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The next risk for AI investors isn’t tech, it’s litigation
Key takeaway: Legal battles may reshape AI economics more than investors currently anticipate. For the past three years, the investment case for AI has largely revolved around which developer could build the most powerful models. Investors have poured hundreds of billions of dollars into companies developing AI chips, cloud infrastructure, large language models, and enterprise software, with the global AI market forecast to hit $540 billion in 2025, according to Grand View Re
Jul 36 min read
Ashland: Activist pressure prompts M&A rumors
Activists target Ashland as investors question value of its transformation.
Jun 2612 min read
M&A Activism: The year of the corporate breakup
Activists are increasingly acting as architects of corporate structure rather than monitors of corporate performance.
Jun 186 min read
Warner Bros. Discovery: What is Paramount buying?
Paramount’s acquisition reveals WBD’s hidden value, IP, and streaming scale.
Jun 812 min read
How AI is reshaping shareholder activism
The most successful shareholder activists have historically enjoyed an advantage by identifying opportunities, analyzing companies, and building compelling investment theses faster and more effectively than competitors. From uncovering conglomerate discounts and capital allocation failures to exposing governance weaknesses and operational inefficiencies, the activist playbook has traditionally relied on intensive research and analysis. Artificial intelligence may be about to
Jun 16 min read
Whirlpool Corp: Sink or swim
Activist pressure mounts amid weak demand and capital allocation concerns.
May 2711 min read
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