Archive

Past Issues Β· 60 Recent Editions

Saturday, September 19, 2026

3 Leads 11 Quick Hits
DIAMOND
Sotheby's / Schlumberger Estate πŸ“ˆ
Schlumberger Monet collection heads to auction with €22M-€30M estimate.
PLATINUM
Michael Dell Family Office / Baldwin Insurance πŸ“ˆ
Dell family office takes Baldwin Insurance private for $7.7B.
GOLD
CAVA Group
CAVA authorizes $100M share repurchase as margins hold.

Friday, September 18, 2026

3 Leads 13 Quick Hits
DIAMOND
Deutsche Telekom πŸ“ˆ
Elliott Management stakes €10B+ position in European telecom operator.
PLATINUM
Apollo / Blackstone (Anthropic AI Infrastructure) πŸ“ˆ
$35B debt package finances AI chip access through structured SPV.
GOLD
India's Corporate Bond Market (SEBI / NSE)
India tokenizes $620B corporate bond market via Demat 2.0 pilot.

Friday, September 18, 2026

3 Leads 12 Quick Hits
DIAMOND
SLB paid $4.1B for data center cooling. Oil money entered infrastructure.
PLATINUM
Apollo & Blackstone πŸ“ˆ
$22B chip loan for Anthropic-Alphabet infrastructure deal closes.
GOLD
Leidos
Leidos closed $2.4B ENTRUST deal. Grid infrastructure is now AI infrastructure.

Friday, September 18, 2026

3 Leads 12 Quick Hits
DIAMOND
National Stock Exchange (NSE) πŸ“ˆ
NSE IPO prices at β‚Ή21,494–22,569 crore, down β‚Ή8.5B from initial target.
PLATINUM
Apollo Global Management / Blackstone / Anthropic πŸ“ˆ
Apollo and Blackstone finance $35B AI infrastructure debt for Anthropic.
GOLD
Michael Dell / Dell Technologies
Dell family office leads $7.7B bid for Baldwin Insurance Group.

Friday, September 18, 2026

3 Leads 12 Quick Hits
DIAMOND
National Stock Exchange of India πŸ“ˆ
NSE IPO targets $46B valuation. India's markets infrastructure goes public.
PLATINUM
Franklin Templeton πŸ“ˆ
Franklin Templeton closes CFO fund at $1.5B. Secondaries momentum confirmed.
GOLD
Hermès
Hermès luxury rebound bellwether for China's consumer recovery.

Friday, September 18, 2026

3 Leads 12 Quick Hits
DIAMOND
Norway's Government Pension Fund Global πŸ“ˆ
Norway dumps $80B in US Treasuries, pivots to riskier debt.
PLATINUM
L'Oreal πŸ“ˆ
L'Oreal overtakes LVMH as France's most valuable stock.
GOLD
Macy's
Macy's raises forecasts as luxury brands bloom in US retail.

Friday, September 18, 2026

3 Leads 12 Quick Hits
DIAMOND
Norway Government Pension Fund Global πŸ“ˆ
Norway's sovereign wealth fund exits $80B in US Treasuries for riskier debt.
PLATINUM
Deutsche Bank πŸ“ˆ
Deutsche Bank completes €1.0B buyback, launches new €500M program.
GOLD
STMicroelectronics
STMicroelectronics updates share repurchase program status mid-cycle.

Friday, September 18, 2026

3 Leads 12 Quick Hits
DIAMOND
Elliott Management / Deutsche Telekom πŸ“ˆ
Elliott takes $1.2B+ position in Deutsche Telekom, signals recovery path.
PLATINUM
Carl Icahn / JetBlue Airways πŸ“ˆ
Icahn exits JetBlue board after cutting stake by 40%+.
GOLD
Hermès / China Luxury Market
Hermès eyes China rebound as luxury sales plunge over 10% nationwide.

Friday, September 18, 2026

3 Leads 12 Quick Hits
DIAMOND
National Stock Exchange of India πŸ“ˆ
NSE seeks $46B valuation in IPO launch next week.
PLATINUM
Oura Health πŸ“ˆ
Oura accelerates public market push with one revenue stream outperforming.
GOLD
Franklin Templeton
Franklin Templeton closes $1.5B private credit secondaries fund.

Thursday, September 17, 2026

3 Leads 13 Quick Hits
DIAMOND
Harvard University Endowment πŸ“ˆ
Harvard's $57B endowment now includes oil stakes and AI bets. Quietly.
PLATINUM
Arini Capital Management πŸ“ˆ
Arini near $4B final close on first direct lending fund.
GOLD
Jefferies Credit Partners & Allianz Global Investors
Jefferies launches $4B European direct lending strategy with Allianz anchor.

Thursday, September 17, 2026

3 Leads 13 Quick Hits
DIAMOND
Norway's Government Pension Fund Global πŸ“ˆ
Norway's $1.3T fund proposes dumping $80B in US Treasuries.
PLATINUM
TPG Inc. / Lyric Health πŸ“ˆ
TPG explores $5B sale of healthcare software platform Lyric.
GOLD
A1 Garage Door Service
Home services giant A1 Garage acquired for $2B.

Thursday, September 17, 2026

3 Leads 13 Quick Hits
DIAMOND
TPG Capital πŸ“ˆ
TPG explores $5B sale of healthcare software company Lyric.
PLATINUM
Dragoneer Investment Group πŸ“ˆ
Dragoneer takes Steadfast Group private in AUD$7.7B deal.
GOLD
BlackSun Capital
BlackSun Capital raises $1B for sports and media fund.

Thursday, September 17, 2026

3 Leads 12 Quick Hits
DIAMOND
Google, Microsoft, TikTok πŸ“ˆ
Europe's data center capital absorbs $30.2B in AI infrastructure bets.
PLATINUM
SLB (Schlumberger) πŸ“ˆ
SLB acquires cooling-systems firm Kelvion for $4.1B in data center expansion.
GOLD
nVent Electric
nVent expands data center reach with $1.75B acquisition play.

Thursday, September 17, 2026

3 Leads 13 Quick Hits
DIAMOND
India National Stock Exchange πŸ“ˆ
NSE seeks $46B valuation in IPO launch next week.
PLATINUM
T-Mobile / Elliott Management πŸ“ˆ
Elliott Management urges T-Mobile parent to drop merger talk.
GOLD
GoPro
Markiplier becomes largest shareholder, stock rises 22%.

Thursday, September 17, 2026

3 Leads 13 Quick Hits
DIAMOND
SoftBank Group πŸ“ˆ
SoftBank plans record retail bond issuance as AI debt demand tests investor patience.
PLATINUM
Carl Icahn / JetBlue Airways πŸ“ˆ
Carl Icahn exits JetBlue board after cutting stake; activist pressure recalibrates.
GOLD
Markiplier / GoPro
YouTuber Markiplier becomes GoPro's largest shareholder; stock rises 22%.

Thursday, September 17, 2026

3 Leads 12 Quick Hits
DIAMOND
Aon PLC πŸ“ˆ
Aon acquired USI Holdings for $17 billion, largest insurance broker deal since 2016.
PLATINUM
Dragoneer Investment Group πŸ“ˆ
Dragoneer took Steadfast Group private for AUD$7.7 billion, Australia's largest buyout.
GOLD
TSMC
TSMC pledged $100 billion additional investment in Arizona chip manufacturing capacity.

Thursday, September 17, 2026

3 Leads 12 Quick Hits
DIAMOND
TSMC commits additional $100B to Arizona semiconductor operations.
PLATINUM
Carl Icahn / JetBlue Airways πŸ“ˆ
Carl Icahn exits JetBlue board after cutting stake sharply.
GOLD
Lam Research
Lam Research breaks ground on AI semiconductor lab in Oregon.

Wednesday, September 16, 2026

3 Leads 12 Quick Hits
DIAMOND
Google, Microsoft, TikTok (Finland Data Center Consortium) πŸ“ˆ
Google joins Microsoft and TikTok in $30.2B Finland data center bet.
PLATINUM
Schlumberger (SLB) πŸ“ˆ
SLB acquires data center cooling firm Kelvion for $4.1B.
GOLD
Julien's Auctions
Julien's Auctions names Ken Citron as new CEO.

Wednesday, September 16, 2026

3 Leads 12 Quick Hits
DIAMOND
Jefferies Credit Partners πŸ“ˆ
Jefferies closes $4B European direct lending fund backed by Allianz.
PLATINUM
Private Credit Markets πŸ“ˆ
Direct lending funds shrink as private credit shows early distress signals.
GOLD
AllianzGI Impact Direct Lending
AllianzGI launches €1B+ impact direct lending fund, largest on record.

Wednesday, September 16, 2026

3 Leads 12 Quick Hits
DIAMOND
Dragoneer Investment Group / Steadfast Group πŸ“ˆ
Dragoneer takes Steadfast private for AUD$7.7B in Australian play.
PLATINUM
TPG / Lyric (Healthcare Software) πŸ“ˆ
TPG shops Lyric healthcare software for $5B exit.
GOLD
BlackSun / Sports Media Fund
New PE firm BlackSun raises $1B for sports and media.

Wednesday, September 16, 2026

3 Leads 13 Quick Hits
DIAMOND
National Stock Exchange of India (NSE) πŸ“ˆ
India's NSE seeks $46 billion valuation in trimmed IPO launching next week.
PLATINUM
Shein πŸ“ˆ
Shein's Hong Kong IPO trades down $5 billion in valuation within days.
GOLD
Oura Ring
Oura goes public on surprising revenue from wearable health data licensing.

Wednesday, September 16, 2026

3 Leads 13 Quick Hits
DIAMOND
SLB (Schlumberger) πŸ“ˆ
SLB acquires Kelvion data center cooling for $4.1B.
PLATINUM
AkzoNobel and Axalta πŸ“ˆ
AkzoNobel, Axalta appoint three board directors for combined entity.
GOLD
Flex Ltd.
Flex spins cloud and power infrastructure division; Form 10 filed.

Wednesday, September 16, 2026

3 Leads 12 Quick Hits
DIAMOND
Google (Alphabet) πŸ“ˆ
Google commits $15.1B to AI infrastructure, secures nuclear power in Finland.
PLATINUM
Verizon & Corning πŸ“ˆ
Verizon and Corning sign multi-billion fiber agreement spanning 80M miles.
GOLD
SpaceX
SpaceX secures $13B AI infrastructure deal; Oppenheimer raises target.

Wednesday, September 16, 2026

3 Leads 13 Quick Hits
DIAMOND
Norway's Government Pension Fund Global πŸ“ˆ
Norway cuts $80B in US Treasurys as world's largest wealth fund rebalances.
PLATINUM
ICG (Intermediate Capital Group) πŸ“ˆ
ICG targets €15B for sixth European direct lending fund.
GOLD
BlackRock Private Credit Fund
BlackRock private credit fund sees redemption pressure ease in Q3.

Wednesday, September 16, 2026

3 Leads 12 Quick Hits
DIAMOND
Alphabet (Google) πŸ“ˆ
Google commits $15.1B to AI infrastructure, locks nuclear power in Finland.
PLATINUM
Qualcomm πŸ“ˆ
Qualcomm secures $60B Amazon AI chip deal with $4B equity warrant.
GOLD
Verizon and Corning
Verizon and Corning lock multi-billion fiber agreement for AI infrastructure.

Tuesday, September 15, 2026

3 Leads 12 Quick Hits
DIAMOND
Qualcomm & Amazon πŸ“ˆ
Amazon commits $60B to Qualcomm AI chips over multi-year deal.
PLATINUM
Google / Alphabet πŸ“ˆ
Google commits €13B to Finnish AI infrastructure and nuclear power.
GOLD
Verizon & Corning
Verizon and Corning sign multi-billion fiber deal covering 80M miles.

Tuesday, September 15, 2026

3 Leads 13 Quick Hits
DIAMOND
Qualcomm + Amazon πŸ“ˆ
Amazon commits $60B for Qualcomm AI chips over multiyear contract.
PLATINUM
Google πŸ“ˆ
Google invests €13B in Nordic AI infrastructure and nuclear power.
GOLD
Verizon + Corning
Verizon and Corning sign multi-billion fiber deal for 80M miles of optical capacity.

Tuesday, September 15, 2026

3 Leads 13 Quick Hits
DIAMOND
Bank of America / US Semiconductor Ecosystem πŸ“ˆ
US semiconductor market set to double by 2030 on memory and AI spend.
PLATINUM
Elliott Management / Deutsche Telekom πŸ“ˆ
Elliott takes large stake in Deutsche Telekom. Undervaluation thesis confirmed.
GOLD
Union Square Advisors / Eugene Song
Eugene Song joins Union Square as Managing Director, Secondaries and GP work.

Tuesday, September 15, 2026

3 Leads 12 Quick Hits
DIAMOND
Norwegian Government Pension Fund Global πŸ“ˆ
Norway's $1.3T fund plans to cut $215B in US Treasury holdings.
PLATINUM
Elliott Management / Deutsche Telekom πŸ“ˆ
Elliott acquired a major stake in Deutsche Telekom, citing undervaluation.
GOLD
Ares Management / Japan Logistics Development
Ares closed Japan Logistics Development Partners V LP fund.

Tuesday, September 15, 2026

3 Leads 11 Quick Hits
DIAMOND
ICG Plc πŸ“ˆ
ICG targets €15 billion for sixth European direct lending fund.
PLATINUM
BlackRock πŸ“ˆ
BlackRock private credit fund redemptions ease in Q3; pressure subsiding.
GOLD
Jefferies Credit Partners
Jefferies Credit Partners launches $4 billion European direct lending fund.

Tuesday, September 15, 2026

3 Leads 14 Quick Hits
DIAMOND
Medtronic πŸ“ˆ
Medtronic launches exchange offer to complete MiniMed separation.
PLATINUM
Toro Company πŸ“ˆ
Toro spins off LPG carrier business; stock rises 4% on announcement.
GOLD
GenScript Biotech
GenScript plans spinoff of Probio Technology for Hong Kong listing.

Tuesday, September 15, 2026

3 Leads 13 Quick Hits
DIAMOND
Aon plc πŸ“ˆ
Aon acquired USI Holdings for $17 billion in largest insurance brokerage consolidation.
PLATINUM
KKR acquiring A1 Garage Door Service for $2 billion in branded services consolidation.
GOLD
ONEOK, Inc.
ONEOK paid $4.425 billion for Brazos Midstream's Permian basin assets.

Tuesday, September 15, 2026

3 Leads 12 Quick Hits
DIAMOND
SLB (Schlumberger) πŸ“ˆ
SLB paid $4.1B for Kelvion. Data center cooling is now infrastructure.
PLATINUM
Flex Ltd. πŸ“ˆ
Flex acquired EPC Power. AI data center breadth just expanded hard.
GOLD
ONEOK, Inc.
ONEOK paid $4.425B for Brazos Permian assets. Midstream consolidation holds.

Monday, September 14, 2026

3 Leads 12 Quick Hits
DIAMOND
Angelini Family / Italy πŸ“ˆ
Italian Angelini family deploys $4.1B into U.S. biotech sector.
PLATINUM
Campbell's Soup (CPB) πŸ“ˆ
Campbell's cuts dividend, launches $500M capital reduction plan.
GOLD
Family Office Platforms / Healthcare
Direct family office buy-and-build platforms reshape healthcare M&A lower middle market.

Monday, September 14, 2026

3 Leads 13 Quick Hits
DIAMOND
Norway's Government Pension Fund Global πŸ“ˆ
Norway's $2 trillion fund signals deep cuts to US Treasury holdings.
PLATINUM
Elon Musk / SpaceX πŸ“ˆ
Trump bought SpaceX shares two weeks after blockbuster IPO price.
GOLD
India's National Stock Exchange (NSE)
NSE seeks $46 billion valuation ahead of September IPO launch.

Monday, September 14, 2026

3 Leads 12 Quick Hits
DIAMOND
Norway's Government Pension Fund Global πŸ“ˆ
World's largest sovereign wealth fund cuts U.S. Treasury holdings amid $40T debt.
PLATINUM
CVC Secondary Partners πŸ“ˆ
CVC raised $10 billion for sixth global private equity secondaries fund.
GOLD
Jefferies Group
Jefferies targets €1 billion for private credit secondaries fund in Europe.

Monday, September 14, 2026

3 Leads 14 Quick Hits
DIAMOND
KKR acquired A1 Garage Door Service for $2B, entering residential services.
PLATINUM
Dragoneer Investment Group & Steadfast Group πŸ“ˆ
Dragoneer took Steadfast Group private for AUD$7.7B, Australia's largest deal.
GOLD
ONEOK, Inc.
ONEOK bought Brazos Midstream's Permian assets for $4.425B, expanding midstream.

Monday, September 14, 2026

3 Leads 12 Quick Hits
DIAMOND
SK Hynix πŸ“ˆ
SK Hynix announced $29B share buyback, largest semiconductor capital return.
PLATINUM
Deutsche Bank πŸ“ˆ
Deutsche Bank completed €1.0B buyback, commences new €500M program.
GOLD
Universal Music Group
UMG completed €250M share buyback program on schedule.

Monday, September 14, 2026

3 Leads 13 Quick Hits
DIAMOND
KKR acquiring A1 Garage Door Service for $2.0B in services consolidation play.
PLATINUM
ONEOK, Inc. πŸ“ˆ
ONEOK buys Brazos Midstream Permian assets for $4.425B. Midstream consolidation accelerates.
GOLD
Dragoneer Investment Group
Dragoneer takes Steadfast Group private for AUD $7.7B. Australian insurance consolidation moment.

Monday, September 14, 2026

3 Leads 12 Quick Hits
DIAMOND
SK Hynix πŸ“ˆ
SK Hynix commits $29B to share repurchase, largest chip sector buyback.
PLATINUM
Deutsche Bank πŸ“ˆ
Deutsche Bank completed €1.0B buyback, launches €500M program.
GOLD
Universal Music Group
UMG completes €250M share buyback program ahead of schedule.

Monday, September 14, 2026

3 Leads 12 Quick Hits
DIAMOND
Electronic Arts / Saudi Public Investment Fund πŸ“ˆ
Saudi PIF closes $55B leveraged buyout of Electronic Arts.
PLATINUM
Aon PLC πŸ“ˆ
Aon completes $17B acquisition of USI insurance brokerage.
GOLD
KKR
KKR acquires A1 Garage Door Service for approximately $2B.

Sunday, September 13, 2026

3 Leads 12 Quick Hits
DIAMOND
CVC Secondary Partners πŸ“ˆ
CVC raised $10B for sixth global PE secondaries fund.
PLATINUM
Franklin Templeton πŸ“ˆ
Franklin Templeton closed first CFO fund at $1.5B.
GOLD
Angelini Family Office
Angelini family placed $4.1B in U.S. biotech.

Sunday, September 13, 2026

3 Leads 12 Quick Hits
DIAMOND
Elliott Management / Deutsche Telekom πŸ“ˆ
Elliott takes large stake in Deutsche Telekom amid European telecom consolidation pressure.
PLATINUM
Carl Icahn / JetBlue Airways πŸ“ˆ
Carl Icahn exits JetBlue board as activist scales back $300M+ stake position.
GOLD
GoPro / Markiplier
YouTuber Markiplier becomes GoPro's largest shareholder; stock up 22% in one session.

Sunday, September 13, 2026

3 Leads 12 Quick Hits
DIAMOND
SLB paid $4.1B for Kelvion cooling. Data center infrastructure consolidating.
PLATINUM
Motorola work πŸ“ˆ
Motorola work expanded buyback by $2B. Cash position hardening.
GOLD
Vertiv
Vertiv acquired UtilityInnovation for $1.45B. Power distribution consolidating.

Sunday, September 13, 2026

3 Leads 11 Quick Hits
DIAMOND
Ares Management Corporation πŸ“ˆ
Ares closes Japan Logistics Development Partners V, latest in Asia expansion.
PLATINUM
Hartono Family (Indonesia) πŸ“ˆ
Hartono family shifts at least $1.4B offshore, reshaping Indonesia's wealth.
GOLD
Global Billionaire Wealth Concentration
29 people now control 27% of billionaire wealth. The gap widens.

Sunday, September 13, 2026

3 Leads 13 Quick Hits
DIAMOND
Norway's Government Pension Fund Global πŸ“ˆ
Norway's $2.3T fund cuts $80B in US Treasurys. Bonds lose their albis.
PLATINUM
Google (Alphabet) πŸ“ˆ
Google commits $15.1B to Finland AI infrastructure through 2028.
GOLD
Qualcomm
Qualcomm wins $60B AI chip agreement with Amazon, stock pops 6%.

Sunday, September 13, 2026

3 Leads 12 Quick Hits
DIAMOND
Google / Alphabet πŸ“ˆ
Google commits $15.1B to Finland AI infrastructure through 2028.
PLATINUM
SLB (Schlumberger) πŸ“ˆ
SLB acquires Kelvion for $4.1B to dominate data center thermal.
GOLD
Vertiv Holdings
Vertiv acquires UtilityInnovation for $1.45B base, up to $2.6B.

Sunday, September 13, 2026

3 Leads 13 Quick Hits
DIAMOND
Qualcomm πŸ“ˆ
Qualcomm inks $60B Amazon AI chip deal, unlocks $4B stock option.
PLATINUM
Google πŸ“ˆ
Google commits €13B to Finland AI buildout through 2028.
GOLD
Campbell Soup Company
Campbell's cuts dividend 36%, first cut since 2001.

Sunday, September 13, 2026

3 Leads 13 Quick Hits
DIAMOND
ICG Plc πŸ“ˆ
ICG targets €15 billion for sixth European direct lending fund.
PLATINUM
BlackRock πŸ“ˆ
BlackRock private credit fund redemption pressure eases in Q3.
GOLD
Jefferies Credit Partners
Jefferies Credit Partners launches $4B European direct lending capacity.

Saturday, September 12, 2026

3 Leads 12 Quick Hits
DIAMOND
Norway's Government Pension Fund Global πŸ“ˆ
$2.3T sovereign fund signals retreat from $215B US Treasury position.
PLATINUM
Intermediate Capital Group πŸ“ˆ
ICG targets €15 billion for sixth European direct lending fund.
GOLD
Jefferies Credit Partners
Jefferies Credit Partners closes $4 billion inaugural European direct lending fund.

Saturday, September 12, 2026

3 Leads 12 Quick Hits
DIAMOND
Qualcomm & Amazon πŸ“ˆ
Amazon commits $60B to Qualcomm AI chips over multi-year deal.
PLATINUM
Google (Alphabet) πŸ“ˆ
Google commits €13 billion ($15B) to Finnish AI infrastructure and nuclear power.
GOLD
Verizon & Corning
Verizon and Corning lock multi-billion fiber deal covering 80M miles.

Saturday, September 12, 2026

3 Leads 13 Quick Hits
DIAMOND
National Stock Exchange of India πŸ“ˆ
NSE IPO targets $46B valuation; India's market structure inflection point.
PLATINUM
SLB (Schlumberger Limited) πŸ“ˆ
SLB acquires Kelvion for $4.1B, consolidates data center cooling.
GOLD
Oura Health
Oura going public; insurance partnerships drive 40%+ revenue mix.

Saturday, September 12, 2026

3 Leads 11 Quick Hits
DIAMOND
Apollo Global Management πŸ“ˆ
Apollo negotiates $20B acquisition of J&J's orthopedics unit DePuy Synthes.
PLATINUM
Elliott Management / Air Liquide πŸ“ˆ
Elliott builds Air Liquide stake, demands margin expansion against Linde.
GOLD
KKR & Co.
KKR closes $5.9B Integer Holdings acquisition, anchors healthcare PE.

Saturday, September 12, 2026

3 Leads 12 Quick Hits
DIAMOND
Norges Bank Investment Management πŸ“ˆ
Norway's $2.3T fund signals Treasury exit. Bond safety recalibrated.
PLATINUM
ICG (Intermediate Capital Group) πŸ“ˆ
ICG targets €15B for sixth European direct lending fund.
GOLD
Hermès
Hermès still outpaces Kering and LVMH. Stock premium narrows.

Saturday, September 12, 2026

3 Leads 13 Quick Hits
DIAMOND
ICG Plc πŸ“ˆ
ICG targets €15 billion for sixth European direct lending fund.
PLATINUM
BlackRock πŸ“ˆ
BlackRock private credit fund redemption requests ease in Q3.
GOLD
Jefferies Credit Partners
Jefferies Credit Partners launches $4B European direct lending strategy.

Saturday, September 12, 2026

3 Leads 13 Quick Hits
DIAMOND
Norway's Government Pension Fund Global πŸ“ˆ
Norway signals $80B Treasury dump as largest wealth fund rebalances.
PLATINUM
Apollo Global Management πŸ“ˆ
Apollo circles J&J orthopedics unit in potential $20B transaction.
GOLD
EQT Partners
EQT acquires McGill and Partners specialty brokerage for $2B.

Saturday, September 12, 2026

3 Leads 12 Quick Hits
DIAMOND
Empery Capital / DAT πŸ“ˆ
Activist hedge fund wins proxy fight clearance against DAT transport logistics.
PLATINUM
Braemar Hotels & Resorts πŸ“ˆ
Hotel REIT Braemar faces investor proxy fight as stock tumbles 40% YTD.
GOLD
Better.com / Vishal Garg
ISS backs independent board slate in Better.com proxy fight with founder Garg.

Friday, September 11, 2026

3 Leads 13 Quick Hits
DIAMOND
India National Stock Exchange πŸ“ˆ
NSE IPO targets $46B valuation, launches next week in Asia's largest public offering.
PLATINUM
Franklin Templeton πŸ“ˆ
Franklin closes first CFO fund at $1.5B, private credit continues consolidation.
GOLD
Jefferies
Jefferies targets €1B for private credit secondaries fund in European market expansion.

Friday, September 11, 2026

3 Leads 12 Quick Hits
DIAMOND
Institutional Investors / Tech Sector πŸ“ˆ
Institutional 13F filings show systematic rotation out of mega-cap tech.
PLATINUM
Situational Awareness Fund πŸ“ˆ
$11B AI bet collapsed within 30 days post-13F filing.
GOLD
Tiger Global Management
Chase Coleman's 13F shows $2.8B+ shift toward late-stage growth over infrastructure.

Friday, September 11, 2026

3 Leads 13 Quick Hits
DIAMOND
Norway's Government Pension Fund Global (GPFG) πŸ“ˆ
Norway's SWF to shift $106B from government bonds into alternatives.
PLATINUM
Schlumberger Limited (SLB) πŸ“ˆ
SLB acquires Kelvion for $4.1B, enters data center cooling.
GOLD
Flex Ltd.
Flex to acquire EPC Power, expanding AI data center power capabilities.
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