Markets
Venture
A SpaceX-Tesla merger would be the largest in history. The math is harder than the headline.
Markets
Berkshire Hathaway Agrees to Acquire Taylor Morrison for $6.8 Billion
Markets
Arm's Licensing Model Puts It in Line for a Royalty Windfall From Nvidia's RTX Spark
Markets
Berkshire Deploys Roughly $8 Billion Into Housing — A Meaningful Move That Still Leaves $389 Billion on the Sideline
The conglomerate's home-builder acquisition is the largest disclosed deal in years, but at 2% of its cash reserves, it raises as many questions about capital allocation as it answers.
More from Bureau Finance
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Berkshire's Homebuilder Position Draws Attention to Sector Valuation Gaps
Warren Buffett's firm has taken a stake in U.S. homebuilders, prompting analysts to revisit which names in the sector carry the strongest and weakest fundamentals.
Markets
Rate expectations are resetting investor risk appetite — and the recalibration is not finished
As Federal Reserve policy signals shift, investors are repricing growth equities, credit spreads, and private-market valuations in ways that may take quarters to fully resolve.
Banking
A24's 'Backrooms' Opens to $81 Million, Signaling a Stronger Box Office Backdrop for Entertainment Finance
The horror film's debut weekend suggests renewed consumer appetite for theatrical releases — a data point with implications for studio valuations, streaming negotiations, and exhibition-sector credit.
Markets
Private equity buyers test a tougher deal market
Rising financing costs and compressed exit multiples are forcing sponsors to rebuild acquisition models from scratch. The math that worked in 2021 rarely works now.
Venture
Big Tech Opposes California's Billionaire Tax While Remaining Deeply Dependent on Public Funding
The author of 'Cyberselfish' argues that Silicon Valley's foundational capital came from government investment — and that its wealthiest figures are now lobbying against the taxes that made them possible.
Markets
Akeso's Lung Cancer Drug Posts Survival Gains, Putting Pressure on Established Therapies
Trial data for ivonescimab suggest the bispecific antibody may outperform a leading checkpoint inhibitor in certain non-small cell lung cancer patients — a result with meaningful commercial implications.
Latest Finance Briefs
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Berkshire Deploys Roughly $8 Billion Into Housing — A Meaningful Move That Still Leaves $389 Billion on the Sideline
The conglomerate's home-builder acquisition is the largest disclosed deal in years, but at 2% of its cash reserves, it raises as many questions about capital allocation as it answers.
Markets
Markets
Big Tech's Power Hunger Points Toward an Unlikely Endgame: Owning the Grid
Data centers have made regulated utilities a growth business again. The next move — vertical integration through outright acquisition — remains underpriced by markets and underexamined by regulators.
Markets
Venture
A SpaceX-Tesla merger would be the largest in history. The math is harder than the headline.
Fortune's analysis puts a number on what combining Elon Musk's two flagship companies would mean financially — but valuation gaps, structural complexity, and regulatory exposure make any deal far from straightforward.
Venture
Markets
Berkshire Hathaway Agrees to Acquire Taylor Morrison for $6.8 Billion
Greg Abel's first major deal as Berkshire chief signals a strategic bet on the U.S. housing market — and a new chapter for the conglomerate's capital deployment.
Markets
Markets
Arm's Licensing Model Puts It in Line for a Royalty Windfall From Nvidia's RTX Spark
Nvidia's new AI PC chip runs on Arm architecture — and every unit sold could translate into royalty income for the British chip designer.
Markets
Venture
Blue Origin's Rocket Explosion Hands SpaceX a Monopoly on NASA's Moon Program — Just as an IPO Looms
A New Glenn failure knocks Blue Origin out of contention for Artemis III, leaving NASA with a single-vendor dependency on SpaceX at the precise moment Elon Musk is reportedly preparing to take the company public.
Venture
Markets
Options analysts warn a 'volatility spasm' could stress-test the nine-week equity rally
SpotGamma identifies a cluster of June catalysts — from Fed communications to options expiry cycles — that may amplify price swings and challenge the durability of the rebound from April lows.
Markets
Markets
Social Security's Actuaries May Be Overestimating Future Births — and That Makes a Shaky Forecast Shakier
If the Trustees' birth-rate assumptions are too optimistic, the program's long-run financing gap is wider than the official projections suggest.
Markets
Markets
Oil markets watch two pressure points: U.S.-Iran talks and a pause on the Russian price cap
Diplomatic signals from Tehran and a stall in Western enforcement of the Russian oil ceiling are creating competing forces on crude prices heading into June.
Markets
Markets
Berkshire's Homebuilder Position Draws Attention to Sector Valuation Gaps
Warren Buffett's firm has taken a stake in U.S. homebuilders, prompting analysts to revisit which names in the sector carry the strongest and weakest fundamentals.
Markets
Markets
Rate expectations are resetting investor risk appetite — and the recalibration is not finished
As Federal Reserve policy signals shift, investors are repricing growth equities, credit spreads, and private-market valuations in ways that may take quarters to fully resolve.
Markets
Banking
A24's 'Backrooms' Opens to $81 Million, Signaling a Stronger Box Office Backdrop for Entertainment Finance
The horror film's debut weekend suggests renewed consumer appetite for theatrical releases — a data point with implications for studio valuations, streaming negotiations, and exhibition-sector credit.
Banking
Markets
Private equity buyers test a tougher deal market
Rising financing costs and compressed exit multiples are forcing sponsors to rebuild acquisition models from scratch. The math that worked in 2021 rarely works now.
Markets
Venture
Big Tech Opposes California's Billionaire Tax While Remaining Deeply Dependent on Public Funding
The author of 'Cyberselfish' argues that Silicon Valley's foundational capital came from government investment — and that its wealthiest figures are now lobbying against the taxes that made them possible.
Venture
Markets
Akeso's Lung Cancer Drug Posts Survival Gains, Putting Pressure on Established Therapies
Trial data for ivonescimab suggest the bispecific antibody may outperform a leading checkpoint inhibitor in certain non-small cell lung cancer patients — a result with meaningful commercial implications.
Markets
Markets
America Is Losing the AI Productivity War to 3.5 Million Chinese STEM Graduates
Big Tech's structural missteps are eroding shareholder value and accelerating a talent crisis that China's engineering pipeline is positioned to exploit.
Markets