Capital flows, CMO moves, M&A. Eight editions a day, seven tiers, from the chopped neck.
ISABELLA'S ISLAYTechnology IntelligenceOct 3, 11:02 AM EDT
SpaceX, Tesla and Intel plan Terafab, a Texas AI chip fab with a $16.8 billion first phase and potential investment of up to $119 billion.
ReadingThe CHIPS Act subsidy worked. When you make the math public, capital stops shopping elsewhere.
WatchSite selection, local labor agreements, and the first procurement contracts awarded to non-Asian equipment makers.
HENRI IVM&A IntelligenceOct 3, 11:02 AM EDT
Rexel has entered into an agreement to acquire GCG, a U.S. specialty infrastructure distribution company, from Audax Private Equity for an enterprise value of approximately $1.4 billion.
ReadingDistribution consolidation in infrastructure is not trend. It is the industry reorganizing around who has floor-to-site velocity.
WatchRexel's guidance on margin accretion and whether GCG's customer base moves with the deal or stays loyal to the Audax relationship.
MACALLAN 1926Venture IntelligenceOct 3, 11:02 AM EDT
Investcorp has closed its second North American Private Equity fund with $1.22 billion in commitments, exceeding its $1.1 billion target.
ReadingIf you closed above target in this fundraising cycle, you were already known. New sponsors are still walking into walls.
WatchDeployment pace. Did they raise aggressively and close fast, or did they actually wait for committed capital to arrive?
LOUIS XIIIM&A IntelligenceOct 3, 11:02 AM EDT
GTCR bought PE-backed Tactacam in an over $1 billion deal, marking a secondary transaction in the consumer hardware space.
ReadingWhen secondaries exceed primaries in the same category, you are watching industry rationalization, not growth.
WatchGTCR's post-close roadmap. Will they add features, expand distribution, or fold Tactacam into a larger portfolio play?
PAPPY 23Healthcare IntelligenceOct 3, 11:02 AM EDT
In 2025, global healthcare private equity hit a record $191 billion in deal value, surpassing the 2021 peak, according to Bain & Company.
ReadingPE is chasing revenue stickiness in healthcare, not innovation. They are buying what bills, not what works.
WatchPhysician practice denominator: how many independent practices remain unowned by PE or DSO at year-end 2026?
JOHNNIE BLUECapital MarketsOct 3, 11:02 AM EDT
Bitcoin & Ether ETF Flows
· MSN ↗U.S. spot Bitcoin ETFs staged a sharp turnaround in the third quarter, attracting $6.34 billion in net inflows after losing roughly $5 billion in the second quarter.
ReadingWhen ETF flows reverse hard, inflows are price-following, not price-leading. This is repositioning, not accumulation.
WatchOctober flows. If inflows sustain above $500M per trading day, institutions are actually building. If they drop below that by mid-month, it was a bounce reversion.
WELL POURCapital MarketsOct 3, 11:02 AM EDT
Smart ring maker Oura (OURA) postponed its $2.1 billion IPO, which was scheduled to begin trading on Wednesday.
ReadingWhen a $2B+ IPO walks away from a live window, the window is genuinely bad. Do not assume it reopens by Friday.
WatchRe-filing timeline. If Oura re-registers within 45 days, they are negotiating repricing. If 60+ days pass silent, they are back to quiet discussions with private capital.
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