planned to merge it with Company B, which you also controlled, wouldn't you d9 all you could to diminish the value of Company A, by piling on enormous capex that ultimately benefits Company B,...
Kinross Poised for Iamgold Takeover Amid Gold M&A Frenzy
Given Agnico $AEM is digesting Finland (not that they are tapped out by any stretch) and beginning to look under the hood at B2 Gold $BTG Have to think this is Kinross $KGC moment to strike on Iamgold $IAG and “make...
SoftBank Seeks $10 B Loan Backed by OpenAI Shares
SoftBank Group Corp. is seeking a $10 billion loan secured by its shares OpenAI https://t.co/38vMHTwsEM
Direct Investment Beats SPVs for Anthropic Allocations
Just to satiate the tail risk fomo we are migrating to the matrix, if it’s a real Anthropic SPV and not SPV^2 or ^3 that’s super tempting But what’s really wild to the Koala is at this point Anthropic type firms...
SoundHound AI Acquires LivePerson, Expands Enterprise AI Footprint
.@SoundHound AI buys LivePerson for $43 million, builds enterprise customer base https://t.co/7fswl32rnF SoundHound AI, which focuses on conversational AI, said it has acquired LivePerson in a deal valued at $43 million, a slight premium to LivePerson's $40 million market cap.
Kailera Leads, SANA Ranks #2 Among Biggest Biotech IPOs
The excellent @biospace 📊👇shows the 5 biggest IPOs in BioTech history. At the top of this list is of course Kailera Therapeutics $KLRA with its $625M blockbuster IPO - the largest public offering in recent years. The one that caught...
New $10M Funding Fuels Drilling,
A C$10M raise from @AstraExp, a bought deal from high-quality resource funds. This will ramp up drilling, in a system already demonstrating size and growth potential, what could set up this #gold stock for a major re-rate. We're actively buying:...
Predictive AI Nailed $380M Blue Energy Funding
Crunchbase called it! 👏 Eight months ago, we predicted Blue Energy was likely to raise, with 95% confidence. Now it’s official with $380M in funding. That’s the power of our predictive intelligence, giving you the earliest private market knowledge.🔮 https://t.co/xE2a8NZbSK https://t.co/xxlYaZrRZo
Judge Enforces Absolute Priority Amid $500M Trump Priming
so you have Trump’s priming $500mn, the ad hoc bondholder group, and a federal judge sworn to uphold the absolute priority rule 🍿: https://t.co/nLx7Z4Tz0f https://t.co/ddFVAt6bSH
Use Public Listings for Growth, Not Just Exit
In this episode, Callum Laing breaks down a strategy most entrepreneurs completely overlook, how to use a public listing as a growth tool, not just an exit. Instead of chasing traditional IPOs, Calum reveals how his “constrained stock” model creates stability,...
BDC Buybacks Validate NAV Amid Deep Discount
WSJ: "When a BDC trades at a deep discount to its official NAV, the most direct way to signal that the official marks are reliable is for the fund to repurchase its own stock on the open market." It really is...
Investment Banker vs Financial Analyst: Deal‑Making vs Data‑Analysis
Difference Between Investment Banker and Financial Analyst: Investment Banker – Works on deals like mergers, acquisitions, and fundraising, advising companies on major financial decisions. Financial Analyst – Focuses on analyzing data, building models, and generating business insights.
MTR Issues Record HK$18.8bn Green Bond, First Local Dollar Issuance
MTR Corporation (0066) has priced its HK$18.8 billion corporate green bonds, marking its inaugural local dollar public bond issuance and the largest bond transaction in the Hong Kong dollar market.
Musk's $60B Cursor Deal Validates AI Coding; Kilo Emerges
Elonmusk paying $60B for cursor just validated the entire ai coding category. Kilo is the open source play for what comes next. built for autonomy. built to last.
China's Biggest HK Yuan Bond Sale Hits Record‑low Yields
Bloomberg: "China’s biggest yuan bond sale in Hong Kong since 2023 drew record-low yields for both two- and 15-year debt, with two-year debt selling at a yield of 1.32% and 15-year debt at 2.08%." https://t.co/Q9FDkpbbJE
KK Mart's IPO Looms as Profits Keep Shrinking
You know that 24/7 shop near your house where you grab Milo, top up your phone, or buy last-minute stationery before school? Yeah, that one. KK Mart just filed to go public on the stock market — meaning soon, anyone...
Sec Duffy: No One Wants to Buy Spirit Airlines
I spoke to @SecDuffy about fate of @SpiritAirlines and he said it appears no one wants to buy Spirit: "What would someone buy?" Duffy asked in interview. "If no one else wants to buy them, why would we buy them?"...
Rapid Revenue Doubling Justifies Sky‑high Valuation Multiples
Paying 30x revenue for a company growing this quickly doesn't strike me as crazy Cursor is doubling its revenue every three months For example $SNOW flake went public in late 2020 at ~80x sales while growing "only" 120% annually
P.F. Chang's Plans IPO Within Two Years
Jim Mazany, CEO of P.F. Chang's, said at the Restaurant Leadership Conference that the company is planning an IPO in two years. The Asian chain went private in 2012.
SecDuffy Weighs United CEO's Bid for American
News: I asked @SecDuffy in interview about @United CEO Scott Kirby proposal he made on acquiring American https://t.co/DJkmFCRb1Z
Cohere CEO Pushes IPO for Broader Public Ownership
"Private citizens need to be able to take a stake in the company." Cohere CEO Aidan Gomez says he doesn't care what valuation his AI lab goes public at, but he does care about taking it through an IPO. "If we stay...
Zero Personal Capital Enables True Serial Vendor Finance
what makes serial 100% vendor finance rare: – most acquirers deploy capital on deal 1 – most educators have done it maybe once – most advisors mix personal funds in – most structures require some deposit my track record: – zero personal capital – every single deal
Brad Jacobs Explains QXO's $17B Insulation Acquisition
Brad Jacobs dropped by Odd Lots to talk with me and @tracyalloway about why his company $QXO is buying an insulation company for $17 billion. https://t.co/a9rTLDb9rs
Peach State Bank Merges Into UCB at 194% Book
Peach State Bank in Gainesville is merging into $UCB at 194% of tangible book. https://t.co/7wB9sFCL0n
Goldman’s Delta-One Desk Maps Bull, Bear Scenarios
JUST IN: Goldman's Delta-One Desk head outlines the bull case, bear case, and path of least resistance.
Medallia Loan Collapses, Blackstone Marks 60% Value
Blackstone has marked the Medallia loan down another 9 points to 60.3 as of Q1’26. It appears that Thoma Bravo has declined to recapitalize the company and it may be owned by its lenders soon. https://t.co/Duuu08riB1
Strategic Buyer Nears Mandatory Offer with 20% Upside
Mandatory offer incoming — 20% upside on the table. Strategic buyer just crossed the triggering threshold. A bid for the remaining minority stake is likely to come within months. Well-protected downside. https://t.co/kdWd6P5ec8
Investment Banking: Solve Complex Problems, Drive Strategic Growth
Investment Banking is more than financial modeling and deal execution—it is about solving complex business problems and driving strategic growth. From mergers and acquisitions to capital raising, the field offers unmatched exposure to high-impact financial decisions. For aspiring finance professionals,...
Sapporo Sells Stone Brewing to Firestone Walker, Duvel USA
M&A news: Sapporo is selling Stone Brewing to Firestone Walker + Duvel USA. Link to the story on @Brewbound in the comment below 👇 https://t.co/FNwtffMViK
BRE Poised for Takeover by LYC or MP
$BRE is a strong potential takeover target for either $LYC or $MP, given that Mrs. Rhineheart is a shareholder in all three companies.
Fervo Energy S‑1 Reveals Geothermal Pipeline and Costs
Enhanced geothermal energy pioneer Fervo Energy filed its S-1 in advance of a planned IPO, offering a closer look at their development pipeline, current and projected capital costs, and more. @heatmap_news's @MattZeitlin drills down for some insights: https://t.co/vpluY58Osk https://t.co/Q1X1QDKuNb
NYC Finance Booms: Record Wall Street Revenue, Tax Receipts Rise
Some good news: NYC’s financial sector looks to have had a strong first quarter. Wall Street trading desks posted record revenue. Earnings at the investment banking units of the big five banks grew 22% year over year in Q1 2026. We’re...
Private Credit Outlook Shifts: From Golden Moment to Cautious Reality
Bloomberg ran “key takeaways from the Milken Conference” last year. One was the narrative of a “golden moment” for Private Credit, per the panel. The panel this year might have a different tone. BTW I am on...
Eight Insights From Fervo’s IPO Filing
8 Things We Learned From Fervo’s IPO Filing #energysky -- via Heatmap News https://t.co/hi45rLG0X7 https://t.co/NFv7QqXXQu
Northland Boosts AXTI Target, Yet Stock Stalls
Art of the Deal Pre market Northland raises the price target on $AXTI to $90 from $45 in what looks to be a super bullish note with bullets. - Stock wont rally early AM - boutique house highlights price drops in Indium. Post...
Canton Network Secures Major Tokenized JGB Deals
😎 "We didn't do a pre-mine, we didn't publish all these white papers. We just very quietly executed, and now we're signing all these deals. "Today we signed deals around with Mizuho and Nomura and JPX around tokenized JGBs." --...
April Sees Record 29% of Deals Using CVRs
An unprecedented 29% of public M&A deals in the U.S. and Canada announced in April feature a contingent value right as part of the deal consideration. The use of CVRs has never been so high. Below is the database of closed deals...
SpaceX‑Tesla Merger Looms Amid AI Software Revival
Could See a SpaceX-Tesla Merger Before the IPO: Ray Wang https://t.co/X8jPJmEC3Q @BloombergTV @constellationr’s @rwang0 discusses the current AI landscape, why software is the ‘next piece to comeback,’ and the possibility of a SpaceX-Tesla merger.
QXO's $17B TopBuild Deal Offers 5.9% Arbitrage Yield
➡️ M&A Deal Sheet ⬅️ TopBuild Corp. $BLD to be acquired by QXO, Inc. $QXO for $227.25 cash per share + 11.11x shares, 23.1% premium, $17.0 billion, 14.7x EBITDA (2027E) Trading at a 5.9% arbitrage yield and an implied 92% odds of...
From $125k Loan to $12B Franchise Empire
Jersey Mike’s founder Peter Cancro sold majority of sub chain to Blackstone for $8B in 2024. In 2025, Wingstop's former CEO took top job and has filed to go public. Details on Cancro skipping college and turning $125k loan into...
9.5%
New preferred stock alert: Cantor Fitzgerald Income Trust is issuing CFTRPRA shares with a fixed 9.5% dividend. High yield, but it's illiquid & carries BDC risk. Not for everyone. Investing