ServiceNow Inc. (NASDAQ: NOW) is in advanced discussions to acquire cybersecurity startup Armis in a transaction that could value the company at as much as $7 billion, according to people familiar with the matter.The talks are said to be in late stages, and an announcement could come within days, though the discussions remain private and may still fall apart or attract competing bidders. ServiceNow declined to comment on the reported negotiations, while Armis did not immediately respond to...
I’ll take “Crypto Pardons” for $500 please… Do “Hit the Quan” Kwon, the once–boy genius of crypto Twitter, Stanford grad, and spiritual leader of the “trust the algorithm” crowd… has been sentenced to 15 years in federal prison for lighting roughly $40 billion on fire and then acting confused when people noticed. The judge didn’t mince words, calling it a “fraud of epic, generational scale,” which is a...
Well, it’s not very often that giving Jensen Huang and Nvidia the middle finger gets you investors climbing over each other to buy your stock… but that’s exactly what just happened. Shares of Rivian exploded nearly 18% after the company held its first-ever Autonomy & AI Day and said the three magic words shareholders never thought they’d have the balls to say. Custom chip. AI. Software. Suddenly, the same stock that was flirting with the teens is back ne...
Hey there, player. Today we’ve got weed investors getting high on three magic words from POTUS, option traders waking up ghosts from 1979, and inflation getting ignored in aisle 17. If you stick around for the whole ride, give yourself a pat on the back… that’s 2 minutes of focus most couldn’t muster on their best day. Stay rowdy (within reason), -Will Separation of Weed and State You know, I never took you as a stoner, Donald… Well, if you&r...
Well, it’s not very often that giving Jensen Huang and Nvidia the middle finger gets you investors climbing over each other to buy your stock… but that’s exactly what just happened. Shares of Rivian exploded nearly 18% after the company held its first-ever Autonomy & AI Day and said the three magic words shareholders never thought they’d have the balls to say. Custom chip. AI. Software. Suddenly, the same stock that was flirting with the teens is back ne...
Hey there, player. Today we’ve got weed investors getting high on three magic words from POTUS, option traders waking up ghosts from 1979, and inflation getting ignored in aisle 17. If you stick around for the whole ride, give yourself a pat on the back… that’s 2 minutes of focus most couldn’t muster on their best day. Stay rowdy (within reason), -Will Separation of Weed and State You know, I never took you as a stoner, Donald… Well, if you&r...
Hey there, player. Today we’re serving Jensen weaseling the White House into handing him the keys to China’s piggy bank, David Ellison launching a full-blown hostile takeover for Warner Bros (with Daddy’s money), and Donnie lighting farmer’s crops on fire… to then show up with government bailout checks. If you stick around for the whole ride, give yourself a pat on the back… that’s 2 minutes of focus most couldn’t muster on their best day....
Bob Iger has that dog in him… Disney (+1.2%) just hit us all with a “never let them know your next move” type beat: a $1 billion equity investment in OpenAI, effectively handing Mickey Mouse the keys to the entire generative content universe. As part of the deal, OpenAI’s Sora users will soon be able to generate videos featuring Mickey, Ariel, Cinderella, Iron Man, Darth Vader, probably even that weirdly jacked version of Goofy that lives in the meme economy....
Google Play consumers are finally nearing their chance to receive payments from the $700 million settlement Google agreed to in 2023, resolving antitrust complaints brought by 53 states and U.S. territories along with a nationwide class of consumers. State attorneys general in New York and California confirmed this week that claim notices are now going out, with the first wave delivered last week. The settlement covers a seven-year period of Google Play purchases, from August 2016 through Sep...
Hey there, player. Today we’ve got Elon testing the waters for a trillion-dollar IPO, Cracker Barrel committing another hate crime, and teachers giving Congress a hard F for their blockchain pension experiments. If you stick around for the whole ride, give yourself a pat on the back… that’s 2 minutes of focus most couldn’t muster on their best day. Stay rowdy (within reason), -Will Initial Planet Offering Elon a decade ago: “I’m going to bu...
“Yeah, so Rich Dad Poor Dad told me to load my bags in 2020 due to a global supply crunch… Did I mention I also bought Nvidia early?” If your uncle wouldn’t shut up about gold at Thanksgiving while your “internet money” was getting smoked, wait until silver hits the Christmas dinner conversation. Silver just ripped past $60 an ounce for the first time ever and is having its best year since 1979… the last time inflation ran wild and investors...
“Not all heroes wear capes” - me everytime I see the samplers out at Costco… If you ever want to know how the U.S. consumer is actually doing, forget CPI, PCE, or whatever spreadsheet Jerome Powell is squinting at this week. Just check the Costco parking lot on a Saturday. And shocker, it’s still a friggin’ zoo. (Source: Giphy) In short, Costco just cleared Wall Street’s bar with room to spare, posting solid top- and bottom-line...
You know, I never took you as a stoner, Donald… Well, if you’ve been bagholding weed stocks, do a little fistbump for your holdings only being down -80% instead of -90%. Cannabis stocks got high as a kite after reports surfaced that Trump is getting ready to do the unthinkable: stop treating weed like it’s heroin’s deadbeat cousin who lives under the bridge. Tilray ripped +33%. Canopy Growth caught a +20% buzz. Even the weed ETF (CNBS) jumped nearly 19% in a...
Literally Costco right now… (Source: Tenor) Calvin McDonald, CEO of every Asian’s worst pronunciation nightmare (read: Lululemon), is officially getting booted. The man announced he’s peacing out January 31st, and LULU shareholders responded like they’d been released from a three-year hostage situation… shares ripped nearly 11% in the premarket this morning. (Source: CNBC) Of course, this was a long time coming. When your founder bu...
Hey there, player. Today we’ve got Mickey Mouse burying the hatchet with Sam Altman, Larry Ellison running a cloud-growth romance scam on shareholders, and Trump comparing sizes with Jerome Powell. If you stick around for the whole ride, give yourself a pat on the back… that’s 2 minutes of focus most couldn’t muster on their best day. Stay rowdy (within reason), -Will Altman Gets the Castle Keys Bob Iger has that dog in him… Disney (+1.2%) ju...
Mars, Incorporated has officially completed its acquisition of Kellanova, bringing iconic global snack brands such as Pringles®, Cheez-It®, Pop-Tarts®, Rice Krispies Treats®, RXBAR®, and Kellogg’s® international cereal brands into the Mars portfolio. The deal unites two companies with more than a century of brand-building and category innovation, marking a major expansion in Mars’ global snacking footprint. Andrew Clarke, Global President of Mars Snacking,...
Bob Iger has that dog in him… Disney (+1.2%) just hit us all with a “never let them know your next move” type beat: a $1 billion equity investment in OpenAI, effectively handing Mickey Mouse the keys to the entire generative content universe. As part of the deal, OpenAI’s Sora users will soon be able to generate videos featuring Mickey, Ariel, Cinderella, Iron Man, Darth Vader, probably even that weirdly jacked version of Goofy that lives in the meme economy....
“I didn’t choose the Diet Coke life… the Diet Coke life chose me” - Literally me every day lol Big news for America’s obesity drink of choice, Coca-Cola is officially changing CEOs. The throne is moving from James Quincey to Henrique Braun in 2026… and despite the insufferable brand-loyalists who are panic sweating the change up, it definitely checks out. (Source: Giphy) For instance, Quincey’s been running the show...
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