Intel stock soars on Apple chip deal
Intel shares surged after President Trump announced a chip manufacturing deal between Intel and Apple, though neither company confirmed it.
Snapshot · Bloomberg Intelligence
Accenture Forecast Sends Stock Tumbling a Record 20%
Explore episode
Jun 18, 2026
Where this was said
Medallia Collapse and the Mid-Cap Software Peril
At 8:00 · chapter starts 5:55
Medallia's creditor takeover by Blackstone after Thoma Bravo walks away raises questions about mid-cap software valuations. [1] — Anurag Rana "Medallia, a PE-backed software firm, is being taken over by its creditors after Thoma Bravo refused to inject fresh capital. Anurag Rana sa…" 05:56 Large-cap leaders like ServiceNow and Workday remain insulated.
Medallia's Collapse: A Warning for Mid-Cap Software
Medallia, a PE-backed software firm, is being taken over by its creditors after Thoma Bravo refused to inject fresh capital. Anurag Rana says this pattern will repeat for smaller software companies with weak market positions — but the large-cap leaders are insulated.
12–13% free cash flow yield
Accenture is trading at roughly 12–13% free cash flow yield, a level Anurag Rana says he has never seen in 23 years of covering the company.
Similar snapshots
MVP built in one week
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Discord vs email for young users
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Monthly infra costs ~$780–$980
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ChatGPT-powered pain point research
Sam recommends copying days of Discord chat history into ChatGPT and prompting it to list recurring pain points as a fast, free market research technique.
50 free tools built total
Bhanu and his team built approximately 50 free tools to attract search traffic, each linked back to SiteGPT.
New tool built in under 5 minutes
With AI coding tools like Cursor, Bhanu can now create a new free marketing tool in less than 5 minutes by referencing existing tools.
KD filter < 10 for rankable keywords
Bhanu filters Ahrefs keyword results to show only those with a keyword difficulty below 10, making them realistic ranking targets for any decent website.
Minimum 1,000 monthly search volume
Bhanu sets a minimum search volume of 1,000 monthly searches when selecting keywords to target with free tools.
20 downloads/day at launch
PropGPT averaged 20 downloads per day right after launching on the App Store through influencer marketing.
