The pharma giant may be heading for a new era of growth.A few years ago, Pfizer (PFE 0.37%) saw revenue soar to record heights thanks to coronavirus-related sales, from its vaccine Comirnaty and its treatment Paxlovid. On top of this, the company's blockbuster drugs in other treatment areas were going strong. But in recent times, this pharma giant has been going through something of a transition.In later stages of the pandemic, sales of coronavirus products flagged. To add to this bad news, investors focuse ...

here. Veto Sperudo is here. Veto, good to have you on.Really appreciate you joining us. Thank you very much. >> Thank you for having me.I think I'm going to bring you out to like hype me up like that every time. >> That was good, right. Let's get ready to rumble.But you would note that unfortunately I've got to temper those numbers a little bit because those numbers are for the big big deals. Are deals under a billion dollars getting any traction. >> Yeah, I mean as you noted, deals over five billion are up ...

I I'd like to pick up again on your thread here about housing. I I mean the ITB down about 5% in a week. >> Yeah.>> So maybe we're not quite there for this reignition point because of rates or or otherwise, but you also bought something else in the space. >> Yeah. QXO.>> And why. >> It's it's a well because >> used to be called Beacon. Yeah.>> Something. >> Why can I not remember. Beacon building something.>> Silver technologies. >> Okay. But it's >> so it they bought Beacon. They bought they bought Beacon ...

Group 1 - The stock market is experiencing significant growth in 2025, marked by increased dealmaking activity, particularly in acquisitions rather than large-cap mergers [1] - The article highlights the importance of technology companies and the evolving themes within the industry, as observed by Gary Alexander, who has extensive experience in both Wall Street and Silicon Valley [1] Group 2 - Gary Alexander has been a contributor to Seeking Alpha since 2017, providing insights and analysis on technology trends and startups [1]

If you look at Apple, they're missing this F1 race that's happening in AI with the rise of big tech and cookies and shoes on a park bench. Why is perplexity different. Perplexity is ultimately the algorithms, the model, the developers, the technology that would give Apple a huge leap to where they are today because the reality is better chance me and Ryder Cup back in September then Apple developing AI internally and I'm Jeremy Cowen is great at this formerly with Bloomberg London.So Dan if they buy perplex ...

Core Insights - Teledyne Technologies' President and CEO George C. Bobb III sold 6,735 shares for $3.7 million on July 30, 2025, while simultaneously acquiring the same number of shares through options, resulting in no net change to his total holdings [1][3]. Transaction Summary - The transaction involved the sale of 6,735 shares valued at $3.7 million, with a post-transaction holding of 10,391 shares worth approximately $5.7 million [2][4]. - The average share price for the transaction was $555.41, and the shares had appreciated by 30.25% over the past year [2][5]. Company Overview - Teledyne Technologies has a market capitalization of $25.54 billion, with a trailing twelve months (TTM) revenue of $5.77 billion and a net income of $829 million [7]. - The company has experienced a one-year price change of 30.25% as of July 30 [7]. Business Performance - Teledyne's shares have risen approximately 35% over the past year, driven by strong operational performance and strategic acquisitions [11]. - The company reported record sales and earnings per share (EPS) for the second quarter, with a 10% year-over-year revenue increase and a 17.5% rise in EPS [11]. - Aerospace and defense electronics, along with instrumentation, were the strongest segments, achieving sales growth of 36% and 10%, respectively [11]. Strategic Initiatives - Teledyne is actively pursuing acquisitions, including a $710 million purchase of aerospace and defense electronics businesses from Excelitas Technologies [12]. - The company has increased its share buyback program to $2 billion, replacing a previous program with $896 million remaining [12]. - Management raised its EPS guidance for 2025 to a range of $17.59 to $17.97, indicating a 3% growth at the midpoint [13].

RT a16z (@a16z)Innovation does more to keep Big Tech in check than regulation ever could.@balajis says billion-dollar acquisitions are a sign of Big Tech’s weakness. They show what incumbents couldn't build and fund startup piranhas to fill the gaps.Block the exits, and you shut down the next generation. ...

If whiz gets approved, I think every other large Mac7 company is going to see a green light in regards to making big splashy acquisitions again, which is a good thing. You look at Google, Microsoft, Amazon, and Meta combined. I mean, they're doing 600 billion of operating cash flow, just cash coming off the company every single year.And I think they would much rather make very strategic acquisitions than buy back 50 basis points of the. ...

Personally don’t think this is gonna happen and even if, I think people are blinded by the success of Pudgy Penguins and Moonbirds acquisitions. Most takeovers fail, it’s not per se bullish ...

Company Leadership & Strategy - Giovanni Ferrero became the sole leader of his family's candy maker in 2015 [1] - The company has expanded beyond well-known brands like Nutella [1] - Ferrero has built a global powerhouse, especially through acquisitions in the U S [1]