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Intelligence for the New World Economy

D.C.
BXL
Lagos

Riyadh
Beijing
SG

Intelligence for the New World Economy

Semafor World Economy

Rohan Goswami

Rohan Goswami

Business Reporter

Rohan Goswami is a business reporter at Semafor, where he covers dealmaking, the boardroom, and finance. He co-hosts the Compound Interest podcast. He’s broken news on an array of companies, including Warner Bros. Discovery, Paramount, Intel, US Steel, Union Pacific and TSMC. He previously worked at CNBC, where he broke major stories including the scandal that cost Norfolk Southern’s CEO his job.

Activist Oasis seeks board seats at Vail Resorts

The activist investor has a sizable position and is looking to shake up the ski operator’s management.

REUTERS/Rick Wilking

How do you price the end of the world?

A look at the possible risk factors for the Anthropic and OpenAI IPOs now that fear about AI destroying humanity is mainstream.

Dario Amodei.

Courtesy of Anthropic

Justice Department to take a closer look at Fox’s $22 billion Roku deal

Rivals are concerned that Fox could favor its own content platforms over competitors’ if it owns Roku.

Brendan McDermid/File Photo/Reuters

Google avoids another breakup

It is the third time in the last year that a judge has decided against breaking up a big tech company.

Bhawika Chhabra/Reuters

Elliott has a stake in French giant Air Liquide

The activist is pushing the company to improve profit margins.

Sarah Meyssonnier/Reuters

Tempus AI’s biotech deal attracts investor attention

The deal would have passed by without much notice, but Personalis’ technology is crucial to building the revolutionary personalized cancer therapies announced earlier this week by Merck and Moderna.

Dado Ruvic/Reuters

The software buyout wave is upon us

The SaaSpocalypse presents a perfect moment for PE and buyout shops.

L3Harris CEO ousted for relationship with subordinate

Chris Kubasik was previously fired from Lockheed Martin after a similar probe more than a decade ago.

Phillips 66, Marathon held now-scuttled merger talks

The talks underscore the exuberance in today’s dealmaking environment.

How Britain’s No. 10 intervened in the AstraZeneca-Bristol merger

The scuttled pharma deal triggered UK government worries.

Lip-Bu Tan sought US blessing for Intel’s stock sale

The US government will remain on the sidelines for the $15 billion stock sale.

Lionsgate faces activist pressure to sell itself in ‘AI era’

Anson Funds is pushing the movie studio to avoid becoming an “AI casualty.”

Nvidia partners with lenders to finance AI infrastructure

The chip giant joined six major Wall Street firms to lend more than $500 billion.

Elon Musk rattles the telecom industry

On SpaceX’s earnings call this week, the company confirmed Semafor’s earlier reporting that it planned to move into the mobile business.

Airtable sale punctures SaaS bubble

It’s a sign that some companies hit hard by the SaaS selloff (or their venture-capital backers, as Airtable is still privately held) are bowing to reality and taking whatever money is available.

AstraZeneca could be Britain’s next loss

AstraZeneca’s deal talks with US-headquartered Bristol Myers Squibb, which Semafor confirms remain active, would strike another blow to the UK’s effort to keep hold of its corporate champions.

T-Mobile, Deutsche Telekom merger stalls

T-Mobile executives have told their controlling shareholder that they no longer support the $300 billion merger.

With SpaceX circling, Verizon figures out succession

Inside the company, executives worry about a potential sale.