Browsing Tag
Goldman Sachs
162 posts
SpaceX (SPCX) targets $1.75tn in record IPO, but Morningstar pegs fair value at $780bn
SpaceX set a fixed $135/share for a record $75B IPO at a $1.75T valuation, but Morningstar pegs fair value at $780B. ARK says $2.5T by 2030. The valuation gap is huge.
Why is Elliott’s stake in Northern Star Resources (NST) now a major ASX gold sector signal?
Elliott’s A$1bn Northern Star stake puts ASX under pressure. The real question is whether governance, operations or M&A moves first.
Tega Industries completes $1.5bn Molycop acquisition with Apollo Funds as TEGA scales global mining consumables platform
Tega now controls Molycop, but the USD 1.5bn deal’s real test is integration. Read how TEGA could reshape mining consumables.
Alphabet to raise $80bn for AI as Berkshire Hathaway anchors the deal with a $10bn bet
Alphabet is raising $80B in equity for AI, anchored by a $10B Berkshire Hathaway bet. Even with $174B in cash flow, the AI buildout now needs outside capital.
Project Lightwell: IBM and Red Hat build a clearinghouse to patch open source at scale
IBM and Red Hat are wagering $5 billion that open source security is a subscription business. What Project Lightwell means for the supply chain, inside.
Sensata Technologies downgraded to equal weight by Barclays after ST nearly doubles in a year
Barclays cut Sensata Technologies to equal weight after ST nearly doubled in a year, even as it raised the target to $53. The turnaround now looks priced in.
GoodRx Companion takes on Amazon Pharmacy with $14.99 generics-plus-telehealth bundle
GoodRx launches Companion at $14.99 monthly with 200 free generics and $19 telehealth visits, pushing past coupons toward recurring revenue and bundled care. Read more.
Naturgy (NTGY) stock near 52-week high as CVC sells full 13.8% stake through Goldman Sachs
CVC has exited Naturgy with a €4B stake sale. See why Spain’s utility ownership map may now become more active.
Can Warner Bros. Discovery’s $10bn loan package calm debt concerns before the Paramount merger?
Warner Bros. Discovery’s $10B loan package exposes the debt test behind the Paramount merger. Read why media consolidation is getting harder.
Paytm block deal puts #PAYTM in focus as institutional buyers absorb Elevation Capital stake sale
Paytm saw a ₹964 crore block deal as Elevation Capital trimmed stake. Find out what this means for #PAYTM investors today!