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Skyworks-Qorvo: The $22B RF Merger – Arb the Spread or Own the Synergy

Skyworks and Qorvo are combining in a $22B defensive merger to create the largest U.S.-based pure-play RF semiconductor company. Two ways to play it: buy QRVO for an ~11% arbitrage spread (effectively acquiring SWKS at a 15.6% discount), or buy SWKS for direct 63% ownership of a combined entity targeting $500M+ in annual synergies and 50% EPS accretion. We break down the arb math, the synergy mechanics, and why China approval is the swing factor.
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CoreWeave (CRWV): AI Neocloud Leader With Blackwell First-Mover Edge – and a Big Execution/Leverage Overhang

CoreWeave (CRWV) is an AI neocloud scaling quickly, but the stock is trading on execution and leverage, not demand. In Q3’25 it delivered $1.4B revenue (+134% YoY) and grew backlog to $55.6B, but powered-shell delivery delays pushed some revenue timing and forced a capex/growth cadence reset. Leverage remains a headline risk, and customer concentration is still meaningful, even as backlog diversification improves. We frame outcomes as Bear $50–$60 (30%) / Base $100–$125 (50%) / Bull $135–$165 (20%).
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Robinhood in a Low-Volume Market: What Slower Trading Means for HOOD and the Market

Sequentially, trading activity rolled over across almost every asset class. Equities and options saw sharp month-over-month drops, crypto cooled, and assets under custody ticked lower for the first time since February. The move was big enough to knock HOOD down ~8–9% in a day and force investors to revisit a simple question: Is this just a breather after a strong run, or a sign that retail risk appetite is structurally fading? On the numbers, November was a step down from very strong levels rather than a collapse. Year-over-year, Robinhood’s platform is still bigger and more active across most dimensions. But the business is levered to activity, not just assets, so when volumes roll over, the P&L and the stock feel it.
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Alphabet in 2026: Full-Stack AI Engine, Heavy-Duty Capex

At around $314 per share (~$3.8T market cap, ~24x forward P/E), Alphabet is being priced as a durable AI platform, not a cheap “value tech” name. The question is whether Gemini 3, TPUs, and Cloud can grow into that valuation without margins getting crushed by the capex bill. GOOGL is a high-quality AI compounder with a real moat and real cash flow, but now firmly in “execution and capital-discipline” territory. Upside is still attractive if AI monetization scales as planned; downside shows up if AI Mode erodes Search economics or if capex outruns revenue.
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Salesforce After Q3 FY26 Earnings: High-Margin AI Platform, Solid Growth

Salesforce delivered a quarter that was operationally excellent but not growth-explosive: Revenue around $10.3B, growing high single digits year-on-year. Non-GAAP operating margin in the mid-30s, at or near record levels. Free cash flow above $2B for the quarter, with healthy double-digit growth. AI stack (Agentforce, Data Cloud, Einstein) now represents meaningful, recurring ARR, scaling quickly off a small base. Guidance frames high-single-digit to low-double-digit top-line growth with mid-30s non-GAAP margin for the full year. The equity story is shifting from “hyper-growth CRM pioneer” to “AI-enhanced, cash-rich enterprise platform compounder.”