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The CEO Signal
Rohan Goswami
Business Reporter
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@rogoswami
$85 billion merger would create largest railroad in US
Union Pacific struck an $85 billion deal for Norfolk Southern, a combination that would create the US’ largest railroad, pending regulatory approval.
REUTERS/Jonathan Drake
Nate Anderson rebuts pardoned Nikola founder
The short-seller, whose research sent Nikola CEO Trevor Milton to prison, hit back against a Tucker Carlson show portraying the executive as a deep-state victim.
Chip Somodevilla/Getty Images
South Park hits at Skydance, Trump in scathing season debut
The satirical cartoon’s new season debuted with jokes about CBS, the “Epstein list,” and Trump literally in bed with Satan.
Taylor Hill/WireImage via Getty
UN head calls for more green energy projects, fearing AI capacity limits
As AI data centers sprout up, concerns are mounting over where the energy to power them comes from, and how to pay for it.
Leah Millis/File Photo/Reuters
Coca-Cola swaps corn syrup for cane sugar in MAHA-inspired move
PepsiCo also announced a health-forward version of its flagship drink.
Mike Blake/File Photo/Reuters
Berkshire-owned BNSF taps bankers for its own rail acquisition
BNSF has underperformed rivals over the last few years, but can’t afford to sit on the dealmaking sideline.
Scott Morgan/File Photo/Reuters
Union Pacific, Norfolk Southern discuss merger
The megamerger is far from assured, and talks could fall apart at anytime.
Union Pacific has hired bankers for a possible railroad bid
Executives and insiders have speculated for months that a Trump presidency could usher in a fresh wave of rail consolidation.
Employment woes are coming for startup talent
The war for AI talent has reached new heights, but comes at a cost for rank-and-file employees.
Media moguls land, humbled, in Sun Valley
The Allen & Co. Sun Valley conference has midwived megadeals, but today’s moguls face a scrambled world.
US trade wars breed jingoism worldwide
Trump’s trade deals are so far light and fraught, as leaders around the world, managing their own voters, are pushing back.
The death of American equities? Not so fast.
There is little evidence in the stock market that American exceptionalism is dead.
Call-center software maker Verint seeks buyers in AI dealmaking test
Verint’s stock is down about 20% year-to-date, despite efforts to position itself to the market as an AI-forward company.
NYC mayoral race panics business elite
It’s as much fears about personal income tax as Mamdani’s posture on the conflict in Israel.
Is Washington open to railroad mergers? This regulator isn’t saying no.
The Surface Transportation Board’s chairman has privately signaled a break from the reflexive antipathy of his Biden-era predecessor toward consolidation, as CEOs float benefits of mergers.
Grenell juggles three unique jobs
Trump’s special missions envoy was recently named to Live Nation Entertainment’s board of directors, and also remains president of the Kennedy Center.
Apollo, Irth Capital look to take Papa Johns private
Apollo’s private-equity business represents a smaller and smaller part of its overall AUM, but it’s done some restaurant deals in the last few years.
Why the Warner Bros. Discovery merger was doomed from the start
Warner Bros. Discovery’s split is the latest proof that conglomerates are out of fashion.