Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
DayOne Data Centers files for US IPO as high rates test AI infrastructure demand
DayOne Data Centers, spun out of GDS in 2025, has filed for a US IPO on Nasdaq under DODC. The Singapore operator reported a $77.2 million h
McKesson and CD&R near $5B deal for Option Care Health
McKesson and Clayton Dubilier & Rice are nearing a take-private acquisition of Option Care Health worth more than $5 billion, according to t
Option Care Health in $5B takeover talks with McKesson, CD&R
Option Care Health is in advanced talks to be acquired in a deal valuing it at over $5 billion, with McKesson and private equity firm CD&R d
UBS: Gartner can beat low Q3 bar despite soft non-federal demand
UBS sees Gartner clearing a low bar in Q3, with contract value growth of 2.5% versus the Street's 2.3%. But softness outside federal work ke
C.H. Robinson's $5.8B RXO Deal and Dilution News Sink Stocks
C.H. Robinson agreed to buy RXO for $5.8 billion, while Neighborhood Intelligence and SeaStar Medical raised cash via share sales and warran
WISeSat.Space leads small-cap surge on deal close, trial news
WISeSat.Space soared 260% after closing its Columbus Acquisition deal, while Veea and Vaxcyte also jumped on heavy trading and upbeat trial
Schneider Electric's $23.7B PTC Deal Signals Industrial Tech Value
Schneider Electric is buying industrial software maker PTC for $23.7 billion in cash, paying $205 a share. The deal highlights the value of
Truist sees industrials lifting 2026 outlooks on data center demand
Truist Securities believes US industrial companies could lift their full-year outlooks as earnings season approaches. Strong demand from the
BofA upgrades DraftKings, sees prediction markets as growth driver
Bank of America upgraded DraftKings to buy, saying prediction markets are becoming a growth driver rather than a threat. The bank sees $400-
Morgan Stanley says SpaceX shares are 'cheap and getting cheaper'
Morgan Stanley analyst Adam Jonas kept an overweight rating and $300 price target on SpaceX, arguing the stock looks 'unusually cheap' based
RBC cuts Mosaic price target to $25 on phosphate cost squeeze
RBC Capital Markets cut its price target on Mosaic to $25, warning that higher sulfur costs and temporary phosphate production cutbacks coul
Ferrari's EV shift isn't cooling dealer demand, UBS survey finds
UBS says Ferrari dealers are still seeing strong customer interest, with nearly 70% reporting higher inquiries, even as the brand prepares i