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Monday Morning, Its Own Shareholders Erased $17 Billion of Market Cap. https://www.valueinvestinghub.com/insights/schneider-ptc-22-6b-10pct-drop-industrial-software 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Schneider Electric Agreed to Pay $22.6 Billion in Cash for PTC on Monday. Its Own Stock Fell 10% in Paris. https://www.valueinvestinghub.com/insights/amd-1t-320m-warrants-openai-meta-penny-dilution 2026-10-16 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png AMD Crossed $1 Trillion in Market Value on Thursday. It Has Already Pre-Promised 320 Million Shares to OpenAI and Meta at a Penny Each. https://www.valueinvestinghub.com/insights/ba-faxx-sixth-gen-fighter-monopoly-20b 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Northrop Walked Away From the Air Force's Next-Gen Fighter in 2023 Because the Terms Were Unacceptable. On Tuesday Boeing Won the Navy's Version — and the First Sixth-Generation Combat Monopoly in a Generation. https://www.valueinvestinghub.com/insights/f-gm-q3-ev-collapse-hybrid-vindication 2026-10-16 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png GM's EV Sales Fell 61.7% in the Quarter the Federal Tax Credit Expired. Ford's Maverick Hybrid Hit a Q3 Record in the Same Three Months. https://www.valueinvestinghub.com/insights/ctva-vylr-45b-spin-40b-fraud-suit-15-states 2026-10-16 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Corteva Spun Off $45 Billion Into Vylor on Thursday. Fifteen States Sued the Same Day to Pull $40 Billion of It Back. https://www.valueinvestinghub.com/insights/avgo-anthropic-42b-vendor-loan-125b-tpu-lease 2026-10-14 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Broadcom Agreed to Lend Anthropic $42 Billion for Chips Broadcom Will Also Sell It. The IPO Prospectus Just Made the Structure Official. https://www.valueinvestinghub.com/insights/rtx-sm6-244b-contract-pentagon-arsenal-of-freedom 2026-10-13 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png The Pentagon Signed Three Munitions Megacontracts in 75 Days. The Combined Ceiling Is $103.7 Billion. The Actual Appropriated Funding Is a Rounding Error. https://www.valueinvestinghub.com/insights/gm-cafe-rollback-20b-states-sue 2026-10-13 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png The Department of Transportation Just Handed General Motors $20 Billion. Twenty-Six States Sued to Take It Back. https://www.valueinvestinghub.com/insights/tsla-q3-inventory-drawdown-storage-miss 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Tesla Beat Delivery Consensus by 24,558 Vehicles on Thursday. It Only Produced 464,391 of Them. The Rest Came From Inventory. https://www.valueinvestinghub.com/insights/orcl-tencent-7b-ai-chip-lease-export-control-arbitrage 2026-10-11 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Oracle Just Rented Tencent 100,000 AI Chips the US Won't Let Tencent Buy. The $7 Billion Lease Pays Oracle in Cash It Can't Earn From Its Own Fleet. https://www.valueinvestinghub.com/insights/trump-globe-medicare-drug-pricing-11-9b-440m-mfn-exemptions 2026-10-14 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png HHS Finalized Its Medicare Drug Price Cap on Wednesday. The Savings Estimate Fell From $11.9 Billion to $440 Million Between Proposal and Rule — Because Every Big Pharma Had Already Signed a Separate Deal. https://www.valueinvestinghub.com/insights/ftc-southern-glazers-rpa-first-generation-settlement 2026-10-13 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png The FTC Just Won Its First Robinson-Patman Settlement in a Generation. The Chairman Who Signed Off On It Had Voted Against the Lawsuit. https://www.valueinvestinghub.com/insights/acn-q4-fy26-84b-bookings-ai-consulting-thesis-collapse 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Accenture Just Posted Record $84.5 Billion in New Bookings. The 'AI Replaces Consulting' Thesis Lost Its Loudest Earnings Day. https://www.valueinvestinghub.com/insights/nke-pace-25b-fy27-eps-collapse 2026-10-13 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Nike Earned $3.73 Per Share Two Years Ago. Yesterday It Told Investors Fiscal 2027 Would Deliver $1.15 to $1.35. https://www.valueinvestinghub.com/insights/on-syna-cash-restructure-interloper 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png ON Semiconductor Agreed to Pay $7 Billion in Stock for Synaptics in June. On Wednesday It Paid $5.7 Billion in Cash — and the Cash Was Worth More. https://www.valueinvestinghub.com/insights/psky-52b-wbd-financing-109b-orders-6b-synergy-pitch 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Paramount Skydance Just Raised $52 Billion to Buy Warner Bros. The Order Book for the Investment-Grade Tranche Alone Came in at $109 Billion. https://www.valueinvestinghub.com/insights/mu-q4-fy26-61b-guide-75pct-2027-locked 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Micron Just Guided for $61.5 Billion of Revenue in a Single Quarter. 75% of Its 2027 Output Is Already Sold. https://www.valueinvestinghub.com/insights/amd-world-labs-8-2b-all-stock-fei-fei-li 2026-10-13 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png AMD Was Already an Investor in World Labs. On Monday It Bought the Whole Company for $8.2 Billion — With Its Own Stock. https://www.valueinvestinghub.com/insights/mcd-next-85b-franchisee-partnering-four-year-low 2026-10-16 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png McDonald's Held Its Investor Day to Admit the Chain Is 'Falling Short.' It Also Committed $8.5 Billion to Pay Its Franchisees to Catch Up. https://www.valueinvestinghub.com/insights/aapl-taction-57b-verdict-burford-14b-litigation-funding 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png A San Diego Jury Awarded $5.72 Billion Against Apple on Friday. A UK-Listed Fund Says $1.4 Billion of It Belongs to Its Investors. https://www.valueinvestinghub.com/insights/rcl-sandals-3b-vacation-platform-10x-multiple 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Royal Caribbean Spent Five Years Paying Down Debt. On Tuesday It Committed $3 Billion of New Debt to Buy Half of Sandals. https://www.valueinvestinghub.com/insights/nvda-150b-buyback-authorization-235b-total 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Nvidia Authorized the Largest Single Share Buyback in Corporate History on Sunday. At Its Current Repurchase Pace, the $150 Billion Will Be Gone by January 2028. https://www.valueinvestinghub.com/insights/nvda-150b-buyback-largest-ever-fy28-window 2026-10-16 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Nvidia Authorized a $150 Billion Buyback in the Quarter That Was Pacing to Be the Slowest for S&P 500 Repurchases in a Decade https://www.valueinvestinghub.com/insights/nvda-150b-buyback-authorization-record 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png NVIDIA Just Added $150 Billion to Its Buyback Authorization. It Still Has $235 Billion Left to Spend. https://www.valueinvestinghub.com/insights/amd-world-labs-82b-fei-fei-li-acqui-hire 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png AMD Is Paying $8.2 Billion for World Labs. Fei-Fei Li Comes With It. https://www.valueinvestinghub.com/insights/hpe-juniper-vindication-800m-synergy-vultr-helios 2026-10-13 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png HPE Bought Juniper for $14 Billion Over the DOJ's Objections. Fifteen Months Later It Told Investors the Networking Segment Will Grow 20% a Year Through 2029. https://www.valueinvestinghub.com/insights/mdb-desai-meta-departure-atlas-25pct-guidance-raise 2026-10-14 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Meta Poached MongoDB's CEO Eleven Months Into His Tenure on Sunday. The Next Day MongoDB Raised Its Three-Year Atlas Growth Target — and the Stock Fell 18%. https://www.valueinvestinghub.com/insights/nvda-baba-v900-china-vacuum-partnership-paradox 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Alibaba Unveiled a Chip Explicitly Designed to Replace Nvidia in China. On the Same Day, It Named Nvidia Its Global Data-Center Partner. https://www.valueinvestinghub.com/insights/psky-wbd-state-ags-editorial-settlement 2026-10-07 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Twelve States Sued to Block Paramount-Warner Bros. On Monday Paramount Bought Them Off With Content Promises. https://www.valueinvestinghub.com/insights/azo-q4-fy26-diy-negative-96m-tariff-refund-beat 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png AutoZone's Domestic DIY Comps Went Negative in Q4. A $96 Million Tariff Refund Turned the EPS Miss Into an EPS Beat. https://www.valueinvestinghub.com/insights/brka-len-10pct-margin-collapse-contrarian-buy 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Berkshire Crossed 10% of Lennar on Monday. It Started Buying the Session After the Margin Compression Went Public. https://www.valueinvestinghub.com/insights/dvn-toms-capital-coterra-complexity-sale-push 2026-10-07 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Devon Energy Bought Coterra Four Months Ago. Now One of Its Five Largest Shareholders Says the Combined Company Is Worth More Sold in Pieces. https://www.valueinvestinghub.com/insights/gis-q1-fy27-inflation-6pct-q4-canadian-tariff 2026-10-08 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png General Mills Told Investors Inflation Was 4%. On Tuesday It Said Q4 Will Be 6%. Canadian Tariffs Got the Blame. https://www.valueinvestinghub.com/insights/cost-q4-fy26-184m-tariff-refund-normalization-pivot 2026-10-16 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Costco Beat Wall Street by 20 Cents. A $184 Million Tariff Refund Provided 15 of Them — and the CEO Told Investors to Get Used to Slower Growth. https://www.valueinvestinghub.com/insights/lly-nvo-foundayo-share-2035-pipeline-plan-half-year-gap 2026-10-12 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Novo Nordisk Told Investors Its Pipeline Should Generate $23 Billion by 2035. Eli Lilly Booked $42.8 Billion of Revenue in the First Half of 2026 Alone. https://www.valueinvestinghub.com/insights/mgm-diller-18b-withdrawn-27pct-stake-retained 2026-10-14 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Barry Diller Offered $18 Billion for the 74% of MGM He Didn't Already Own. Fifteen Weeks Later He Kept the 27%. https://www.valueinvestinghub.com/insights/akam-anthropic-11-6b-warrant-cpu-precedent 2026-10-14 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Anthropic Committed $11.6 Billion to Akamai on Wednesday. It Also Got the Right to 5% of the Company at $111.33 a Share. https://www.valueinvestinghub.com/insights/ba-vnav-glitch-speea-vote-oct-1-737-recovery 2026-10-13 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Boeing's 737 Recovery Depends on Two Things Going Right by October 1. Both Look Uncertain in the Same Week. https://www.valueinvestinghub.com/insights/googl-doj-ad-tech-remedies-behavioral-not-structural 2026-10-14 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png The DOJ Won Liability Against Google's Ad Tech in April 2025. On September 2 It Lost the Remedy That Would Have Mattered. https://www.valueinvestinghub.com/insights/meta-ray-ban-display-799-reality-labs-73b 2026-10-16 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Meta Just Priced the Ray-Ban Display at $799. Reality Labs Has Cost $73 Billion to Get Here. https://www.valueinvestinghub.com/insights/intc-nvda-5b-check-not-for-fabs 2026-10-16 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Intel Took Three Checks in 32 Days for $15.9 Billion. Nvidia's Was the One That Wasn't for Manufacturing. https://www.valueinvestinghub.com/insights/nscale-s1-nvda-circular-ai-cloud-economics 2026-10-16 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Nscale's S-1 Discloses $140 Million of Revenue and a $1.02 Billion Loss. It's Seeking a $30 Billion Valuation on Contracts That Aren't Revenue Yet. https://www.valueinvestinghub.com/insights/generous-model-50-states-mfn-medicaid-pharma-repricing 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png All 50 States, D.C. and Puerto Rico Are Now Bound to Medicaid MFN Pricing. Twenty-Six Drugmakers Signed. The Question Isn't Whether, It's How Much. https://www.valueinvestinghub.com/insights/bwin-77b-take-private-dell-sequence-88pct-premium 2026-10-15 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png The Baldwin Group Was Trading at $17.29 in Mid-June. On Monday It Agreed to Go Private at $32.50 — an 88% Premium, With No Public Auction. https://www.valueinvestinghub.com/insights/omc-pepsico-loss-15k-cut-ipg-scale-test 2026-10-13 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Omnicom Bought IPG for $13.25 Billion to Own Media Scale. Ten Months Later Its Largest Client Walked Without a Pitch. https://www.valueinvestinghub.com/insights/dhi-5b-buyback-fy26-revised-fed-cut 2026-10-16 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png D.R. Horton Revised Its Fiscal 2026 Buyback Guide to $3.25 Billion from $2.5 Billion and Added $5 Billion in New Authorization. Two Days Before the Fed Cut. https://www.valueinvestinghub.com/insights/jbht-q3-warning-driver-fuel-cost-stack 2026-10-07 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png J.B. Hunt Warned Q3 Profits Would Miss by 5–10% at a Conference. The CFO Named the Two Cost Lines and Called Driver Capacity Structural. https://www.valueinvestinghub.com/insights/len-q3-fy26-margin-compression-fed-same-day 2026-10-13 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png Lennar's Home-Sales Gross Margin Was 23% in Late 2024. Yesterday It Was 15.8%. The Fed Hiked the Same Day. https://www.valueinvestinghub.com/insights/fed-25bp-hike-hawkish-dot-plot-duration-shock 2026-10-16 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png The Fed Hiked 25 Basis Points on Wednesday. The Dot Plot Repriced 2027. https://www.valueinvestinghub.com/insights/august-retail-sales-control-group-beat-fed-decision 2026-10-07 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png August Retail Sales Beat Expectations by 100 Basis Points on the Number the Fed Actually Reads. The Fed Decides in Five Hours. https://www.valueinvestinghub.com/insights/msft-openai-12t-valuation-balance-sheet-mark 2026-10-16 weekly 0.7 https://www.valueinvestinghub.com/icons/icon-512x512.png OpenAI Is In Talks to Raise at a $1.2 Trillion Valuation. Microsoft's Slice Would Be Worth $324 Billion — Nine Percent of Its Own Market Cap. https://www.valueinvestinghub.com/insights/10y-yield-497-corporate-credit-1-68t-divergence 2026-10-15 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png The 10-Year Hit 4.97% on Friday. Corporate America Sold a Record $145 Billion of Bonds in August. Both Numbers Cannot Be Right. https://www.valueinvestinghub.com/insights/nvda-groq-doj-probe-reverse-acquihire-precedent 2026-10-15 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png The DOJ Just Opened a Formal Probe of Nvidia's Groq Deal. The Structure It Is Testing Is How Big Tech Has Been Buying AI. https://www.valueinvestinghub.com/insights/irt-csr-8b-merger-scale-cost-of-capital 2026-10-13 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Independence Realty and Centerspace Merged for $8.1 Billion in Stock. The 44,000 Apartments Were Not the Asset. https://www.valueinvestinghub.com/insights/ge-aerospace-cpp-11-75b-castings-bottleneck-vertical 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png GE Aerospace Spent Three Years Spinning Companies Off. This Week It Paid $11.75 Billion for a Supplier It Already Bought 25% of Its Castings From. https://www.valueinvestinghub.com/insights/orcl-ellison-10b5-1-cancellation-founder-signal 2026-10-14 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Larry Ellison Cancelled a $7.5 Billion Oracle Sale Plan on Friday. He Set It Up the Day After Oracle Filed Its Annual Report. https://www.valueinvestinghub.com/insights/blackrock-hps-q3-private-credit-redemption-peak 2026-10-12 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png BlackRock's Flagship Private-Credit Fund Was Oversubscribed Three-to-One in Q1. In Q3 It Was Only Two-to-One. https://www.valueinvestinghub.com/insights/boeing-speea-tentative-labor-cost-repricing 2026-10-07 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Boeing Rejected on August 21. On September 12 It Came Back With a 10% Raise on Day One. https://www.valueinvestinghub.com/insights/adbe-q3-fy26-rpo-arr-freemium-gap 2026-10-14 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Adobe Beat, Raised Guidance, and Fell 4%. Its Forward Book Grew Slower Than Its Current Revenue. https://www.valueinvestinghub.com/insights/cl-softsoap-speed-stick-portfolio-strategy-sale 2026-10-15 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Colgate Bought Softsoap in 1987 and Mennen in 1992. It Is Selling Both — Nine Months After Writing Down Its Premium Skin Business. https://www.valueinvestinghub.com/insights/orcl-q1-fy27-664b-rpo-openai-concentration 2026-10-15 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Oracle's Backlog Grew From $99 Billion to $664 Billion in Two Years. The Free-Cash-Flow Line Told the Rest of the Story. https://www.valueinvestinghub.com/insights/kroger-q2-fy26-ira-pharmacy-guide-cut-foran 2026-10-07 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Kroger Cut Its Full-Year Identical Sales Guide by More Than Half. Most of the Cut Is Not Groceries. https://www.valueinvestinghub.com/insights/gme-q2-fy26-collectibles-flip-transformation-complete 2026-10-07 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png GameStop's Q2 Revenue Fell 19%. Its Operating Income Set a Record. The Company Ryan Cohen Rebuilt Is Not the One Still Being Traded. https://www.valueinvestinghub.com/insights/aapl-iphone-duo-ternus-margin-mix-bet 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Apple's Foldable iPhone Costs Two to Three Times More to Build. John Ternus Just Priced It at $1,999 Anyway. https://www.valueinvestinghub.com/insights/bsx-cyberattack-manufacturing-guidance-cut 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Boston Scientific Detected a Cyberattack on August 25. Fourteen Days Later It Withdrew Its Full-Year Guide. https://www.valueinvestinghub.com/insights/qcom-aws-60b-warrant-inference-silicon 2026-10-07 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Qualcomm Won Its First Western Hyperscaler. The $60 Billion Headline Isn't the Deal. The Warrant Is. https://www.valueinvestinghub.com/insights/august-payrolls-info-sector-23k-ai-showing-in-data 2026-10-15 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png August Payrolls Beat by 3×. The Information Sector Lost 23,000 Jobs. Both Numbers Are the Story. https://www.valueinvestinghub.com/insights/doj-beef-probe-eight-grocers-vertical-scrutiny 2026-10-12 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png The DOJ Beef Probe Walked Upstream. Then It Walked Back Downstream to Eight Grocers. https://www.valueinvestinghub.com/insights/chevron-venezuela-7b-contract-enforceability-thesis 2026-10-14 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Chevron Just Committed $7 Billion to Double Its Venezuelan Output. The Real Wager Is on Contract Enforceability, Not the Barrel. https://www.valueinvestinghub.com/insights/unh-prior-auth-1700-codes-utilization-lever 2026-10-07 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png UnitedHealthcare Just Cut Prior Authorization on 1,700 Codes. It Says That's Where Approval Rates Were Already High. https://www.valueinvestinghub.com/insights/cpb-first-dividend-cut-since-2001-snacks-defensive-thesis 2026-10-12 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Campbell's Cut Its Dividend for the First Time Since 2001. The Snack Aisle Ended a 25-Year Streak. https://www.valueinvestinghub.com/insights/ttd-sp500-removal-same-day-15pct-cut-adtech-thesis 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png The Trade Desk Lasted 14 Months in the S&P 500. On September 4 It Cut 15% of Staff and Lost the Seat. https://www.valueinvestinghub.com/insights/fed-warsh-trump-pressure-appointee-drift 2026-10-13 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Trump Is Running a Full-Court Press Against His Own Fed Chair Ten Days Before the FOMC. That Is the Independence Story. https://www.valueinvestinghub.com/insights/uber-3300-cuts-restructuring-from-strength-av-pivot 2026-10-08 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Uber Just Cut 3,300 Jobs in the Middle of Its Most Profitable Year Ever. That Is Not a Cost Cut. It Is a Bet. https://www.valueinvestinghub.com/insights/adobe-chakravarthy-ceo-enterprise-succession-signal 2026-10-07 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Adobe Just Chose an Enterprise Data Operator to Succeed Shantanu Narayen. The Board Is Telling You Where the Next Chapter Sits. https://www.valueinvestinghub.com/insights/flex-epc-power-4b-spinco-endowment 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Flex Is Paying $4.4 Billion for a Data-Center Power Company. It Is Really Endowing a Spin-Off That Doesn't Exist Yet. https://www.valueinvestinghub.com/insights/lulu-q2-fy26-tariff-refund-mask-demand-cut 2026-10-13 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Lululemon Beat EPS by 62% and the Stock Fell 18%. The $134 Million Tariff Refund Was Doing All the Work. https://www.valueinvestinghub.com/insights/dell-q2-fy27-95b-backlog-60b-orders-gap 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Dell Booked $60.9 Billion in AI Server Orders and Recognized $16.4 Billion. The Gap Is What Repriced the Stock. https://www.valueinvestinghub.com/insights/hpe-q3-fy26-record-quarter-margin-confession 2026-10-07 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png HPE Printed a Record Quarter and Warned Q4 Margins Will Compress. Both Sentences Are the Same Story. https://www.valueinvestinghub.com/insights/broadcom-q3-fy26-16b-ai-silicon-second-layer 2026-10-07 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Broadcom Prints Q3 Tonight into a $16 Billion AI Expectation. The Number Behind the Number Is What Matters. https://www.valueinvestinghub.com/insights/google-ad-tech-brinkema-behavioral-remedy 2026-10-08 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Google Won't Have to Sell AdX. The Order That Rejected the Breakup Is the Bigger Story. https://www.valueinvestinghub.com/insights/paramount-wbd-81b-financing-question 2026-10-12 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Paramount Skydance's $81B WBD Bid: The Whole Story Is the Balance Sheet https://www.valueinvestinghub.com/insights/aon-usi-17b-kkr-exit-broker-consolidation 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Aon pays $17 billion for USI. The middle market just became the game. https://www.valueinvestinghub.com/insights/amazon-ftc-ad-auction-second-price-suit 2026-10-14 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png The FTC sued Amazon's ad business. That is the one that matters. https://www.valueinvestinghub.com/insights/nvidia-hugging-face-12-9b-vertical-ai 2026-10-07 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Nvidia is paying $12.9 billion for Hugging Face. The price is not the news. https://www.valueinvestinghub.com/insights/bby-q2-fy27-comps-turned-guide-raised 2026-10-07 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Best Buy Just Printed the First Above-Guidance Comp in Three Years. Management Raised the Guide With It. https://www.valueinvestinghub.com/insights/mckesson-precision-medicine-oncology-vertical-integration 2026-10-15 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png McKesson Bought Precision Medicine Group for $2.25 Billion. It Belongs in the Oncology Segment, Not the Distribution One. https://www.valueinvestinghub.com/insights/autodesk-q2-fy27-boring-print-in-an-ai-season 2026-10-07 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Autodesk Raised Its Full-Year Guide on Construction Software and Renewals. In an AI-Obsessed Print Season, That Is the Interesting Part. https://www.valueinvestinghub.com/insights/warsh-jackson-hole-forward-guidance-obsolete-quieter-fed 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Warsh's First Jackson Hole Retired Forward Guidance. What Wasn't Said Matters More. https://www.valueinvestinghub.com/insights/zillow-redfin-ftc-pay-for-exit-antitrust-doctrine 2026-10-15 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Zillow Paid Redfin $100 Million to Stop Competing. The FTC Just Called That a Reverse Payment. https://www.valueinvestinghub.com/insights/marvell-q2-fy27-two-silicon-clocks-google-warrant 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Marvell's Record Quarter Ran on Interconnect. The Google Warrant Is a Second Clock. https://www.valueinvestinghub.com/insights/nvidia-q2-fy27-108b-guide-zero-china 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Nvidia Guided $108 Billion for Next Quarter With Zero China Revenue in the Number. That Is the Whole Story. https://www.valueinvestinghub.com/insights/fed-cook-second-firing-independence-repeat 2026-10-08 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png The Second Attempt to Fire Lisa Cook Isn't a Bigger Version of the First. It's a Different Question. https://www.valueinvestinghub.com/insights/bmy-cellares-cart-manufacturing-scale-wall 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Bristol Myers Quietly Walked Away From Its Cell Therapy Manufacturing Partner. The Reason Reprices the Whole Category. https://www.valueinvestinghub.com/insights/dks-foot-locker-integration-cracks-first-print 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Dick's Bought Foot Locker Three Months Ago. The First Print Already Broke the Deal Thesis. https://www.valueinvestinghub.com/insights/trump-canada-50pct-auto-tariffs-usmca-liability 2026-10-15 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Trump Set Canadian Auto Tariffs at 50%. The Structural Problem Is That Canada Can't Retaliate on the One Thing That Matters. https://www.valueinvestinghub.com/insights/intuit-sbc-non-gaap-ai-honesty 2026-10-13 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Intuit's FY27 Guide Looks Like a Miss. It Is Actually the First Big Software Company to Do the Honest Thing on SBC. https://www.valueinvestinghub.com/insights/paramount-wbd-cal-ag-cancels-settlement 2026-10-10 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png California's AG Just Told Paramount to Stop Playing Games. It Was the Cheapest Thing He Could Have Done. https://www.valueinvestinghub.com/insights/nvidia-q2-fy27-three-numbers-that-matter 2026-10-13 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Nvidia Reports Wednesday. There Are Three Numbers That Decide Whether the Whole Trade Still Holds. https://www.valueinvestinghub.com/insights/warsh-first-jackson-hole-framework-review 2026-10-15 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Kevin Warsh's First Jackson Hole Is Not a Rate-Cut Speech. It's a Framework Speech. https://www.valueinvestinghub.com/insights/rtx-navy-tomahawk-22b-industrial-surge 2026-10-12 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png The Navy Fired 850 Tomahawks. Congress Just Wrote the $22.9 Billion Check to Rebuild the Line. https://www.valueinvestinghub.com/insights/anthropic-65b-arr-ai-revenue-inflection 2026-10-15 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Anthropic Just Put a Number on the AI Revenue Question. It's $65 Billion. https://www.valueinvestinghub.com/insights/coty-wind-down-not-turnaround-beauty-bifurcation 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Coty Guided Fiscal 2027 Like a Company Being Taken Apart on Purpose https://www.valueinvestinghub.com/insights/tesla-nhtsa-suspension-probe-quality-tail 2026-10-15 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Tesla Is Asking Regulators for the Benefit of the Doubt at Exactly the Wrong Moment https://www.valueinvestinghub.com/insights/estee-lauder-turnaround-fy27-vindicated 2026-10-04 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Estée Lauder Guided Fiscal 2027 Like a Company That Believes Its Own Turnaround https://www.valueinvestinghub.com/insights/adi-record-quarter-second-derivative-silicon 2026-10-04 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Analog Devices Just Cleared $4 Billion. The AI Capex Cycle Has a Second Layer. https://www.valueinvestinghub.com/insights/walmart-q2-refund-recycled-not-banked 2026-10-12 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Walmart Beat, Raised Guidance, and Fell 8.9%. The Market Just Priced in What Tariff Refunds Actually Buy. https://www.valueinvestinghub.com/insights/vivmark-largest-apartment-reit-created 2026-10-12 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png The Largest US Apartment REIT Was Just Created by Merger, Not by Building https://www.valueinvestinghub.com/insights/treasury-doubles-long-bond-buybacks 2026-10-09 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Treasury Just Doubled Its Long-Bond Buybacks. That's a Debt-Management Intervention, Not a Yield Story. https://www.valueinvestinghub.com/insights/target-q2-tariff-refund-40-percent-eps 2026-10-13 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Forty Percent of Target's Q2 Earnings Came From a Tariff Refund. It's Already in Forward Guidance. https://www.valueinvestinghub.com/insights/private-credit-default-rate-6pct 2026-10-15 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png The Private Credit Industry Just Hit a 6% Default Rate. It's About to Underwrite $500B of AI Infrastructure. https://www.valueinvestinghub.com/insights/bhp-copper-overtakes-iron-ore 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png BHP's Best Business Is Now Copper. That Ends a Two-Decade Regime. https://www.valueinvestinghub.com/insights/home-depot-tariff-refund-reality 2026-10-09 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Home Depot's Q2 Print Is the First Real Look at How Tariff Refunds Actually Flow Through https://www.valueinvestinghub.com/insights/santander-webster-closes 2026-10-04 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Santander Buys Webster for $12.3B. It Is the First US Bank Consolidation Since Everything Broke. https://www.valueinvestinghub.com/insights/intel-government-nvidia-stakes 2026-10-10 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png The US Government Owns 10% of Intel. Nvidia Owns 4%. That Is a New Kind of Public Company. https://www.valueinvestinghub.com/insights/tsmc-capex-margin-math 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png TSMC Raised 2026 Capex by $10 Billion. The Margin Math Is the Story. https://www.valueinvestinghub.com/insights/cisco-guide-beat-margin-fell 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Cisco Beat the Top Line by $4 Billion. Gross Margin Is Why the Stock Fell 8%. https://www.valueinvestinghub.com/insights/amat-record-beat-china-story 2026-10-15 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Applied Materials Beat Every Number and Lost 5%. China Is the Reason. https://www.valueinvestinghub.com/insights/nvidia-chips-are-real-estate 2026-10-14 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Nvidia Just Turned Its Chips Into Real Estate. That's the Point. https://www.valueinvestinghub.com/insights/deere-repair-borrowed-moat 2026-10-11 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Deere Opened Its Repair Moat. The Real Story Is What Kind of Moat It Was. https://www.valueinvestinghub.com/insights/big-tech-ai-capex-hard-test-ahead 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Big Tech's $725B AI Bet Won Over the Market. The Hard Test Is Still Ahead. https://www.valueinvestinghub.com/insights/ea-lbo-not-really-an-lbo 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png EA Left the NASDAQ. The Buyer Is Not a Private Equity Firm. https://www.valueinvestinghub.com/insights/paramount-wbd-which-market-matters 2026-10-16 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png The $110B Fight Over Which Market Matters https://www.valueinvestinghub.com/insights/teslas-58-billion-spending-quarter-turns-its-ai-pivot-into-a-cash-flow-test 2026-10-01 weekly 0.6 https://www.valueinvestinghub.com/icons/icon-512x512.png Tesla’s $5.8 Billion Spending Quarter Turns Its AI Pivot Into a Cash-Flow Test https://www.valueinvestinghub.com/insights/soft-june-jobs-report-gives-companies-rate-relief-not-a-free-pass 2026-10-15 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Soft June Jobs Report Gives Companies Rate Relief, Not a Free Pass https://www.valueinvestinghub.com/insights/amazons-175-billion-ai-loan-tests-aws-cash-flow-and-capex-discipline 2026-10-04 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Amazon’s $17.5 Billion AI Loan Tests AWS Cash Flow and Capex Discipline https://www.valueinvestinghub.com/insights/spacexs-75-billion-ipo-turns-a-cash-flow-puzzle-into-a-public-market-test 2026-10-15 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png SpaceX’s $75 Billion IPO Turns a Cash-Flow Puzzle Into a Public-Market Test https://www.valueinvestinghub.com/insights/unitedhealths-medicare-advantage-reset-signals-a-new-era-for-health-insurers 2026-10-10 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png UnitedHealth’s Medicare Advantage Reset Signals a New Era for Health Insurers https://www.valueinvestinghub.com/insights/devon-energys-8-billion-buyback-shows-how-shale-producers-are-responding-to-a-harder-market 2026-10-05 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Devon Energy’s $8 Billion Buyback Shows How Shale Producers Are Responding to a Harder Market https://www.valueinvestinghub.com/insights/apples-100-billion-buyback-signals-confidence-but-also-a-shift-in-priorities 2026-10-16 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Apple’s $100 Billion Buyback Signals Confidence — But Also a Shift in Priorities https://www.valueinvestinghub.com/insights/software-firms-launch-70b-buyback-wave-as-ai-fears-hit-the-sector 2026-10-13 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Software Firms Launch $70B Buyback Wave as AI Fears Hit the Sector https://www.valueinvestinghub.com/insights/corporate-layoffs-surge-in-2026-as-oracle-morgan-stanley-and-block-shift-toward-ai 2026-10-13 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Corporate Layoffs Surge in 2026 as Oracle, Morgan Stanley, and Block Shift Toward AI https://www.valueinvestinghub.com/insights/exxons-guyana-ramp-targets-115m-bpd-as-venezuela-risk-shifts 2026-10-13 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Exxon’s Guyana ramp targets 1.15M bpd as Venezuela risk shifts: why it matters for cash flow https://www.valueinvestinghub.com/insights/meta-keeps-dividend-steady-as-ai-capex-surges-what-the-payout-signals-about-discipline 2026-10-15 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Meta keeps dividend steady as AI capex surges: what the payout signals about discipline https://www.valueinvestinghub.com/insights/ionq-skywater-acquisition-vertical-integration-cpi-stock-move 2026-10-15 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png IonQ’s $1.8B SkyWater Deal Signals a Vertical Integration Bet as CPI Lifts Shares https://www.valueinvestinghub.com/insights/goldman-sees-160b-us-ipo-year-in-2026but-volatility-is-forcing-issuers-to-reprice 2026-10-14 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Goldman Sees $160B U.S. IPO Year in 2026—But Volatility Is Forcing Issuers to Reprice https://www.valueinvestinghub.com/insights/earnings-straddle-strategy-2026-volatility 2026-10-13 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Earnings Volatility Makes Options Straddles Unusually Profitable in 2026 https://www.valueinvestinghub.com/insights/alphabets-20b-bond-sale-is-a-window-into-the-ai-capex-era 2026-10-07 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Alphabet’s $20B Bond Sale Is a Window Into the AI Capex Era https://www.valueinvestinghub.com/insights/medtronic-hit-with-382m-antitrust-verdict-why-contracting-tactics-matter-more-than-the-fine 2026-10-12 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Medtronic hit with $382M antitrust verdict: why contracting tactics matter more than the fine https://www.valueinvestinghub.com/insights/amazons-200b-capex-bet-aws-turns-more-capital-intensive-as-ai-demand-surges 2026-10-07 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Amazon’s $200B Capex Bet: AWS Turns More Capital-Intensive as AI Demand Surges https://www.valueinvestinghub.com/insights/dojs-google-cross-appeal-the-fight-is-no-longer-just-did-google-win-but-what-does-a-win-even-mean 2026-10-12 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png DOJ’s Google cross-appeal: the fight is no longer just “did Google win,” but “what does a win even mean? https://www.valueinvestinghub.com/insights/fed-holds-rates-steady-at-350375-as-dissenters-push-for-a-cutwhat-it-means-for-corporate-finance 2026-10-14 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Fed holds rates steady at 3.50%–3.75% as dissenters push for a cut—what it means for corporate finance https://www.valueinvestinghub.com/insights/shell-keeps-buybacks-rolling-despite-profit-misswhat-it-signals-about-cash-flow-confidence 2026-10-07 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Shell keeps buybacks rolling despite profit miss—what it signals about cash-flow confidence https://www.valueinvestinghub.com/insights/paypal-value-opportunity-or-value-trap 2026-10-12 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png PayPal: Value Opportunity or Value Trap? The Economics Behind the TPV https://www.valueinvestinghub.com/insights/devon-energy-and-coterra-energy 2026-10-15 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Devon to Merge With Coterra in $58B All-Stock Deal, Pledging $5B+ Buybacks and a Higher Dividend https://www.valueinvestinghub.com/insights/express-scripts-ftc-settlement-pbm-rebates-insulin 2026-10-13 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png FTC-Express Scripts Settlement Targets PBM Rebates as Insulin Pricing Scrutiny Widens https://www.valueinvestinghub.com/insights/occidental-sells-oxychem-to-berkshire-a-deal-thats-really-about-debt-not-chemicals 2026-10-13 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Occidental sells OxyChem to Berkshire: a deal that’s really about debt, not chemicals https://www.valueinvestinghub.com/insights/lululemon-10k-analysis-2024 2026-10-16 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Lululemon 10K Analysis 2024 https://www.valueinvestinghub.com/insights/fox-stock-foxa-analysis-cash-flow-strength-sports-rights-risk-and-what-fair-value-looks-like 2026-10-16 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png FOX Stock (FOXA) Analysis: Cash Flow Strength, Sports Rights Risk, and What Fair Value Looks Like https://www.valueinvestinghub.com/insights/metas-manus-deal-buying-time-in-the-ai-agent-race 2026-10-07 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Meta’s Manus deal: buying time in the AI “agent” race https://www.valueinvestinghub.com/insights/bldr-the-quiet-strategy-hidden-inside-a-loud-housing-cycle 2026-10-13 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png BLDR: The quiet strategy hidden inside a loud housing cycle https://www.valueinvestinghub.com/insights/three-buybacks-Ally-GEVernova-Lockheed-in-late-2025 2026-10-06 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Three buybacks, three different constraints: Ally, GE Vernova, and Lockheed in late 2025 https://www.valueinvestinghub.com/insights/Slug kroger-2-billion-buyback-quiet-vote-of-confidence 2026-10-15 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Kroger’s $2 Billion Buyback Add-On Is a Quiet Vote of Confidence—And a Loud Statement of Priorities https://www.valueinvestinghub.com/insights/nvidias-intel-investment-clears-regulatory-review 2026-10-16 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png When the Green Light Matters More Than the Deal: Nvidia's Intel Investment Clears Regulatory Review https://www.valueinvestinghub.com/insights/servicenow-armis-acquisition-cybersecurity-strategy 2026-10-07 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png ServiceNow’s Armis Deal: Buying Security — and Accepting a Different Kind of Risk https://www.valueinvestinghub.com/insights/kraft-heinz-hires-a-breakup-ceo-and-thats-the-whole-point 2026-10-16 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Kraft Heinz hires a “breakup CEO” — and that’s the whole point https://www.valueinvestinghub.com/insights/warner-bros-netflix-paramount-value-investing-streaming-deal 2026-10-07 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Warner Bros., Netflix, and Paramount: What One Decision Reveals About Value in the Streaming Era https://www.valueinvestinghub.com/insights/overlooked-value-sectors-2025 2026-10-16 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png When Growth Dominates the Headlines: Quiet Opportunities in Overlooked Value Sectors https://www.valueinvestinghub.com/insights/scion-asset-management-burry-blank-slate-13f-analysis 2026-10-10 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Burry’s Blank Slate: Why Scion Sold Everything and Rebuilt Its Portfolio From Scratch https://www.valueinvestinghub.com/insights/berkshire-buffett-google-value-investing-analysis 2026-10-12 weekly 0.5 https://www.valueinvestinghub.com/icons/icon-512x512.png Why Berkshire’s Quiet Bet on Google Says More About Buffett’s Discipline Than Tech Hype