Archive

Past Issues Β· 60 Recent Editions

Saturday, June 13, 2026

3 Leads 13 Quick Hits
DIAMOND
Moody's Ratings / United States Sovereign Debt πŸ“ˆ
Moody's strips U.S. of perfect Aaa rating for first time in 116 years.
PLATINUM
Nuvei / Payoneer Global πŸ“ˆ
Nuvei moves to acquire Payoneer for $2.7 billion in cross-border play.
GOLD
Howard Hughes Holdings / Vantage Group
Howard Hughes closes $2.1 billion specialty insurance acquisition.

Saturday, June 13, 2026

3 Leads 11 Quick Hits
DIAMOND
KKR / Nvidia / Kuwait Sovereign Wealth Fund πŸ“ˆ
KKR launched $10B data center fund with Nvidia and Kuwait SWF.
PLATINUM
Blackstone Digital Infrastructure Trust πŸ“ˆ
Blackstone REIT seeks $1.75B in data center infrastructure IPO.
GOLD
QTS Realty Trust
QTS announces $10B mega-site data center campus in Van Wert, Ohio.

Saturday, June 13, 2026

3 Leads 13 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX public debut triggers $100B secondary market reckoning.
PLATINUM
Rezolve AI πŸ“ˆ
Rezolve AI board approves $300M buyback, signals material undervaluation.
GOLD
Starboard Value
Starboard takes Autodesk stake, signals governance probe disclosure gap.

Friday, June 12, 2026

3 Leads 12 Quick Hits
DIAMOND
Howard Hughes Holdings πŸ“ˆ
Howard Hughes closed $2.1B Vantage acquisition in all-cash deal.
PLATINUM
Janus Henderson πŸ“ˆ
Janus Henderson acquired Rantum Capital to expand European private markets.
GOLD
Infineon Technologies
Infineon readies €5B Smart Power Fab opening in Dresden, Germany.

Friday, June 12, 2026

3 Leads 12 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX IPO opens at $150, valuing the company at $2.4T.
PLATINUM
AI Hyperscalers Collective πŸ“ˆ
Alphabet, Amazon, Meta, Microsoft, Oracle issued $159B in bonds for AI.
GOLD
Amazon
Amazon raised $14B in record Canadian corporate bond offering.

Friday, June 12, 2026

3 Leads 13 Quick Hits
DIAMOND
AI Hyperscalers Consortium πŸ“ˆ
Tech giants issued $159B in bonds for AI infrastructure buildout.
PLATINUM
Emerging Markets ETF Complex πŸ“ˆ
EEM posted 28% YTD gains while S&P 500 trailed by 11 percentage points.
GOLD
LVMH
LVMH Q1 2026 earnings beat expectations, signaling luxury rebound acceleration.

Friday, June 12, 2026

3 Leads 12 Quick Hits
DIAMOND
Google / SpaceX / Apollo / Blackstone πŸ“ˆ
Google, SpaceX, Apollo lock $35B+ in AI compute infrastructure.
PLATINUM
Luxury Sector (LVMH, HermΓ¨s, Kering) πŸ“ˆ
Iran peace deal lifts luxury stocks; LVMH up 5% intraday.
GOLD
Christie's / Sotheby's
Art auctions choreographed $2.5B comeback in single season.

Friday, June 12, 2026

3 Leads 12 Quick Hits
DIAMOND
Infineon Technologies πŸ“ˆ
Infineon opens €5B German chip fab as EU bets on self-sufficiency.
PLATINUM
LVMH MoΓ«t Hennessy Louis Vuitton πŸ“ˆ
LVMH posts full-year sales beating expectations despite luxury slowdown.
GOLD
India Cabinet / Government of India
India approves β‚Ή4,600 crore in semiconductor projects across four states.

Friday, June 12, 2026

3 Leads 12 Quick Hits
DIAMOND
Moody's Ratings / United States Government πŸ“ˆ
Moody's downgrades US to Aa1, ending 100+ year perfect rating streak.
PLATINUM
Christie's Auctions πŸ“ˆ
Christie's moves $1.1B in single night with Newhouse estate and Kidman momentum.
GOLD
Diana Shipping Inc. / Genco Shipping & Trading
Diana narrows Genco proxy to two director seats; $24.80 cash bid holds firm.

Friday, June 12, 2026

3 Leads 13 Quick Hits
DIAMOND
Moody's Ratings πŸ“ˆ
US loses Aaa rating for first time in 100+ years. Moody's downgrade to Aa1.
PLATINUM
LVMH posts better-than-feared full-year sales. Luxury rebound signal confirmed.
GOLD
Google / Alphabet
Google commits $84B to AI infrastructure and energy. Decade-long capacity play.

Friday, June 12, 2026

3 Leads 12 Quick Hits
DIAMOND
AI Hyperscalers (Amazon, Microsoft, Google, Meta, et al.) πŸ“ˆ
AI debt now $159B annually, up 47% year-over-year, reshaping bond markets.
PLATINUM
Lululemon Athletica πŸ“ˆ
Lululemon settles Chip Wilson proxy fight, adds two founder-backed board nominees.
GOLD
Monroe Capital LLC
Monroe Capital caps redemptions at 5% on private credit fund amid 9% withdrawal demand.

Thursday, June 11, 2026

3 Leads 14 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX IPO hits $250B demand. Retail allocation remains unsettled.
PLATINUM
AI Hyperscalers (Amazon, Microsoft, peers) πŸ“ˆ
AI debt issuance jumped 47% to $159B in early 2026.
GOLD
Canada
Canada launches first sovereign wealth fund with C$25B initial capital.

Thursday, June 11, 2026

3 Leads 13 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX IPO demand hits $250B. Retail brokers lock allocation gates.
PLATINUM
Amazon πŸ“ˆ
Amazon raises C$14B in Canadian bonds. Spreads widen industry-wide.
GOLD
AI Hyperscalers (Amazon, Microsoft, et al.)
AI firms issue $159B in debt. Year-over-year issuance up 47%.

Thursday, June 11, 2026

3 Leads 13 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX IPO demand hits $250B ahead of Nasdaq debut.
PLATINUM
AI Hyperscalers (Amazon, Microsoft, peers) πŸ“ˆ
AI hyperscalers issued $159B in debt, up 47% year-over-year.
GOLD
LVMH
LVMH posts full-year sales better than feared after Q4 rebound.

Thursday, June 11, 2026

3 Leads 13 Quick Hits
DIAMOND
Canada Ministry of Finance πŸ“ˆ
Canada launches first sovereign wealth fund with C$25B initial capital.
PLATINUM
Coinbase πŸ“ˆ
Coinbase exec: sovereign wealth and family offices buying Bitcoin's 50% crash.
GOLD
Emerging Markets (EEM, FFEM)
Emerging markets ETFs up 28% YTD while S&P 500 lags in reversal.

Thursday, June 11, 2026

3 Leads 12 Quick Hits
DIAMOND
Bernie Sanders / U.S. Senate πŸ“ˆ
Sanders proposes 50% public ownership stake in America's largest AI firms.
PLATINUM
SpaceX πŸ“ˆ
SpaceX IPO priced at $72 per share; largest public offering in history.
GOLD
Future Standard
Future Standard closes $3B fund; largest commitment to date.

Thursday, June 11, 2026

3 Leads 12 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX IPO sets valuation; retail allocation channels still being negotiated.
PLATINUM
Christie's πŸ“ˆ
Christie's moved $1.1B in a single evening, Nicole Kidman co-anchored the event.
GOLD
Art Auctions (Sotheby's & Christie's)
Auction houses engineered $2.5B comeback by resetting buyer expectations.

Thursday, June 11, 2026

3 Leads 13 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX IPO arrives as largest offering in market history. Retail access intact.
PLATINUM
Howard Hughes Holdings πŸ“ˆ
Howard Hughes closed $2.1B Vantage acquisition. Specialty insurance consolidation moves.
GOLD
Clearlake Capital Group
Clearlake acquired Pathway Capital. $185B in combined AUM now consolidated.

Thursday, June 11, 2026

3 Leads 12 Quick Hits
DIAMOND
LVMH posts full-year sales beat; luxury rebound narrative shifts to earnings confirmation.
PLATINUM
TKO Group Holdings πŸ“ˆ
TKO returns $150 million to shareholders in Q2 2026 dividend.
GOLD
Starboard Value / Autodesk
Starboard takes sizable Autodesk stake, weighs action on delayed probe disclosure.

Wednesday, June 10, 2026

3 Leads 13 Quick Hits
DIAMOND
Compass & Anywhere Real Estate πŸ“ˆ
Compass merges with Anywhere to form $6.4B real estate operator.
PLATINUM
Infleqtion (via SPAC) πŸ“ˆ
Infleqtion CEO signals $160B quantum TAM; prepares SPAC listing.
GOLD
US Tech Giants (AI Acquisition Play)
Europe's quantum lead faces absorption by US acquirers within 18 months.

Wednesday, June 10, 2026

3 Leads 13 Quick Hits
DIAMOND
Sub-Saharan Sovereign Wealth Funds πŸ“ˆ
Sub-Saharan SWFs shift $100B+ annually into minerals, SOEs, asset recycling.
PLATINUM
US Political Initiative (Sanders) πŸ“ˆ
Sanders proposes 50% employee stock transfer for AI firms exceeding $1B valuation.
GOLD
Burkina Faso
Burkina Faso establishes state-backed sovereign fund to reclaim mining wealth locally.

Wednesday, June 10, 2026

3 Leads 13 Quick Hits
DIAMOND
NextEra Energy πŸ“ˆ
NextEra paid $66.8B for Dominion. Now it owns the AI power market.
PLATINUM
BizLink Holding πŸ“ˆ
BizLink paid $850M for Interplex to own the data center backbone.
GOLD
ASML / Tata Electronics
ASML equips India's $11B Dholera fab to 50,000 wafers monthly.

Wednesday, June 10, 2026

3 Leads 11 Quick Hits
DIAMOND
NextEra Energy / Dominion Energy πŸ“ˆ
NextEra paid $66.8B for Dominion. The AI power grid is now the deal thesis.
PLATINUM
Starboard Value / Autodesk πŸ“ˆ
Starboard took a stake in Autodesk. Then spoke to the board about disclosed probes.
GOLD
BizLink Holding / Blackstone Interplex
BizLink paid $850M for Blackstone's data center connectors business.

Wednesday, June 10, 2026

3 Leads 11 Quick Hits
DIAMOND
Christie's / Sotheby's πŸ“ˆ
Art auction houses moved $2.5B in one season after redefining buyer expectation.
PLATINUM
Christie's πŸ“ˆ
Christie's moved $1.45B in one night. The Great Wealth Transfer has a gavel.
GOLD
Christie's
Christie's sold $1.1B in one night. Nicole Kidman was the co-seller.

Wednesday, June 10, 2026

3 Leads 12 Quick Hits
DIAMOND
United States Government πŸ“ˆ
Moody's downgrades US from Aaa to Aa1 after 100+ years at top.
PLATINUM
SpaceX πŸ“ˆ
SpaceX priced IPO at $135 per share, retail access included.
GOLD
Howard Hughes Holdings
Howard Hughes closed $2.1B Vantage acquisition in specialty reinsurance.

Wednesday, June 10, 2026

3 Leads 13 Quick Hits
DIAMOND
Christie's / Sotheby's πŸ“ˆ
Art auctions moved $1.1B in a single night. The wealth transfer is liquid.
PLATINUM
UBS: Family offices are abandoning currencies. AI investment is the new core.
GOLD
CNBC / Addepar
Public stocks are fastest-growing asset class. Real estate is shrinking for family offices.

Wednesday, June 10, 2026

3 Leads 13 Quick Hits
DIAMOND
NextEra Energy πŸ“ˆ
NextEra paid $66.8B for Dominion. The AI data center map just got redrawn.
PLATINUM
AI Hyperscalers (Amazon, Microsoft, peers) πŸ“ˆ
Hyperscalers issued $159B in debt. Up 47% year-over-year.
GOLD
Blackstone Digital Infrastructure Trust
Blackstone raised $1.75B in infrastructure REIT IPO. Data centers, not retail.

Tuesday, June 9, 2026

3 Leads 13 Quick Hits
DIAMOND
Abu Dhabi Real Estate Market πŸ“ˆ
Abu Dhabi posts highest real estate transaction value on record.
PLATINUM
Mumbai Luxury Real Estate Market πŸ“ˆ
Mumbai's Rs 10-crore luxury market hits Rs 14,750 crore in H1 2025.
GOLD
India Semiconductor Ecosystem
Cabinet approves β‚Ή4,600 crore in four new semiconductor projects.

Tuesday, June 9, 2026

3 Leads 12 Quick Hits
DIAMOND
Qatar Telecom (Ooredoo) πŸ“ˆ
Qatar Telecom files tender offer for all Indosat American Depositary shares.
PLATINUM
Vietnam Corporate Bond Market πŸ“ˆ
Corporate bond issuance reached $21.8B in 2025, but growth decelerated sharply.
GOLD
Malaysia Corporate Bond Issuers
RAM Ratings forecasts RM110–120B corporate bond issuance in 2025.

Tuesday, June 9, 2026

3 Leads 12 Quick Hits
DIAMOND
Taylor Swift πŸ“ˆ
Taylor Swift's net worth reached $2 billion, richest woman in music history.
PLATINUM
Rumble / Northern Data πŸ“ˆ
Rumble secured 85% of Northern Data shares in exchange offer.
GOLD
KKR / FS KKR Capital Corp
KKR Alternative Assets commenced $150M cash tender for FS KKR Capital.

Tuesday, June 9, 2026

3 Leads 12 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX IPO priced at $74.4B, rewriting institutional access rules.
PLATINUM
New Mountain Capital πŸ“ˆ
New Mountain acquired Asset Living for $2B+ in residential management bet.
GOLD
Howard Hughes Holdings
Howard Hughes closed $2.1B Vantage acquisition in specialty insurance.

Tuesday, June 9, 2026

3 Leads 12 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX IPO breaks $120B valuation. Wall Street's pricing rules do not apply.
PLATINUM
Quantum Space πŸ“ˆ
Quantum Space goes public via $1.2B SPAC merger with Inflection Point VI.
GOLD
LVMH / Luxury Sector
Luxury earnings pivot: China rebound, Middle East headwinds, valuations reset.

Tuesday, June 9, 2026

3 Leads 13 Quick Hits
DIAMOND
Christie's / Sotheby's πŸ“ˆ
Art auctions moved $2.5B in a season. Wealth transfer begins.
PLATINUM
Taylor Swift πŸ“ˆ
Taylor Swift's net worth hit $2 billion. Fastest musician ever.
GOLD
Gautam Adani / Adani Group
Gautam Adani became Asia's richest person. $89.2B net worth.

Tuesday, June 9, 2026

3 Leads 12 Quick Hits
DIAMOND
NextEra Energy πŸ“ˆ
NextEra paid $66.8B for Dominion. Now it owns the AI power grid.
PLATINUM
Nvidia, BlackRock, Microsoft Consortium πŸ“ˆ
Nvidia, BlackRock, Microsoft buy Aligned Data Centers for $40B.
GOLD
Blackstone Digital Infrastructure Trust
Blackstone's data-center REIT targets $1.75B IPO on AI momentum.

Tuesday, June 9, 2026

3 Leads 13 Quick Hits
DIAMOND
OneStream πŸ“ˆ
Hg completed $6.4B acquisition of OneStream software platform.
PLATINUM
Petrobras πŸ“ˆ
Petrobras' 16% yield masks exposure to Brazil's export tax regime.
GOLD
DigitalBridge
DigitalBridge acquired Boston PE firm for $1B in cash-equivalent deal.

Monday, June 8, 2026

3 Leads 13 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX prices IPO at $135 per share, overwriting institutional convention.
PLATINUM
Elliott Management / PepsiCo πŸ“ˆ
Elliott's PepsiCo pressure campaign enters public validation phase.
GOLD
Genesco
Bradley Radoff and Jumana Capital build stake in footwear retailer Genesco.

Monday, June 8, 2026

3 Leads 12 Quick Hits
DIAMOND
LVMH beats earnings as China recovery gains traction, signals sector reset.
PLATINUM
Blackstone πŸ“ˆ
Blackstone raises $1.75B via REIT IPO for data center acquisition push.
GOLD
QTS Data Centers
QTS plans $10B data center campus in Van Wert, Ohio. Mega-site bet placed.

Monday, June 8, 2026

3 Leads 12 Quick Hits
DIAMOND
Taiwan Semiconductor Manufacturing Company πŸ“ˆ
TSMC secured $250B U.S. investment deal, silicon shield locked.
PLATINUM
Burkina Faso Ministry of Finance πŸ“ˆ
Burkina Faso launched state-backed sovereign fund, mining wealth reclaimed.
GOLD
U.S. State Government (Maryland)
Maryland terminated Moody's contract after credit downgrade dispute.

Monday, June 8, 2026

3 Leads 13 Quick Hits
DIAMOND
Warner Bros. Discovery πŸ“ˆ
Warner rejects Paramount's $108B bid laden with $87B in debt.
PLATINUM
Elliott Management / PepsiCo πŸ“ˆ
Elliott takes $4B stake in PepsiCo, signals 'historic' value unlock opportunity.
GOLD
LVMH
LVMH misses earnings estimates as Middle East luxury demand falters.

Monday, June 8, 2026

3 Leads 12 Quick Hits
DIAMOND
Norvestor πŸ“ˆ
Norvestor closed €2B flagship fund on first close. Oversubscribed.
PLATINUM
Howard Hughes Holdings πŸ“ˆ
Howard Hughes closed $2.1B Vantage acquisition. Insurance play.
GOLD
DigitalBridge
DigitalBridge acquired Boston PE firm for $1B. Infrastructure play.

Monday, June 8, 2026

3 Leads 13 Quick Hits
DIAMOND
State Farm Mutual πŸ“ˆ
State Farm returned $5B to auto customers. The dividend dwarfs earnings.
PLATINUM
Global Equity Fund Flows πŸ“ˆ
Equity funds recorded $20B in weekly outflows. The largest in three months.
GOLD
Ecopetrol
Ecopetrol filed tender to control Brazil's Brava. $2B+ infrastructure plays.

Monday, June 8, 2026

3 Leads 12 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX targets $135 per share, $1.77T valuation at IPO.
PLATINUM
New Mountain Capital / Asset Living πŸ“ˆ
New Mountain buys Asset Living for $2B+, residential property play.
GOLD
Billionaire Families / PE Buyout Wave
Ultra-wealthy fuel $27B in listed company takeovers in 2024.

Sunday, June 7, 2026

3 Leads 12 Quick Hits
DIAMOND
Alphabet πŸ“ˆ
Alphabet raises $80B for AI infrastructure, Berkshire commits $10B.
PLATINUM
CoreWeave πŸ“ˆ
CoreWeave locks $14B AI infrastructure deal with Meta.
GOLD
Nebius Group
Nebius agrees $27B AI infrastructure deal with Meta over 5 years.

Sunday, June 7, 2026

3 Leads 12 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX targets $135 share price; values at $1.77T, above Tesla.
PLATINUM
CapVest πŸ“ˆ
CapVest closes Europe's largest LBO this year on Stada acquisition.
GOLD
Abraaj Capital
Abraaj closes $1.41B leveraged buyout of Egyptian fertilizer operator.

Sunday, June 7, 2026

3 Leads 12 Quick Hits
DIAMOND
Qatar Telecom (Ooredoo) πŸ“ˆ
Ooredoo files tender for all Indosat ADRs in strategic consolidation move.
PLATINUM
KKR & Co. Inc. πŸ“ˆ
KKR commences $300M tender offer for FS Capital Corp. debt and equity.
GOLD
SCOR SE
SCOR launches €250M subordinated debt tender and new note issuance.

Sunday, June 7, 2026

3 Leads 12 Quick Hits
DIAMOND
NextEra Energy πŸ“ˆ
NextEra paid $66.8B for Dominion Energy. The AI power bet is now infrastructure.
PLATINUM
Uber Technologies πŸ“ˆ
Uber now owns 37% of Delivery Hero. The exit ramp is closing.
GOLD
Worldline
Worldline filed tender offer for Ingenico. France is consolidating payments.

Sunday, June 7, 2026

3 Leads 12 Quick Hits
DIAMOND
NextEra Energy πŸ“ˆ
NextEra paid $66.8B for Dominion Energy's data center power footprint.
PLATINUM
Blackstone πŸ“ˆ
Blackstone filed for $2B IPO in data center acquisition vehicle.
GOLD
Eaton Corporation
Eaton upgraded AI data center outlook on Q1 2026 beats and raised guidance.

Sunday, June 7, 2026

3 Leads 13 Quick Hits
DIAMOND
Norway's Government Pension Fund Global πŸ“ˆ
Norway's $1T sovereign wealth fund shifts billions from Europe to North America.
PLATINUM
Cliffwater πŸ“ˆ
Cliffwater investors request 17% redemption from $31.3B private credit fund.
GOLD
TKO Group Holdings
TKO announces $150M Q2 dividend return to shareholders.

Sunday, June 7, 2026

3 Leads 13 Quick Hits
DIAMOND
Moody's Ratings πŸ“ˆ
Moody's cuts US sovereign rating from Aaa to Aa1 for first time in 100 years.
PLATINUM
Nissan Motor πŸ“ˆ
Fitch downgrades Nissan to junk, completing triple-cut by all major raters.
GOLD
TKO Group Holdings
TKO announces $150M dividend for Q2 2026 despite market volatility.

Sunday, June 7, 2026

3 Leads 12 Quick Hits
DIAMOND
Intertek πŸ“ˆ
EQT bids $12.7B for Intertek; board capitulates after shareholder pressure.
PLATINUM
SpaceX πŸ“ˆ
SpaceX prices IPO at $135 per share; $1.75T valuation underwhelms sector.
GOLD
Worldline / Ingenico
Worldline files tender offer for Ingenico; €2.6B consolidation advances.

Saturday, June 6, 2026

3 Leads 13 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX priced IPO at $135 per share, valuing company at $1.75T.
PLATINUM
Bitcoin ETF Market πŸ“ˆ
Institutional crypto flows reversed. Bitcoin ETFs captured $700M in Q1.
GOLD
Christie's
Christie's sold $1.1B in art in one evening. Nicole Kidman approved.

Saturday, June 6, 2026

3 Leads 13 Quick Hits
DIAMOND
Vox Media + Group Nine πŸ“ˆ
Vox Media acquires Group Nine in consolidation bet on digital media scale.
PLATINUM
LVMH misses Q1 estimates as luxury demand softens across regions.
GOLD
TriSalus Life Sciences
TriSalus inks SPAC merger to fund $100M+ cancer drug delivery trials.

Saturday, June 6, 2026

3 Leads 13 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX sets IPO price at $135, valuing the company at $1.75T.
PLATINUM
State Farm πŸ“ˆ
State Farm issues $5B dividend to auto customers, largest payout in company history.
GOLD
Vox Media
Vox Media acquires Group Nine, consolidating digital media into fewer hands.

Saturday, June 6, 2026

3 Leads 13 Quick Hits
DIAMOND
Alphabet / Berkshire Hathaway πŸ“ˆ
Alphabet raises $80B for AI. Berkshire commits $10B directly.
PLATINUM
Private Equity Secondaries Market πŸ“ˆ
Secondary PE market hit $162B in 2024. Up 45% year-over-year.
GOLD
Datavault AI
Datavault AI secures $2B financing framework. Preliminary term sheet signed.

Saturday, June 6, 2026

3 Leads 14 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX IPO priced at $135 per share, valuing the company at $1.77T.
PLATINUM
JPMorgan Chase πŸ“ˆ
Jamie Dimon circles $20B in acquisitions as wealth management consolidates.
GOLD
Waymo
Waymo raised $16B in latest round as AV funding hits 10-year high.

Saturday, June 6, 2026

3 Leads 13 Quick Hits
DIAMOND
Apollo Global Management & Blackstone πŸ“ˆ
Apollo and Blackstone finalized $35B Anthropic AI infrastructure deal.
PLATINUM
SpaceX πŸ“ˆ
SpaceX priced IPO at $135 per share, $1.75T valuation.
GOLD
Gorilla Technology Group & Supermicro
Gorilla and Supermicro signed $2B AI infrastructure supply deal for India.

Saturday, June 6, 2026

3 Leads 12 Quick Hits
DIAMOND
Blackstone / Monroe Capital / Cliffwater πŸ“ˆ
Private credit redemption walls hit $31B+ as wealthy investors sprint for exits.
PLATINUM
SpaceX πŸ“ˆ
SpaceX IPO prices at $135 per share, $1.75T valuation. Sector immediately sells off.
GOLD
LVMH / Kering / Hermès
Luxury sector reports structural demand collapse across Middle East, China corridors.

Saturday, June 6, 2026

3 Leads 13 Quick Hits
DIAMOND
Goodman Group πŸ“ˆ
Goodman secures Norwegian sovereign fund backing for US expansion.
PLATINUM
Alphabet Inc. πŸ“ˆ
Alphabet raises $84.75B in upsized offering for AI infrastructure buildout.
GOLD
Apollo & Blackstone
Apollo and Blackstone finalize $35B funding for Anthropic AI growth.

Friday, June 5, 2026

3 Leads 11 Quick Hits
DIAMOND
Private Secondaries Market πŸ“ˆ
Secondary market closed 2024 at $162B. That's a 45% surge in one year.
PLATINUM
Shopify πŸ“ˆ
Shopify's board approved $3B more for repurchase. Total program now $5B+.
GOLD
1stDibs
1stDibs Q1 2026: Disciplined execution signals margin inflection ahead.

Friday, June 5, 2026

3 Leads 12 Quick Hits
DIAMOND
Christie's πŸ“ˆ
Christie's moved $1.45B in art as wealth transfers hands this decade.
PLATINUM
ExxonMobil πŸ“ˆ
ExxonMobil shareholders voted to redomicile headquarters to Texas.
GOLD
Lululemon
Lululemon settles proxy fight, adds two Chip Wilson nominees to board.