The US economy is borrowing again. Major US banks reported strong Q4 results today, driven not just by high rates, but by a tangible pickup in loan demand from both businesses and consumers. 📈 THE GROWTH ENGINE: Despite fears of a slowdown, the “Big Four” are seeing credit expansion accelerate: 🗣️ THE “REAL” ECONOMY VIEW:...
The battle for the “Harry Potter” and “Game of Thrones” libraries just went nuclear. Sources report that Netflix (NFLX) is preparing to revise its $82.7 billion offer for Warner Bros Discovery’s (WBD) studio and streaming assets to all-cash, aiming to expedite the sale and eliminate the execution risk associated with its previous cash-and-stock bid. 🥊...
After hitting a decade-low in 2025, the US biotech sector is flashing buy signals again. Analysts and investors are forecasting a robust rebound in 2026, driven by a stabilizing policy environment, lower interest rates, and a backlog of mature private companies ready to test the public markets. 📉 THE 2025 BOTTOM: 🌤️ THE 2026 OUTLOOK:...
The race to commercialize quantum computing is hitting the public markets. Honeywell (HON) announced this morning that its majority-owned unit, Quantinuum, plans to confidentially file draft IPO papers with the SEC. The move sent Honeywell shares up 1.6% in pre-market trading as investors cheered the value unlock. 🦄 THE METRICS: 🏭 THE STRATEGY: This divestiture...
The “Financialization of Savings” trend in India is delivering tangible results for the country’s largest asset manager. In its first quarterly report since a blockbuster listing last month, ICICI Prudential Asset Management (IICL.NS) reported a stellar Q3, validating the heavy investor demand seen during its $1.2 billion IPO. 📊 THE EARNINGS SPRINT: 🛡️ THE DOMESTIC...
The retail army has found its new favorite trade for 2026: Memory & Storage. Driven by an “unprecedented” global shortage of memory chips needed for AI infrastructure, individual investors are aggressively piling into US storage names, betting on a multi-year pricing super-cycle. 🌊 THE INFLOW TSUNAMI: According to Vanda Research, the rotation is violent and...