Activist Jana Partners Takes Stake in Casella Waste, Pushes for Higher Margins
Jana Partners has built a position in Casella Waste and is pressing the company to lift margins to 27% EBITDA by 2029 amid lagging share performance.
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Legendary Submits Takeover Offer for Lionsgate Studios
Apollo-backed Legendary Entertainment has revived talks and submitted a formal offer to acquire Lionsgate Studios, sending shares sharply higher.
Activist Starboard Targets Honeywell Spin-Off Solstice, Pushes Sharper Focus and Overhead Cuts
Starboard Value builds stake in Solstice Advanced Materials, urging focus on refrigerants and nuclear businesses plus $100M overhead cuts.
Hertz Shares Surge After Oro Mobility Secures $80 Million Investment
Oro Mobility raises $80 million from strategic investors to scale its fleet platform across rideshare, driver-led, and autonomous mobility while Hertz retains majority ownership.
Salesforce to Acquire Braze for $5.66 Billion in Cash Deal
Salesforce will acquire Braze for $5.66 billion. Shareholders get $47.50 per share, a 58% premium. Deal expected to close in FY 2028.
Wells Fargo Upgrades Venture Global to Overweight on AI Data Center Execution Confidence
Wells Fargo upgraded Venture Global to Overweight and raised its target to $21 on improved confidence in at least 2 GW of AI data center projects.