The Event-Driven Edge by ListingTrack

The most complete event- and theme-driven market summary all in one newsletter.
Event-Driven Edge connects IPOs, M&A, and sector themes (AI, Nuclear, Defense, and more) into one clear weekly view.

Trusted by 7,000+ subscribers, including readers from Goldman Sachs, Morgan Stanley, JPMorgan, KKR, Thoma Bravo, Oracle, and Amazon.

Catch up on the latest editions:

Event-Driven Edge

Markets tumble as Trump reignites U.S.–China tariff fears, sparking global selloffs and rare-earth tensions. Novo Nordisk buys Akero for $4.7B, Merck closes Verona at $10B, Comerica agrees to a $10.9B Fifth Third merger, and AMD surges 24% on a landmark OpenAI GPU deal. Plus 9 new IPOs and a fresh wave of mega AI financings from xAI, Reflection AI, and N8n.

Event-Driven Edge

EA’s record $55B take-private, Genmab’s $8B Merus buy, Rocket closes $14.2B Mr. Cooper deal, plus 14 new listings including Fermi, $6.6B OpenAI secondary at $500B valuation, mega AI raises from Vercel, Supabase & Cohere, and CoreWeave’s $14.2B Meta deal—covered industry by industry.

Event-Driven Edge

EA rockets on $50B buyout talks, Rick Perry's Fermi targets a $13B IPO; markets cool after record highs as gold jumps 3% and the new ListingTrack Theme Performance summary spotlights SKBL +55% in Nuclear and INTC +20% in AI infra.

The Weekly SPAC Review & Friday's Update (September 15-19)

In this week’s SPAC update: De-SPAC M&A was active with Strata Critical Medical’s $124M Keystone deal, Nukkleus expanding Star 26 to full control, and IonQ buying Oxford Ionics. Reverse splits hit Leafly (1-for-500) and ECDA (1-for-40), while LakeShore Biopharma was delisted. SPAC news included Willow Lane–Boost Run ($441.5M) and ESH–Fit Factory ($500M) mergers, new IPOs (CHECU, LATAU, OTGAU), and filings from Silicon Valley Acquisition ($200M) and others. Patria (PLAOF) set a $12.35/share redemption.

Event-Driven Edge

Markets hit records after the Fed’s first 2025 rate cut and the Russell 2000’s 967-day breakout, as StubHub slips in its IPO debut, Oracle chases a $20B AI cloud deal with Meta, Roche announces a $3.5B takeover of 89bio, and DuPont pushes ahead with its Electronics spinoff.

Event-Driven Edge

95+ all-time highs, a looming Fed cut, and IPOs from StubHub & Netskope, plus Paramount Skydance + Ellison targeting Warner Bros. Discovery, Klarna's public debut, and SpaceX’s $17B spectrum deal.

The Event-Driven Edge by ListingTrack

Catch up on the latest editions:

Event-Driven Edge

Event-Driven Edge

Event-Driven Edge

The Weekly SPAC Review & Friday's Update (September 15-19)

Event-Driven Edge

Event-Driven Edge

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