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AT&T CEO takes a swipe at new rival Netflix and calls it the 'Walmart' of video streaming https://www.cnbc.com/2018/09/12/att-ceo-randall-stephenson-if-netflix-is-walmart-hbo-is-tiffany.html Sep 12, 2018 - AT&T executives have privately said AT&T's new acquisition HBO will need to get bigger and broader in order to build subscriber base.
Apple Expected To Go Big (Wall Street Breakfast Podcast) https://seekingalpha.com/article/4205726-apple-expected-go-big-wall-street-breakfast-podcast?source=feed_all_articles Sep 12, 2018 - Apple is expected to go big with its new phones at the fall launch event.Canada is open to opening its dairy market to US farmers.Tech companies are in regulators' sights on both sides of the Atlantic
Wall Street Breakfast: Big Display At Apple Product Event https://seekingalpha.com/article/4205707-wall-street-breakfast-big-display-apple-product-event?source=feed_tag_wall_st_breakfast Sep 12, 2018 - Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on iTunes, Stitcher and SoundCloud (click the highlighted links). Apple is expected to unveil its biggest and
Ericsson Inks $3.5B Deal With T-Mobile for 5G Deployment http://www.zacks.com/stock/news/322651/ericsson-inks-%2435b-deal-with-t-mobile-for-5g-deployment?cid=CS-ZC-FT-322651 Sep 12, 2018 - Ericsson (ERIC) has collaborated with T-Mobile for the latter's accelerated 5G deployments in the United States.
After-hours buzz: S, GILD & more https://www.cnbc.com/2018/09/11/stocks-making-the-biggest-moves-after-hours-sprint-gilead-and-more.html Sep 11, 2018 - See which stocks are posting big moves after the bell.
Merger Arbitrage In One Place (Part 2) https://seekingalpha.com/article/4205503-merger-arbitrage-one-place-part-2?source=feed_all_articles Sep 11, 2018 - Second batch of tracked merger arbitrage cases. Spreads on large-caps driven mostly by antitrust concerns. Two microcap M&A cases with shareholder votes in September.
The top tech dealmaker at T. Rowe Price explains why he's betting on 'start-up in a box' PagerDuty https://www.cnbc.com/2018/09/06/t-rowe-henry-ellenbogen-on-90-million-pagerduty-round.html Sep 06, 2018 - T. Rowe Price has been investing in tech start-ups for a dozen years and is adding to its portfolio with a stake in software developer PagerDuty.
Tracking Stephen Mandel's Lone Pine Capital Portfolio - Q2 2018 Update https://seekingalpha.com/article/4203824-tracking-stephen-mandels-lone-pine-capital-portfolio-q2-2018-update?source=feed_all_articles Sep 04, 2018 - Stephen Mandel’s 13F portfolio value decreased ~4% from $19.74B to $18.91B. The number of positions decreased from 30 to 28.Lone Pine Capital decreased Adobe Systems and Facebook, while dropping Black
Wall Street Breakfast: Last Push For Trilateral NAFTA https://seekingalpha.com/article/4203351-wall-street-breakfast-last-push-trilateral-nafta?source=feed_tag_wall_st_breakfast Aug 31, 2018 - Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on iTunes, Stitcher and SoundCloud (click the highlighted links). A deadline today set by President Trump loo
Some Mergers Are Shareholder Friendly This Year https://seekingalpha.com/article/4202941-mergers-shareholder-friendly-year?source=feed_tag_editors_picks Aug 30, 2018 - This year is expected to be one of the top five M&A years in history.Both in terms of activity and success rate, 2018 merger and acquisition performance is a historical stand out.Positive stock perfor

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