Icahn Gets His Way

Icahn Gets His Way

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Opportunities in Europe’s “Digital Sovereignty”?

There’s no big headline to point to here, but several small data points and policy decisions all point to one thing: Europe wants to build its own digital infrastructure. That could have profound implications for the mega tech companies in the US, but it could also mean opportuni ...  Show more

Another Semiconductor Stock Is Headed to the S&P 500

The S&P 500 index is removing Pool Corp and Campbell Soup Company from the index and replacing them with Marvell Technology and Flex. Jon, Matt, and Rachel explain what these two new companies do as well as weigh in on whether they could be hidden gems. After this, the team dives ...  Show more

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