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Michael Piccolo
  • Michael Piccolo

Daily Recap: MSGS, EBAY/ETSY, WEN, MKTW, WBD/NFLX, SSTK/GETY, HST, HIM...

eBay Inc. (EBAY - $82.18) and Etsy, Inc. (ETSY - $44.05)Announces $1.2 Billion All-Cash Acquisition of Depop; Expected Close 2Q'2026. EBAY and ETSY jointly announced they have entered into a definitive agreement under which EBAY will acquire Depop, a leading C2C fashion marketplace with deep re-com

Antoine Chkaiban ... (+2)
  • Antoine Chkaiban
  • Pierre FerraguÊ

OpenAI swiftly and openly snags OpenClaw’s star: Initial thoughts on t...

Dear all, OpenAI acquired Peter Steinberger, the Austrian creator of the viral open-source AI agent framework OpenClaw. Click on the link below for key facts and our take. Pierre.

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines | Memory, GFS, TSEM

One of the questions that we've continuously encountered (understandably) is where are we in the AI adoption and investment timeline (e.g. when will slowing investment trends become a headwind). While history is never a perfect determinant of future results (and recent economic data in particular m

Carole Braudeau
  • Carole Braudeau

Credit Morning 02/13/2026

Ubisoft: Q3 net bookings slightly above target, FY25-26 guidance is confirmed|Sales stabilizing but margin still under pressure|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 13/02/2026

Ubisoft : net bookings au T3 légèrement supérieurs à l’objectif, guidance FY25-26 confirmée|Sales stabilizing but margin still under pressure|

Michael Piccolo
  • Michael Piccolo

Daily Recap: TRIP, WBD/NFLX, TPH/1911, 6201, EA, KCO/WS, UBI, AAV, OS,...

Warner Bros. Discovery, Inc. (WBD - $28.11) and Netfilx Inc. (NFLX - $75.86)News Reports Paramount Enlists Top Shareholder in Push to De-Rail Pending Merger.Paramount (PSKY) is in discussions to nominate Matt Halbower, CEO of Pentwater Capital Management, to WBD's board as part of a proxy fight aim

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