Joined November 2025
135 Photos and videos
Roku is exploring a sale, and the real prize isn't the device maker itself, it's access to 100 million households' viewing data. What that reveals about streaming's future. #Streaming #MediaDeals #TheEquilibrium theequilibrium.global/articl…
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AES shareholders are fighting a $33.4B sale to BlackRock-led consortium. The battle raises a bigger question: who should control America's power grid? #Infrastructure #PrivateEquity #TheEquilibrium theequilibrium.global/articl…
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Flutter Entertainment is ditching its London listing for New York. It's the latest in a growing exodus from the City. London's losing ground as a financial hub. #CapitalMarkets #FinancialCenters #TheEquilibrium theequilibrium.global/articl…
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AI is forcing a massive reckoning on electricity. Cypress Creek just raised $3.5B for a 2.45 GW Arkansas solar project, betting data centers will overwhelm the grid. The shortage is already here. #AI #Energy #TheEquilibrium theequilibrium.global/articl…
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Nike is betting the World Cup can fix what two years of turnaround hasn't: share prices down 30%, sales still falling. Can soccer's biggest stage revive a brand that lost its edge? #Nike #WorldCup #TheEquilibrium theequilibrium.global/articl…
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Mountain Valley Pipeline clears major court hurdle for its $524M Southgate extension. Federal appeals court refused to block water permits, keeping construction on track for 2028 startup. #Infrastructure #EnergyPolicy #TheEquilibrium theequilibrium.global/articl…
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The SEC unanimously voted to scrap the 'order protection rule' that requires brokers to get you the best stock price. The agency says it creates more costs than benefits. What could this mean for retail investors? #TheEquilibrium theequilibrium.global/articl…
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Grupo Mexico and Wabtec are bidding to control Argentina's grain railroads. The stakes: whoever wins will manage the logistics for millions of tons of the world's agricultural exports. #Argentina #SupplyChains #TheEquilibrium theequilibrium.global/articl…
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Oracle just won a massive contract to consolidate HR systems across the entire US federal government. One cloud platform for 2.3 million workers. What could go right? #FederalTech #OracleCloud #TheEquilibrium theequilibrium.global/articl…
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The DOJ is subpoenaing JPMorgan Chase, Bank of America, and Wells Fargo over account closures. The question: are banks shutting down customers for political reasons rather than financial risk? #Banking #Debanking #TheEquilibrium theequilibrium.global/articl…
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Uber is suing NYC over a law requiring 'just cause' to fire drivers. The company warns it threatens passenger safety. The city argues drivers need labor protections. A core tension: platform power vs. worker rights. #Gig #TheEquilibrium theequilibrium.global/articl…
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Target shareholders rejected splitting the CEO and board chair roles, keeping Brian Cornell in charge of oversight despite the retailer losing roughly half its market value to Walmart and Amazon. #CorporateGovernance #Retail #TheEquilibrium theequilibrium.global/articl…
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The UK is scrutinizing eBay's $1.2 billion Depop deal. Regulators worry the secondhand fashion app's acquisition could harm competition in the resale market. #Antitrust #ECommerce #TheEquilibrium theequilibrium.global/articl…
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ITA Airways has 16 planes grounded due to Pratt & Whitney engine defects. The Italian carrier's CEO says a lawsuit decision is coming within weeks. Nearly 1 in 5 of its fleet is sidelined. #Airlines #Manufacturing #TheEquilibrium theequilibrium.global/articl…
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Saks Global emerges from bankruptcy after shedding half its stores and $3.4B in debt. The luxury retailer's shareholders are wiped out, but lenders now control what's left of the company after its failed Neiman Marcus #TheEquilibrium theequilibrium.global/articl…
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Western Asset Management settled SEC charges over a cherry-picking scheme for $100 million without admitting wrongdoing. The bond giant called it a 'business decision.' What that phrase really means. #AssetManagement #TheEquilibrium theequilibrium.global/articl…
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Shield AI just raised $3.2B at a $12.7B valuation. Its flagship drone has crashed 50 times in 18 months and severed fingers in two separate incidents. How does this company command such confidence from JPMorgan? #Drones #TheEquilibrium theequilibrium.global/articl…
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Morgan & Morgan, the largest U.S. personal injury law firm, is exploring a $1B private equity deal that could eventually lead to a public listing. A potential watershed moment for who controls the legal industry. #TheEquilibrium theequilibrium.global/articl…
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A flesh-eating parasite hasn't been seen in the US since 1966. It just showed up in Texas. With the cattle herd at a 75-year low, losses could hit $1.8 billion. #Livestock #Inflation #TheEquilibrium theequilibrium.global/articl…
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Embraer's E2 regional jet just hit 500 orders, with aircraft lessor Azorra committing $500M more. The milestone shows smaller, fuel-efficient planes are winning over wide-bodies. #Aviation #AerospaceDefense #TheEquilibrium theequilibrium.global/articl…
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