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Home
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© 2026 Semafor Inc.
Home
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Rohan Goswami
Business Reporter
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@rogoswami
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A decade after Campbell’s Soup, Dan Loeb’s Third Point is back
A brewing proxy fight at real-estate giant CoStar may signal a broader M&A revival.
Brendan McDermid/Reuters
Trump has become the ultimate activist investor, and CEOs are gearing up for battle
CEO whisperers and takeover experts are getting more sophisticated around how to fend off, or woo, the US president.
Brendan McDermid/Reuters
US states crack down on prediction markets
A Massachusetts judge this week ordered Kalshi to cease operations in the state, and the company is facing similar litigation in Nevada.
Kayla Wolf for The Washington Post via Getty.
China could fill AI power vacuum, Google’s Porat warns
If China goes into countries where the US is absent, Beijing will be able to execute a timeworn playbook.
Ruth Porat speaking to Semafor’s Ben Smith. Firebird Films/Semafor.
Lululemon’s founder seeks Advent’s ouster in proxy fight
Chip Wilson is trying to remake the board of the embattled retailer while it looks for a new CEO to turn around its stagnating US business.
Hollie Adams/Reuters
Netflix, Paramount race to win regulators over on Warner deal
Netflix is also weighing an all-cash bid to further squeeze out Paramount’s competing offer, according to several sources.
Eric Gaillard/Reuters
Pentagon’s $1B stake to shake up defense industry, CEO says
The stake in a new spinoff from defense contractor L3Harris is the first step to injecting some competition into the industry, the company’s CEO says.
Warner Bros. wants more money from Paramount, but neither side is willing to blink
The standoff is starting to annoy big shareholders.
Venezuelan bonds get a boost after US raid
Venezuelan government bonds surged 30% on Monday, with investors betting the US’ strong hand will clear the way for a grand-bargain restructuring.
Elliott Investment Management’s Citgo gamble
An Elliott affiliate in November won a messy bidding war for Citgo, which had been owned by Venezuela’s state oil company.
Semafor Business’ 2026 Bingo Card
A list of our predictions for 2026, let’s see how many we get right.
Cold-storage giant Americold fields private equity interest
Multiple bidders, including EQT and iSquared, are interested in buying Americold’s European businesses.
Can corporate events be sexy? This IPO-bound company thinks so.
The Blackstone-owned company is getting ready for an IPO, off the back of its strongest year ever.
Sinclair ponders next steps in Scripps takeover bid
The two sides haven’t been talking, leaving Sinclair with little choice but to make their case to shareholders.
‘Our favorite monopolists’: How Keurig kept its iron grip on coffee pods
A pending deal between Keurig and Peet’s would create a global coffee giant and bring one of Keurig’s biggest customers in-house.
Trump clan distances itself from Ellisons and Paramount
David Ellison had counted on the Trump family’s support. Now, they’re out of the deal and out of his corner.
Activist investors are losing the Big Three
Activists complain that index funds don’t show them love, even when CEOs underperform. Data suggests that’s overwhelmingly true.
Opposition to Netflix-Warner deal grows in Washington
Sen. Tim Scott, a Republican with close ties to the White House, joined the mounting opposition in Washington to Netflix’s takeover of Warner Bros.