MLNX News and Press, Mellanox Technologies Ltd. From 12/30/19

This article explains the reasons behind the movement in a selection of the largest U.S. cash merger arbitrage spreads from the past week as calculated by Merger Arbitrage Limited. We analyze the attractiveness and profitability of each spread going forward and indicate the trading position or...

Introduction One of the bullish themes of this article comes from an anecdote I came across a while ago about Apple ( AAPL ) being a software company. Supposedly when Steve Jobs was doing an iPhone road show in early 2007, a money manager questioned how its cool touchscreen interface coul...

Merger activity increased, with nine new deals announced and six deals closing. Deal Statistics New Deals The acquisition of LogMeIn (LOGM) by Francisco Partners for $4.3 billion or $86.05 per share in cash. We added LOGM as a potential deal to the Deals in the Works section on Dece...

There’s been a meaningful “will they or won’t they” discount with Mellanox ( MLNX ) shares since the announcement of Nvidia ’s ( NVDA ) offer for the company. While discounts to bid prices are normal, Mellanox had until recently been pretty much stuck in a...

Nvidia ( NVDA +2.6% ) has been granted unconditional approval by the European Union to acquire Mellanox Technologies (NASDAQ: MLNX ). More news on: NVIDIA Corporation, Mellanox Technologies, Ltd., Tech stocks news, Merger & acquisition news Read more ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Stitcher and Spotify . Despite a weakening economy , Sweden's Riksbank has swum against the tide of global monetary policy by hiking its benchmark repo r...

EU antitrust authorities are prepared to clear, without conditions, Nvidia's (NASDAQ: NVDA ) $6.8B bid for Mellanox Technologies (NASDAQ: MLNX ), sources told Reuters . More news on: NVIDIA Corporation, Mellanox Technologies, Ltd., Intel Corporation, Tech stocks news, Merger & acquisi...

Merger activity decreased with four new deals announced and two deals closing. Deal Statistics: New Deals: The acquisition of Diplomat Pharmacy (DPLO) by OptumRx for $300 million or $4.00 per share in cash. The acquisition of Synthorx (THOR) by Sanofi (SNY) for $2.35 billio...

2019 Was Good for Mergers; 2020 Will Be a Lot Better 2019 is the sixth best year in the last 20 for M&A. I can only reflect that to my mind the pace is accelerating, and that has been the inspiration for this set of articles. I expect that 2020 will accelerate even further, for the rea...

Have you Noticed All the Merger Announcements? I Have A feature of this stock market has been accelerated merger announcements. I don’t believe we are at historic levels but I see it accelerating recently. I have said this many times recently, the fact that M&A is going on mea...