Week of 9 November 2026
Trading Copper for Light
Marvell agreed to pay about $115 billion in stock for Lumentum, whose two biggest customers make up 41.6% of its sales and can already buy their optics elsewhere.
Continue reading →Trojan Horses
4 November 2026
The Hourglass
A family of engine builders gets three wishes from an hourglass in the autumn their works sells shares, and each wish lasts exactly as long as it takes a rival to copy it.
Continue reading →3 November 2026
Tech Induced Dopamine Revolution
The average YouTube Short in one study of 800,000 videos held its viewer for 16 seconds, and the companies racing to shorten everything else are building the market for slowness.
Continue reading →3 November 2026
Peptides Inject Their Way Into Tech
Y Combinator funded 56% more healthcare startups in 2026 than in 2025, and the demand behind them looks more like fashion than medicine.
Continue reading →3 November 2026
Uber Eats, Uber Hotels, Uber Catering, Uber Everything?
Uber is paying $2.3 billion for ezCater, whose orders average more than $400, to put the office lunch on the account that already pays for the ride.
Continue reading →31 October 2026
Oura Ring Sleeps On Its IPO
Of every $100 Oura’s IPO would have raised, about $73 was headed to the sellers and about $25 to employee taxes.
Continue reading →Week of 26 October 2026
Every Deal Has Its Thorne
P&G agreed to pay $3.8 billion for a supplement brand, and the customers who justify that price never signed anything.
Continue reading →More from the journal
- Deals From Palo AltoTechnology transactions from the BofA Securities Palo Alto software team, told as stories.
- The Buyer’s BankBofA Securities’ technology record across 2025 and 2026, built on acquirers.
- How a Company Gets SoldHow an investment bank gets hired, how a sale then runs stage by stage, and why the managing director matters more than the logo.