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Luke Kawa
Posts
AMC gains amid report on efforts to refinance $2.5 billion in debt
Bloomberg reports that the theater chain is marketing a $750 million term loan and seeking $1.73 billion in secured debt, citing a person with knowledge…
ServiceNow CEO steps up with $3 million stock purchase announcement as executives cancel stock-selling plans
A vote of confidence from the C-suite.
Fund managers fretting over Corporate America’s “overinvestment” are only worried about one thing
Being concerned about “overinvestment” is really a very narrow statement about worries over hyperscalers’ ROI.
Safety is the only thing that’s worked in the stock market
For the better part of the last three years, AI has been the jet fuel propelling the stock market to ever-greater heights. 2026… not so…