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Thesis Times

Saturday, June 6, 2026·15 stories

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Front page

Alternative Assets·Jun 3

Bill Ackman Eyes a Takeover Bid for Universal Music Group

Bill Ackman's Pershing Square is proposing to acquire $UMG outright, a move that could take the world's largest recorded music company private and close a years-long valuation gap since its 2021 Euronext listing.

UMG

Technology & Software·Jun 3

GitLab Cuts 14% of Workforce, Exits 22 Countries in Major Strategic Overhaul

Alternative Assets·Jun 3

Cliffwater Redemption Surge Drags Private Credit Stocks Down 4%-Plus

Biotech & Clinical Trials·Jun 2

Abivax Shares Crater 32% After Bowel Disease Drug Trial Disappoints

Markets & Economy·Mar 6

Jobs Report Shock: Payrolls Contract as Oil Surges, Dragging Stocks Lower

Technology & Software·Jun 3

GitLab Cuts 14% of Workforce, Exits 22 Countries in Major Strategic Overhaul

Alternative Assets·Jun 3

Cliffwater Redemption Surge Drags Private Credit Stocks Down 4%-Plus

Alternative Assets·Jun 3

Bill Ackman Eyes a Takeover Bid for Universal Music Group

Bill Ackman's Pershing Square is proposing to acquire $UMG outright, a move that could take the world's largest recorded music company private and close a years-long valuation gap since its 2021 Euronext listing.

UMG

Biotech & Clinical Trials·Jun 2

Abivax Shares Crater 32% After Bowel Disease Drug Trial Disappoints

Markets & Economy·Mar 6

Jobs Report Shock: Payrolls Contract as Oil Surges, Dragging Stocks Lower

Markets & Economy·Mar 3

S&P 500 Wipes Out All 2026 Gains as Middle East Conflict Triggers Broad Selloff

The benchmark index fell 2.4% to a three-month low of 6,715 on Tuesday, with double-digit losses across industrials, materials, and semiconductors as Iran-Israel-U.S. tensions escalate.

ALB · FXAIX · IVV · RSP · SDS

Markets & Economy·Mar 3

Dow Plunges 1,200 Points in Worst Session in Nearly a Year as Iran Tensions and Hot Inflation Rattle Markets

Markets & Economy·Mar 2

War Shock: U.S.-Iran Conflict Sends Global Markets Into a Tailspin

Alternative Assets·Mar 2

Oil Surges Most in Four Years as US-Israeli Strike on Iran Closes Strait of Hormuz

Markets & Economy·Feb 20

Exact Sciences Shareholders Vote 99% in Favor of Abbott Acquisition

With shareholder approval secured, EXAS is on track to exit independent trading before year-end - here's what the deal means for diagnostic sector positioning.

Technology & Software·Feb 18

YouTube s Recommendation Glitch Is Fixed - Here s Why GOOGL Investors Shouldn t Lose Sleep

A brief but widespread outage hit YouTube late Tuesday, rattling more than 350,000 users. For shareholders, the episode is a reminder of platform scale - not a red flag.

Alternative Assets·Feb 13

SSR Mining Heads Into Q4 2025 Earnings With Investors Watching for Recovery Signs

The battered gold and silver miner faces elevated scrutiny after a turbulent stretch - here's what experienced investors should keep in mind ahead of results.

Technology & Software·Feb 5

Reddit Crushes Q4 Estimates With 70% Revenue Growth - What It Signals for Social Media Monetization

RDDT delivered GAAP EPS of $1.24 against a $0.93 consensus and revenue of $725.6M versus $667.1M expected, raising the bar for ad-dependent platforms heading into 2025.

Biotech & Clinical Trials·Feb 5

Hims & Hers Undercuts Wegovy With a Cheaper Pill - and Novo Nordisk Drops 8%

The telehealth disruptor's compounded semaglutide offering is reigniting the brand-name vs. compounded drug battle, putting pressure on NVO and LLY at a critical moment for the obesity drug market.

Biotech & Clinical Trials·Feb 5

CVS Drops Prolia and Forteo From Formularies, Putting Amgen and Lilly Revenue at Risk

The pharmacy benefit giant is swapping two blockbuster bone drugs for biosimilars - a move with direct margin implications for AMGN and LLY shareholders.

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