MacroHint

MacroHint

Datadog and Palo Alto Are Going Shopping—And They’re Not Bargain Hunting

This article is proudly sponsored by Texas Student Media! Datadog and Palo Alto Are Going Shopping—And They’re Not Bargain Hunting When $1 billion is your warm-up act, you know tech M&A is back in heat. In two separate but equally spicy headlines, two cybersecurity powerhouses are reportedly preparing to go on major spending sprees: Datadog (NASDAQ: […]

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Buffett Says “Nope” to Railroad Merger Rumors—But the Tracks Are Still Getting Hot

This article is proudly sponsored by Lake Region State College! Buffett Says “Nope” to Railroad Merger Rumors—But the Tracks Are Still Getting Hot Warren Buffett isn’t buying a railroad this week. But someone probably is. In classic Buffett fashion, the Oracle of Omaha stepped in this morning to pour cold water on the latest round of

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Labcorp Just Bought CHS’s Lab Biz for $195 Million—And It Might Be the Best Divorce of the Year

This article is proudly sponsored by Lake Region State College! Labcorp Just Bought CHS’s Lab Biz for $195 Million—And It Might Be the Best Divorce of the Year Because nothing says “we need space” like handing over 13 states’ worth of lab operations for cold, hard cash. On July 22, 2025, Community Health Systems (NYSE: CYH)

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Jamie Dimon Once Called Bitcoin a Fraud. Now JPMorgan Might Lend Against It

This article is proudly sponsored by Texas Student Media! Jamie Dimon Once Called Bitcoin a Fraud. Now JPMorgan Might Lend Against It From “worthless” to “we’ll take it as collateral” in just eight short years. In a plot twist worthy of its own NFT collection, JPMorgan (NYSE: JPM) is reportedly preparing to offer crypto-backed loans—letting clients

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Inside Heard Capital’s High-Conviction Portfolio: The 10 Stocks William Heard Is Betting Big On

This article is sponsored by College Readiness Consulting! Inside Heard Capital’s High-Conviction Portfolio: The 10 Stocks William Heard Is Betting Big On Some hedge funds chase hype. Others compound capital based on fundamentals and focus on the bottom-up. Heard Capital is firmly in the second camp. William Heard’s most recently filed Q1 2025 13F reveals

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Why Dover (DOV) Is a Top Industrial Stock to Buy for a Gradual Fed Rate Cut Cycle

This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Why Dover (DOV) Is a Top Industrial Stock to Buy for a Gradual Fed Rate Cut Cycle As the Federal Reserve slowly begins preparing to shift into a rate-cutting cycle—likely gradual, data-dependent, and carefully telegraphed, so could be delayed given that all of

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Why Maverick Capital Just Bought Merit Medical (MMSI): A Hidden Winner for 2026 Rate Cuts

This article is proudly sponsored by Lake Region State College! Why Maverick Capital Just Bought Merit Medical (MMSI): A Hidden Winner for 2026 Rate Cuts When Lee Ainslie’s Maverick Capital—a $7B+ long/short hedge fund known for sharp fundamental bets— initiated a brand-new position in Merit Medical Systems (NASDAQ: MMSI) during Q1 2025, it personally raised more

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Why UnitedHealth Is Still More Likely Than Not to Close the Amedisys Deal

This article is sponsored by College Readiness Consulting! Why UnitedHealth Is Still More Likely Than Not to Close the Amedisys Deal Amedisys (NASDAQ: AMED) investors are panicking again. A proposed 6.4% Medicare cut for 2026. A DOJ lawsuit. And headlines hinting that UnitedHealth (NYSE: UNH) might walk. But here’s my view: This deal is still

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Eastman Chemical (EMN) Is a Sneaky-Good Rate Cut Play — Here’s Why

This article is proudly sponsored by Lake Region State College! Eastman Chemical (EMN) Is a Sneaky-Good Rate Cut Play — Here’s Why As Wall Street plays musical chairs with every whisper from Jerome Powell, smart investors are scanning for more than just the usual suspects in a rate-cut environment. Everyone’s talking about banks, REITs, and tech.

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