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Claire Yubin Oh
Posts
How much does oil matter for inflation anyway?
Energy is only about 6% of the Consumer Price Index, but that’s not the full picture.
Jefferies rises after report of potential takeover from Japan’s SMFG
Whilst the potential move is not imminent, SMFG has assembled a small team to act if a continued drop in Jefferies’ share price creates an…
Synopsys rises on WSJ report of Elliott’s new multibillion-dollar stake
Activist hedge fund Elliott reportedly has a new target: software giant Synopsys.
FedEx jumps after boosting full-year profit forecast
The company raised its revenue growth forecast, to be between 6% and 6.5% year-over-year, from 5-6% previously and topping analyst estimates of 5.9%.Source: Sherwood News.
Small Danish company Trustpilot has become a surprise AI winner
Trustpilot’s profits jumped nearly threefold in 2025, thanks to AI chatbots eager to cite its website in their responses.Source: Sherwood News.
Nebius drops after announcing that it aims to raise $3.75 billion in a convertible loan offering
The company will offer the debt in two series, the first batch worth $2 billion and due March 15, 2031, followed by a $1.75 billion…
Amazon introduces one- and three-hour delivery options in hundreds of new towns and cities
One-hour delivery will be serviced in “hundreds of cities and towns” in the US, and three-hour options will be offered in “over 2,000 cities and…
Universal Studios is giving theaters a longer minimum exclusive run
Universal will now guarantee a minimum of five weekends before a movie hits home screens — which might help theater companies like AMC finally get…
Micron rises after closing acquisition of PSMC’s Tongluo P5 site, plans to nearly double cleanroom manufacturing space
The Tongluo site, as a whole, is expected to meaningfully support Micron’s shipments starting fiscal 2028.Source: Sherwood News.
Klarna jumps after filing reveals that chairman Michael Moritz bought ~$50 million in stock
Per the buy now, pay later giant’s regulatory filings reported late on Thursday, Moritz purchased over 3.47 million shares between March 3 and 11 through…
