Capital flows, CMO moves, M&A. Eight editions a day, seven tiers, from the chopped neck.
ISABELLA'S ISLAYM&A IntelligenceSep 28, 5:03 AM EDT
BlackRock and IFM Investors are in exclusive talks for a $25 billion data center acquisition, extending BlackRock's massive AI infrastructure footprint.
ReadingThis deal confirms AI infrastructure is now prime institutional capital. No other category attracts $25B conversations anymore.
WatchWhich other hyperscaler now needs to partner with foreign capital because domestic sources just got locked out.
HENRI IVM&A IntelligenceSep 28, 5:03 AM EDT
Flex announced the new company name for its planned cloud and power infrastructure spin-off and filed Form 10 registration statement, expecting both entities to operate as independent publicly traded companies.
ReadingSeparation confirms Flex's core business is now supply chain, not manufacturing. Axiom becomes the AI infrastructure play.
WatchAxiom's first earnings call. Margin guidance will tell you if Flex underpriced the separation.
MACALLAN 1926Luxury SectorSep 28, 5:03 AM EDT
Christie's has secured the Herbert Lust collection, estimated above $50 million, featuring a $20 million–$30 million Alberto Giacometti sculpture, heading to sale in November.
ReadingChristie's is now the default venue for estate liquidity above $10 million. The competition can bid on everything else.
WatchSotheby's next major estate win. If it's under $30 million, the market has spoken.
LOUIS XIIITechnology IntelligenceSep 28, 5:03 AM EDT
Vertiv Holdings agreed to acquire King Environmental Services Ltd., expanding its fluid management and testing capabilities for AI data center cooling.
ReadingThermal management is becoming as critical as power in data center capex. Vertiv is consolidating the supply chain.
WatchWhich power infrastructure company makes the same move next quarter. Redundancy is no longer tolerable.
PAPPY 23Capital MarketsSep 28, 5:03 AM EDT
AZZ outlined its growth strategy and updated financial outlook during a Sidoti investor presentation, highlighting strong demand from infrastructure and data center projects alongside acquisition priorities.
ReadingAZZ's guidance lift signals industrial suppliers have moved from recovery into structural shortage. Pricing power is real.
WatchAZZ's next quarterly earnings. Margin expansion in September usually means October procurement panic.
JOHNNIE BLUECapital MarketsSep 28, 5:03 AM EDT
The primary market enters a busy week with 20 new IPO issues projected to raise approximately Rs 697 crore, with 16 small and medium enterprise offerings alongside larger mainboard listings including SRIT India's Rs 218 crore offering.
ReadingSME IPO supply in India signals underwriters are pushing inventory before year-end. Demand has not changed. Timing has.
WatchSubscription ratios on SRIT India's mainboard offering. If the largest issue gets oversubscribed under 5x, demand warning stands.
WELL POURFinancial IntelligenceSep 28, 5:03 AM EDT
Forbes now estimates President Donald Trump's fortune at approximately $7 billion, down $300 million from its 2025 Forbes 400 valuation, with declines driven by Trump Media and cryptocurrency holdings.
ReadingTrump's asset mix is now a proxy for retail sentiment. When retail wealth concentrates in one name, downside is asymmetric.
WatchTrump Media's next quarterly filing. Cash burn and subscriber metrics will confirm whether the valuation collapse reflects fundamentals or sentiment.
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