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Markets Edge

Issued Tuesday, September 15, 2026 · 15:00 UTC Edition 8/day editions · 6 papers From the chopped neck Latest Issue Archive Corporate AccountsArt Forgotten
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Ranked by the pour ISABELLA'S ISLAY HENRI IV MACALLAN 1926 LOUIS XIII PAPPY 23 JOHNNIE BLUE WELL POUR
Also crossing the wire
ISABELLA'S ISLAYUS semiconductor market set to double by 2030 on memory and AI spendHENRI IVElliott takes large stake in Deutsche Telekom. Undervaluation thesis confirmedMACALLAN 1926Eugene Song joins Union Square as Managing Director, Secondaries and GP workLOUIS XIIITeradyne opens Bengaluru office. India's chip capacity infrastructure is moving fasterPAPPY 23ON Semiconductor Investor Day ahead. TAM expansion to $213B signals reratingJOHNNIE BLUECrypto ETFs pull $6.8B in six weeks. Institutional floor confirmedWELL POURHartford EM Fund posts positive Q2 2026 on Asian tech strength. China sentiment shift beginningISABELLA'S ISLAYUS semiconductor market set to double by 2030 on memory and AI spendHENRI IVElliott takes large stake in Deutsche Telekom. Undervaluation thesis confirmedMACALLAN 1926Eugene Song joins Union Square as Managing Director, Secondaries and GP workLOUIS XIIITeradyne opens Bengaluru office. India's chip capacity infrastructure is moving fasterPAPPY 23ON Semiconductor Investor Day ahead. TAM expansion to $213B signals reratingJOHNNIE BLUECrypto ETFs pull $6.8B in six weeks. Institutional floor confirmedWELL POURHartford EM Fund posts positive Q2 2026 on Asian tech strength. China sentiment shift beginning
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ISABELLA'S ISLAY Capital Markets Sep 15, 11:02 AM EDT
Bank of America / US Semiconductor Ecosystem
Yahoo Finance ↗

US semiconductor market set to double by 2030 on memory and AI spend

Bank of America raised its semiconductor equipment outlook as stronger memory demand and server investment reshape the industry's capital-spending cycle.

ReadingThis is not a forecast. It is a capital budget restatement. Infrastructure money follows inevitably.
WatchWatch which equipment suppliers report order books first. They will confirm or contradict this thesis by Q4.
Read full analysis → Original ↗
semiconductorscapital marketsaiinfrastructure
HENRI IV M&A Intelligence Sep 15, 11:02 AM EDT
Elliott Management / Deutsche Telekom
Yahoo Finance ↗

Elliott takes large stake in Deutsche Telekom. Undervaluation thesis confirmed

Elliott Management acquired a large position in Deutsche Telekom, citing stable cash flow and significant undervaluation as the primary investment thesis.

ReadingTelecom assets with stable cash flows are moving into activist portfolios. This is the revaluation play for the next 18 months.
WatchWatch whether Deutsche Telekom preempts a full campaign by announcing a dividend increase or strategic review within 60 days.
Read full analysis → Original ↗
activismtelecomvaluationcapital allocation
MACALLAN 1926 Executive Appointments Sep 15, 11:02 AM EDT
Union Square Advisors / Eugene Song
Yahoo Finance ↗

Eugene Song joins Union Square as Managing Director, Secondaries and GP work

Union Square Advisors announced that Eugene Song joined as Managing Director and Head of Secondaries and GP work practice.

ReadingSecondaries practices are becoming dealflow functions, not advisory sidelines. Teams are being built accordingly.
WatchTrack whether Union Square announces secondaries platform funding or partnerships within 90 days.
Read full analysis → Original ↗
investment bankingsecondariesprivate equitystaffing
LOUIS XIII Technology Intelligence Sep 15, 11:02 AM EDT
Teradyne / India Semiconductor Ecosystem
Yahoo Finance ↗

Teradyne opens Bengaluru office. India's chip capacity infrastructure is moving faster

Teradyne announced the opening of an office in Bengaluru focused on supporting semiconductor manufacturing, including chip fabrication, packaging, testing and electronics.

ReadingEquipment vendors are geographically repositioning ahead of government capacity bets. This is confirmation the India fab ecosystem is real, not aspirational.
WatchWatch whether other test equipment suppliers announce India presence within six months.
Read full analysis → Original ↗
indiasemiconductorsmanufacturingexpansion
PAPPY 23 Technology Intelligence Sep 15, 11:02 AM EDT
On Semiconductor / Investor Day 2026
Seeking Alpha ↗

ON Semiconductor Investor Day ahead. TAM expansion to $213B signals rerating

On Semiconductor's Investor Day 2026 could re-rate the stock ahead as the company's TAM surges to $213B and Synaptics boosts growth expectations.

ReadingThe re-rate happens before Investor Day ends. The event confirms what the market already priced.
WatchWatch whether ON guides specifically to Synaptics synergies or keeps guidance generalized.
Read full analysis → Original ↗
semiconductorsinvestor relationsguidancemarket cap
JOHNNIE BLUE Capital Markets Sep 15, 11:02 AM EDT
Crypto ETF Market / Institutional Adoption
Yahoo Finance ↗

Crypto ETFs pull $6.8B in six weeks. Institutional floor confirmed

Crypto ETFs attracted $6.8 billion over six consecutive weeks, with BlackRock's IBIT capturing $3.4 billion. Fund inflows have reached their highest level since October 2025, according to BofA.

ReadingCrypto allocation is becoming a portfolio mechanics question, not a conviction play. Steady-state capital will dominate.
WatchWatch whether Ethereum ETF flows match or lag Bitcoin ETF flows this quarter.
Read full analysis → Original ↗
cryptoetfscapital flowsinstitutional adoption
WELL POUR Capital Markets Sep 15, 11:02 AM EDT
Hartford Emerging Markets Equity Fund / Asian Tech Gains
Seeking Alpha ↗

Hartford EM Fund posts positive Q2 2026 on Asian tech strength. China sentiment shift beginning

Hartford Emerging Markets Equity Fund posted positive Q2 2026 returns driven by strong Asian tech gains.

ReadingEM flows are no longer uniformly negative. Regional differentiation is forming.
WatchWatch whether Hartford increases Asian tech weighting in Q3 or maintains current allocation.
Read full analysis → Original ↗
emerging marketsasiatechfund performance
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