← Back to Archive

Latest Issues

90 issues found

Tue, August 4, 2026 20 items
DIAMOND
SpaceX
SpaceX IPO debuts, then trades below $135 within weeks.
PLATINUM
Kering
Gucci beat sends Kering up 16.9%. Hermès stumbles on comparison.
GOLD
LVMH
LVMH fashion division returns to growth, shares move 2% higher.
SILVER
LEAP India
LEAP India IPO targets ₹2,480 crore at ₹151–159 per share.
STEEL
Luxury Real Estate Market
Luxury homes sell faster. Starter homes accumulate inventory.
Tue, August 4, 2026 19 items
DIAMOND
KKR / Vistra
KKR backs $10B AI infrastructure bet with power giant Vistra.
PLATINUM
SPS Commerce
SPS Commerce explores sale under activist pressure from unnamed investors.
GOLD
Ionic Digital / Sachem Head
Sachem Head takes 6.9% stake in miner Ionic as AI infrastructure demand soars.
SILVER
Oasis / IIJ
Hong Kong's Oasis acquires ¥36.4B stake in IIJ, becomes third-largest holder.
STEEL
Elliott Management
Elliott exits two tech stocks, doubles down on Hewlett Packard Enterprise stake.
Tue, August 4, 2026 19 items
DIAMOND
Microsoft
Azure revenue crossed $100B annualized. The infrastructure bet paid.
PLATINUM
SPS Commerce
SPS Commerce explores sale as activist investor raises pressure. $2B+ expected range.
GOLD
Ionic Digital
Sachem Head takes 6.9% stake in Ionic Digital. AI infrastructure pivot gains legitimacy.
SILVER
Oasis (Hong Kong)
Oasis acquired 7.48% of IIJ for ¥36.4B. Third-largest shareholder status claimed.
STEEL
Elliott Management
Elliott exits two tech stocks, doubles down on Hewlett Packard Enterprise position.
Mon, August 3, 2026 20 items
DIAMOND
Adams Street Partners
Adams Street raised $5B+ for secondaries as family offices shift from buyers to sellers.
PLATINUM
State Farm Mutual
State Farm paid out $5B in auto dividend. Price floors just shifted.
GOLD
Conagra Brands
Conagra cut guidance and dividend after Q1 miss. Shelf space reset incoming.
SILVER
Family Office Asset Pools
Family offices growing in size and number. Asset pools expanding double-digit annually.
STEEL
Monroe Capital
Monroe Capital cut dividend 64%. The BDC credit book is stressed.
Mon, August 3, 2026 20 items
DIAMOND
Elliott Management / Lululemon
Elliott builds stakes across tech and retail as activist rotation accelerates.
PLATINUM
SPS Commerce
SPS Commerce explores sale after activist pressure intensifies.
GOLD
Ionic Digital / Sachem Head
Sachem Head takes 6.9% stake in miner pivoting to AI infrastructure.
SILVER
Infomart
Infomart climbs on activist shareholder stake disclosure speculation.
STEEL
JPMorgan Chase
JPMorgan dumps proxy advisors for internal AI tool, clearing governance layer.
Mon, August 3, 2026 20 items
DIAMOND
SpaceX
SpaceX enters earnings week with post-IPO stock under pressure.
PLATINUM
Jersey Mike's Subs
Jersey Mike's raised $1B at $7.3B valuation in opening week IPO.
GOLD
Sovereign Wealth Funds / Global Asset Allocators
Sovereign funds shift $billions from public markets to private AI infrastructure.
SILVER
Reformation (IPO)
Reformation's IPO underperformed in the same week Jersey Mike's raised $1B.
STEEL
Auction Houses (Christie's and Sotheby's)
Christie's and Sotheby's posted record first-half sales: $2.5B recovery driven by trophy lots.
Mon, August 3, 2026 20 items
DIAMOND
Taiwan Semiconductor Manufacturing Company (TSMC)
TSMC's Arizona bet reaches $100B, reshaping U.S. chip capacity for a decade.
PLATINUM
Linde plc
Linde commits $1B Phoenix build-out; semiconductor gas supply now anchored stateside.
GOLD
Bitcoin and Ethereum ETF Complex
Ethereum ETFs attracting $700M+ institutional flows; Bitcoin flows reversing direction.
SILVER
Texas Microchip Manufacturing Corridor
Texas lures high-profile chip firms with incentives; Arizona subsidy arbitrage begins.
STEEL
Eagle Materials Inc. (NYSE: EXP)
Eagle Materials declassifies board, grants 25% special meeting threshold; shareholder pressure activates.
Mon, August 3, 2026 20 items
DIAMOND
SpaceX
SpaceX files first earnings report ahead of IPO pricing week.
PLATINUM
Jersey Mike's Subs
Jersey Mike's raised $1B at $7.3B valuation in IPO pricing.
GOLD
Private Credit Market
Direct lending activity fell while private credit firms raised record AUM.
SILVER
Fresno City Retirement
Fresno City Retirement moved beyond direct lending into broader private credit.
STEEL
Connecticut Pension Funds
Connecticut pension funds achieved 14.0% returns in calendar year 2025.
Mon, August 3, 2026 20 items
DIAMOND
Global Corporate Bond Markets
Corporate bond issuance forecast hits $2.3T by 2032, reshaping capital markets.
PLATINUM
Financial Technology & Corporate Debt Market
Hyperscaler debt binge pushes yields 2.5% higher as investor demand cools.
GOLD
EIT Environmental Development
EIT Environmental Development opens $150M corporate bond subscriptions.
SILVER
Family Office Investment Strategy
Nearly 40% of family offices plan to increase equity allocations.
STEEL
GreenBear Capital (Family Office)
GreenBear family office taps secondaries market for portfolio restructuring.
Mon, August 3, 2026 20 items
DIAMOND
LVMH Moët Hennessy Louis Vuitton
LVMH sales rise as US luxury holds despite Middle East softness.
PLATINUM
Prada
Prada posts higher first-half earnings on strong sales momentum.
GOLD
Neurocrine Biosciences
Neurocrine quantifies $575M Soleno acquisition impact on pipeline.
SILVER
Eagle Materials
Eagle Materials declassifies board, enabling 25% activist meeting rights.
STEEL
Cavco Industries
Cavco shareholders re-elect all nine directors in proxy contest result.
Mon, August 3, 2026 20 items
DIAMOND
SpaceX
SpaceX reports first earnings; markets await revenue trajectory clarity.
PLATINUM
Jersey Mike's Subs
Jersey Mike's raises $1B at $7.3B valuation; six IPOs, two SPACs price.
GOLD
Thales / Exail Technologies
Thales signs tender offer for drone maker Exail; defense consolidation tightens.
SILVER
argenx / Forte Biosciences
argenx plans tender offer for FBRX; biopharma consolidation accelerates.
STEEL
EQT / Kakaku.com
EQT extends Kakaku.com tender offer period to August 17; acquisition process lengthens.
Sun, August 2, 2026 19 items
DIAMOND
Stripe / Advent International / PayPal
Stripe and Advent bid $53B for PayPal. Payments consolidation enters endgame.
PLATINUM
Electronic Arts / Saudi Arabia / Multiple PE Groups
EA's $55B sale to Saudi Arabia clears all regulatory approvals.
GOLD
Jersey Mike's / Blackstone
Jersey Mike's IPO hits $8B valuation after Blackstone cost cuts.
SILVER
Bain Capital / Vitabiotics
Bain Capital acquires UK nutraceuticals Vitabiotics for over $1B.
STEEL
Harbourfront Wealth Group
Harbourfront Wealth returns $1B to shareholders after PE backing.
Sun, August 2, 2026 19 items
DIAMOND
Stripe / Advent International / PayPal
Stripe and Advent bid $53B for PayPal, resetting fintech's value anchor.
PLATINUM
Electronic Arts
EA's $55B Saudi-PE takeover clears all regulatory gates this week.
GOLD
Blackstone / Jersey Mike's Subs
Jersey Mike's IPO priced at $8B after Blackstone cost-cuts the playbook.
SILVER
Bain Capital / Vitabiotics
Bain Capital closes $1B+ nutraceuticals play across UK-anchored supply.
STEEL
Wealth Enhancement Group / Carlyle / Bain Capital
Carlyle, Bain bid $7B for $160B RIA as PE consolidation guns forward.
Sun, August 2, 2026 19 items
DIAMOND
Comcast
Comcast spins NBCUniversal into standalone entity with Sky operations.
PLATINUM
Kering
Gucci narrowed loss to 2% decline; Kering rallies 11% on turnaround signal.
GOLD
Flex Ltd.
Flex names leadership for cloud and power infrastructure spinoff.
SILVER
UBS
UBS posts strong Q2 revenue, announces share buybacks as Credit Suisse integration nears completion.
STEEL
Garmin
Garmin updates Q2 2026 share repurchase execution across six operating segments.
Sun, August 2, 2026 20 items
DIAMOND
Ares Management
Ares bundles €3 billion of private credit for secondaries sale.
PLATINUM
Hermès
Hermès holds margins while LVMH and Kering miss forecasts. Scarcity model shields.
GOLD
Fresno City Retirement
Fresno City Retirement expands private credit beyond direct lending strategy.
SILVER
Connecticut Pension Funds
Connecticut pension funds posted 14.0% returns in calendar 2025.
STEEL
US Direct-Lending Market
Direct-lending volume falls as private credit firms raise record $36B+ in Q2.
Sun, August 2, 2026 20 items
DIAMOND
Telus Corp.
Telus cuts dividend 55% under new CEO Victor Dodig, signals structural reset.
PLATINUM
Flowers Foods
Flowers Foods cuts dividend for first time in 24 years post-$846.2M acquisition.
GOLD
Paramount-Skydance / Warner Bros. Discovery
Paramount launches proxy fight, extends WBD tender deadline to February 20.
SILVER
Yanne Capital
Family office capital rotation tracked across growth equity, private credit, direct deals.
STEEL
Fairbridge Asset Management
Fairbridge presents real estate private credit allocation strategy at Family Office Club summit.
Sun, August 2, 2026 20 items
DIAMOND
Moody's Ratings
Moody's downgraded US sovereign debt for first time since 1917.
PLATINUM
Telus Corp.
Telus cut dividend by 55% under new CEO Victor Dodig.
GOLD
LVMH
LVMH Q2 sales hit $22.2B, fashion unit posts first growth in two years.
SILVER
Ares Management
Ares identified AI, private credit, and secondaries as key growth vectors.
STEEL
Conagra Brands
Conagra cut dividend and issued weak guidance for fiscal 2027.
Sun, August 2, 2026 20 items
DIAMOND
SpaceX
SpaceX stock fell below $135 IPO price in one month. The gravity is real.
PLATINUM
Comcast
Comcast spins NBCUniversal. Stock soars. The holding company model finally breaks.
GOLD
Jersey Mike's Subs
Jersey Mike's heads to IPO at $8B valuation after Blackstone cost cuts.
SILVER
Flex Ltd.
Flex spins cloud and power infrastructure unit. Leadership named. Execution begins.
STEEL
U.S. Public Companies
SEC cybersecurity filings hit 1,500+ in first year. Disclosure is now standard.
Sun, August 2, 2026 19 items
DIAMOND
Stripe & Advent International
Stripe and Advent bid $53B for PayPal, restructuring payments hierarchy.
PLATINUM
Electronic Arts
EA's $55B sale to Saudi Arabia and PE clears final regulatory hurdle.
GOLD
Harbourfront Wealth Group
Harbourfront returns $1B to shareholders after Boston PE investment.
SILVER
Private Equity (RIA Bidding War)
Two PE giants race for $160B Minneapolis RIA in $7B deal.
STEEL
LVMH
LVMH fashion unit posts first organic sales rise in two years.
Sat, August 1, 2026 20 items
DIAMOND
Meta
Zuckerberg's wealth drops $18B as Meta free cash flow collapses 91%.
PLATINUM
SpaceX
SpaceX stock trading below $135 IPO price one month after public launch.
GOLD
Jersey Mike's
Jersey Mike's IPO prices at $8B valuation after Blackstone restructured costs.
SILVER
Telus
Telus cuts dividend 55% and signals asset sales under new CEO Victor Dodig.
STEEL
Oracle
Oracle loses $66B in value as AI spending arms race strains balance sheet.
Sat, August 1, 2026 19 items
DIAMOND
Korea Investment Corporation
South Korea launches strategic sovereign fund within KIC worth W20 trillion-plus.
PLATINUM
Gulf Sovereign Wealth Funds
Gulf funds buying AI infrastructure backbone—data centers, semiconductors, billions redirected.
GOLD
Thales SA
Thales signed tender offer to acquire drone maker Exail Technologies.
SILVER
SoftBank Group / BALYO
SoftBank files public tender offer for BALYO, board establishes ad hoc committee.
STEEL
GIC (Government of Singapore Investment Company)
Singapore's GIC allocates $30 billion to hedge funds, reinforces AI infrastructure bet.
Sat, August 1, 2026 18 items
DIAMOND
Stripe and Advent International
Stripe and Advent bid $53B for PayPal. The payments consolidation begins.
PLATINUM
Electronic Arts
EA's $55B Saudi Arabia and private equity sale clears regulators next week.
GOLD
Harbourfront Wealth Group
Harbourfront Wealth returns $1B to shareholders after private equity stake.
SILVER
Epic Piping
Epic Piping and two other Louisiana firms sold to PE. The industrial buyout wave arrives.
STEEL
SEC - Cybersecurity Incident Filings
First year of SEC cybersecurity incident reporting reveals material breach disclosure patterns.
Sat, August 1, 2026 20 items
DIAMOND
LVMH
LVMH Fashion unit returns to growth after two years flat. $22.2B quarter signals.
PLATINUM
Kering
Gucci beats forecast. Kering stock rallies 11%. Rivals left standing.
GOLD
RealReal
RealReal earnings moment arrives. Luxury resale demand under scrutiny.
SILVER
Greenwich Luxury Real Estate Market
Greenwich luxury sales heading for record year. Stock rally unlocks wealth effect.
STEEL
U.S. Housing Market
Luxury homes move fast. Starter homes pile up. Market fractures along wealth line.
Sat, August 1, 2026 19 items
DIAMOND
Nvidia & OpenAI
Nvidia and OpenAI negotiating $250B AI infrastructure backstop deal.
PLATINUM
AMD & Core Scientific
AMD strikes $14B AI infrastructure deal with Core Scientific, option to 2.5 GW.
GOLD
Pentair
Pentair acquires data center business for $1.4B, expands cooling portfolio.
SILVER
Axe Compute
Axe Compute secures $1.5B in AI infrastructure financing.
STEEL
Ares Management
Ares Management records $36B in private credit Q2 demand, record fundraising.
Sat, August 1, 2026 20 items
DIAMOND
Thales / Exail Technologies
Thales advances €1.2B acquisition of Exail with tender offer agreement.
PLATINUM
Christie's / Sotheby's
Art auction houses post $2.5B combined first-half rebound on trophy lots.
GOLD
Conagra Brands
Conagra cuts dividend and misses guidance, signaling margin headwinds ahead.
SILVER
Monroe Capital
Monroe Capital slashes dividend 64%, signals portfolio deterioration.
STEEL
NatWest Group
NatWest raises FY guidance and accelerates capital return program.
Sat, August 1, 2026 20 items
DIAMOND
Electronic Arts
EA's $55B Saudi-private equity sale clears all regulatory approvals.
PLATINUM
Comcast
Comcast spins off NBCUniversal and Sky in restructuring move.
GOLD
Pentair
Pentair acquires data center assets for $1.4B to enter AI infrastructure.
SILVER
TECfusions
TECfusions goes public via $4B SPAC to scale AI data centers.
STEEL
Flex Ltd.
Flex names full leadership for cloud and power infrastructure spinoff.
Sat, August 1, 2026 19 items
DIAMOND
Comcast
Comcast spins NBCUniversal into standalone with Sky as crown jewel.
PLATINUM
Thales Group
Thales acquires drone maker Exail via tender offer agreement.
GOLD
Pentair
Pentair spends $1.4B to acquire data center cooling assets.
SILVER
TPG & Netrality Data Centers
TPG pursues Netrality data center acquisition valued up to $3B.
STEEL
Flex Ltd.
Flex appoints dual leadership teams for cloud and power infrastructure spinoff.
Fri, July 31, 2026 19 items
DIAMOND
Ares Management
Ares moves $3.4B of private credit secondaries in largest fund sale.
PLATINUM
Comcast
Comcast spins NBCUniversal into new standalone entity amid streaming reset.
GOLD
Kering
Gucci beats forecast, Kering stock set to gain 10% on Wednesday.
SILVER
Flex Ltd.
Flex names leadership for cloud spinoff entity ahead of separation.
STEEL
Genesco Inc.
Genesco shareholders re-elect all nine board directors after proxy challenge.
Fri, July 31, 2026 19 items
DIAMOND
Global Sovereign Wealth Funds
Sovereign wealth funds now manage $16 trillion, demand legal clarity on mandates.
PLATINUM
Elliott Investment Management & PepsiCo
Elliott takes $4 billion stake in PepsiCo, demands operational change.
GOLD
Singapore GIC
GIC allocates $30 billion to hedge funds, doubles down on AI deployment.
SILVER
Canada Sovereign Wealth Fund
Canada launches first sovereign wealth fund with C$25 billion initial endowment.
STEEL
Sachem Head Capital & Ionic Digital
Activist Sachem Head acquires 6.9% of Ionic Digital, pivots miner to AI infrastructure.
Fri, July 31, 2026 19 items
DIAMOND
UBS
UBS wealth management lifts results as Credit Suisse integration nears completion.
PLATINUM
Popular, Inc.
Popular announces $1B buyback and dividend hike as CEO retires.
GOLD
Soitec
Soitec renews share buyback program for semiconductor innovation cycle.
SILVER
Zepto
Zepto negotiating IPO pricing; may defer listing over next weeks.
STEEL
Yanne Capital
Yanne Capital publishes H2 2026 family office allocation watch.
Fri, July 31, 2026 19 items
DIAMOND
Canada Ministry of Finance
Canada launches first sovereign wealth fund with C$25B endowment.
PLATINUM
Taiwan Semiconductor Manufacturing
TSMC commits $100B more to U.S. capacity, raising Arizona spend to $265B.
GOLD
Singapore's GIC
GIC allocates $30B to hedge funds, signals AI portfolio pivot.
SILVER
South Korea Ministry of Science
South Korea commits ₩800 trillion ($517.9B) to southwest semiconductor cluster.
STEEL
Thales Group
Thales files tender offer for drone maker Exail Technologies.
Fri, July 31, 2026 19 items
DIAMOND
Electronic Arts
EA's $55B Saudi-backed deal clears regulatory hurdles, closes next week.
PLATINUM
Blue Owl Capital
Blue Owl's AUM hits $319B as private credit redemptions ease.
GOLD
Harbourfront Wealth Group
Boston PE funds $1B distribution to Harbourfront advisors after acquisition.
SILVER
Minneapolis-based RIA (unnamed)
Two PE megafunds bid $7B for $160B AUM advisory platform.
STEEL
Moody's Ratings
Moody's downgrades US sovereign rating to Aa1; flags bank profitability risks.
Fri, July 31, 2026 19 items
DIAMOND
Electronic Arts
EA's $55B Saudi-PE sale clears final regulatory hurdles this week.
PLATINUM
BlackRock / MGX / Aligned Data Centers
BlackRock consortium commits $5B more to Aligned Data Centers post-acquisition.
GOLD
Pentair PLC
Water company Pentair bought Taco for $1.4B to serve AI data center demand.
SILVER
TECfusions
TECfusions SPAC'd for $4B on back of North America's largest AMD AI cluster.
STEEL
ProLogium
Solid-state battery maker ProLogium SPACs for France gigawatt factory.
Fri, July 31, 2026 19 items
DIAMOND
BlackRock / MGX / Aligned Data Centers
BlackRock consortium commits $5B to Aligned after acquisition close.
PLATINUM
TPG / Netrality Data Centers
TPG pursuing Netrality Data Centers acquisition for up to $3B.
GOLD
Pentair
Water company Pentair acquires Taco Group for $1.4B to scale data center business.
SILVER
TECfusions / Apex Treasury
Data center operator TECfusions plans $4B SPAC merger with Apex Treasury.
STEEL
Mumbai Real Estate Market
Mumbai luxury homes over ₹10 crore hit ₹18,512 Cr in H1 2026, up 12%.
Fri, July 31, 2026 20 items
DIAMOND
Elliott Investment Management / PepsiCo
Elliott took $4B stake in PepsiCo, signaling margin model reset.
PLATINUM
Kering / Gucci
Kering rallied 11% on Gucci's surprise beat. Rivals did not.
GOLD
Sotheby's / Christie's
Auction houses posted $10B in H1 sales. Tech wealth velocity is the driver.
SILVER
Sachem Head / Ionic Digital
Sachem Head backed Ionic's $400M raise as bitcoin miner pivots to AI.
STEEL
Moody's
Moody's downgraded 10 banks, flagged 6 more on profitability stress.
Thu, July 30, 2026 20 items
DIAMOND
Airbus / Leonardo / Thales
EU space consolidation hits regulatory paradox: demands both merger and unbundling.
PLATINUM
Ares Management
Ares moves $3.4B credit secondaries deal, largest private credit sale on record.
GOLD
DigitalBridge Partners III
DigitalBridge closes $11.7B infrastructure fund as AI deployment accelerates.
SILVER
Ionic Digital
Sachem Head takes 6.9% of bitcoin miner pivoting to AI infrastructure.
STEEL
BBVA
BBVA launches €2B buyback after Q2 profit beat expectations.
Thu, July 30, 2026 19 items
DIAMOND
Meta / Nebius
Meta commits $27B to Nebius for AI compute over five years.
PLATINUM
Abu Dhabi Sovereign Wealth Funds
UAE capital to India now exceeds $25B since 2000; 70% of Gulf inflow.
GOLD
AMD / Core Scientific
AMD secures $14B AI infrastructure deal with 500 MW capacity by 2027.
SILVER
Verizon / Google
Verizon signs $1B dark fiber deal with Google for AI connectivity.
STEEL
Genesco Inc.
Genesco re-elects all nine directors; ISS, Glass Lewis, Egan-Jones align.
Thu, July 30, 2026 19 items
DIAMOND
BlackRock / MGX Consortium
BlackRock-backed group commits $5B growth capital to Aligned Data Centers.
PLATINUM
Pentair
Water company Pentair deploys $1.4B to enter data center cooling.
GOLD
TECfusions
AI data center operator TECfusions targets $4B SPAC public listing.
SILVER
TPG
TPG pursues Netrality Data Centers acquisition for up to $3B.
STEEL
Yanne Capital
Yanne Capital tracks family office rotation into private credit and growth equity.
Thu, July 30, 2026 20 items
DIAMOND
Taiwan Semiconductor Manufacturing Company
TSMC commits $100B more to Arizona fabs after Q2 results.
PLATINUM
Infineon Technologies
Infineon opens world's largest power semiconductor fab with $5.7B investment.
GOLD
UBS AG
UBS posts strong Q2 revenue, announces share buybacks post-Credit Suisse close.
SILVER
Verizon
Verizon scores $1B Google deal for AI data center dark fiber connectivity.
STEEL
UBS, KIDZ AI, Physitrack, Soitec, Crazy Woman Creek Bancorp
Share buyback surge signals capital confidence across sectors despite rate volatility.
Thu, July 30, 2026 20 items
DIAMOND
Auction Houses Sector
Christie's and Sotheby's post $2.5B in combined first-half sales.
PLATINUM
BBVA
BBVA posts €6.1B in H1 profit, announces €2B share buyback.
GOLD
LVMH
LVMH misses earnings estimates; Kering and Hermès await market verdict.
SILVER
UBS
UBS posts strong Q2 revenue, announces fresh share buyback program.
STEEL
Shell
Shell commences share buyback; capital discipline strategy in motion.
Thu, July 30, 2026 18 items
DIAMOND
Stripe / Advent International
Stripe and Advent bid $53B for PayPal, reshaping payments consolidation.
PLATINUM
SpaceX / xAI
SpaceX acquired xAI for $250B, masking the broader PE exit slowdown.
GOLD
Registered Investment Advisor (Minneapolis)
PE bidding war targets $160B RIA asset manager in $7B deal.
SILVER
Harbourfront Wealth Group
Harbourfront returns $1B to shareholders after Boston PE investment.
STEEL
Ares Management / Leonard Green & Partners
Ares in talks to acquire Leonard Green, reshaping alternative asset consolidation.
Thu, July 30, 2026 19 items
DIAMOND
SpaceX / xAI
SpaceX acquired xAI for $250B, reshaping private market exits.
PLATINUM
DCC Energy
ECP and KKR paid $7.7B for DCC Energy, consortium model in energy.
GOLD
Harbourfront Wealth Group
U.S. PE returned $1B to Harbourfront shareholders post-acquisition.
SILVER
Brookfield Middle East PE Fund
Brookfield closed $2B first close on Middle East PE fund.
STEEL
Blue Owl Capital / UBS
UBS triggered withdrawals from Blue Owl flagship consumer credit fund.
Thu, July 30, 2026 19 items
DIAMOND
AIP, MGX, and BlackRock's GIP
Three investors closed $40B acquisition of Aligned Data Centers.
PLATINUM
Pentair
Water systems maker Pentair paid $1.4B for data center cooling.
GOLD
TPG
TPG pursuing data center acquisition for up to $3B.
SILVER
Jersey Mike's Subs
Jersey Mike's IPO launching this week, first fast-casual sub chain public.
STEEL
BlackRock Aligned Data Centers
BlackRock-backed group commits $5B for Aligned expansion post-acquisition.
Wed, July 29, 2026 19 items
DIAMOND
Private Markets Secondaries Sector
Secondaries market surges as IPO drought persists into 2025.
PLATINUM
Ares Management
Ares bundles €3 billion of private credit for secondaries exit.
GOLD
argenx
Argenx to acquire Forte Biosciences (FBRX) via tender offer.
SILVER
GreenBear Capital
Family office GreenBear taps secondaries in $100M+ portfolio revamp.
STEEL
SEC Regulatory Environment
SEC exemptive order authorizes accelerated tender offers, widening M&A toolkit.
Wed, July 29, 2026 19 items
DIAMOND
Elliott Investment Management
Elliott blocks Toyota's $11B+ buyout of Toyota Industries with 6.7% stake.
PLATINUM
Elliott Investment Management
Elliott takes $4B stake in PepsiCo, demands operational restructuring.
GOLD
Grant Thornton Advisors
Grant Thornton takes CBIZ private for $3B in professional services consolidation.
SILVER
Brookfield Asset Management
Brookfield closes $2B first fund for Middle East private equity strategy.
STEEL
Private Credit Market
U.S. direct lending fell sharply in Q2 even as fundraising rebounded.
Wed, July 29, 2026 19 items
DIAMOND
PepsiCo
Elliott Management took $4B stake in PepsiCo, calls for operational change.
PLATINUM
Toyota Motor / Toyota Industries
Elliott stakes Toyota buyout of group firm. Buyout now faces new friction.
GOLD
Kering / Gucci
Gucci beat sparked Kering shares up 11% as luxury segment steadies.
SILVER
Alkami Technology
Jana Partners pushes Alkami toward a sale or operational reset.
STEEL
Xerox Holdings / Multiple
Activists now monitoring Xerox, Metalla, Angel Oak REIT, and Daktronics.
Wed, July 29, 2026 19 items
DIAMOND
Stripe + Advent International
Stripe and Advent bid $53B for PayPal, backed by $50B financing.
PLATINUM
Saudi PIF
Saudi PIF's $55B Electronic Arts buyout clears EU antitrust review.
GOLD
Jersey Mike's Subs
Jersey Mike's IPO launches this week, first major QSR offering since 2019.
SILVER
DigitalBridge Partners III
DigitalBridge closes $11.7B infrastructure fund III on AI opportunity.
STEEL
Carta
Carta ships AI-powered Fund of Funds platform for LP automation.
Tue, July 28, 2026 19 items
DIAMOND
Airbus / Leonardo / Thales
European space merger plan collapses under antitrust absurdity.
PLATINUM
Ares Management
Ares moves $3.4B credit secondaries deal in flagship European fund.
GOLD
LVMH
LVMH fashion division reports 1% organic growth in Q2.
SILVER
BlackRock / MGX Consortium
BlackRock consortium commits $5B growth capital to Aligned Data Centers.
STEEL
Comcast
Moody's flags Comcast split risk ahead of two-company separation.
Tue, July 28, 2026 20 items
DIAMOND
Canada Strong Fund
Canada launches first sovereign wealth fund with C$25B initial commitment.
PLATINUM
MBV Investments LP
MBV Investments secures $2.5B from Al Mazroui Group as anchor investor.
GOLD
LVMH
LVMH fashion division posts 1% organic growth; luxury sector stalls globally.
SILVER
Beneficient
Beneficient closes $1.91M financing for Mendoza Ventures Growth Fund III.
STEEL
Fidelity Emerging Markets ETF (FFEM)
FFEM up 30% YTD; semiconductor concentration drives performance quietly.
Tue, July 28, 2026 20 items
DIAMOND
Nvidia / OpenAI
Nvidia negotiates $600B financing for OpenAI data centers and GPU purchases.
PLATINUM
Samsung / Broadcom
Samsung commits $200B to Broadcom for 2nm chips and HBM through 2030.
GOLD
Verizon / Google
Verizon and Google signed $1B dark fiber deal for AI data centers.
SILVER
Axe Compute
Axe Compute closes $1.5B AI infrastructure contract with Nvidia hardware.
STEEL
Ares Management
Ares moves $3.4B credit secondaries portfolio sale in largest private credit exit yet.
Tue, July 28, 2026 19 items
DIAMOND
Stripe
Stripe explores OpenRouter acquisition valued near $10 billion.
PLATINUM
Samsung
Samsung and Broadcom locked $200 billion chip deal through 2030.
GOLD
Ares Management
Ares moves to sell $3.4 billion in direct-lending fund interests.
SILVER
Axe Compute
Axe Compute secures $1.5 billion AI infrastructure contract from Nvidia.
STEEL
Genesco Inc.
All three proxy firms endorse Genesco board against activist challenge.
Tue, July 28, 2026 19 items
DIAMOND
Stripe & Advent International
Stripe-Advent consortium offered $53B for PayPal, backs offer with $50B financing.
PLATINUM
SpaceX
SpaceX $250B xAI deal masks private equity exit slowdown across market.
GOLD
Comcast / NBCUniversal
Comcast announced NBCUniversal spinoff; stock surged pre-market Monday.
SILVER
Global funds & emerging markets sector
Emerging markets funds attracted $3.7B inflows over two weeks post-correction.
STEEL
Private equity sector
PE-backed zombie funds hit record high as asset sales stall.
Tue, July 28, 2026 19 items
DIAMOND
Sotheby's
Sotheby's posted $4.4B in H1 2026 sales, a record half-year.
PLATINUM
Elliott Investment Management
Elliott took a $4B stake in PepsiCo, calling for operational change.
GOLD
Nvidia
Nvidia raised $25B in corporate bonds, first issuance in five years.
SILVER
Christie's and Sotheby's
Trophy lots and luxury goods drove record H1 2026 auction results across both houses.
STEEL
Toms Capital
Toms Capital took a top-five stake in Devon Energy post-Coterra merger.
Tue, July 28, 2026 19 items
DIAMOND
U.S. Government / Trump Administration
Trump's sovereign wealth fund plan puts $16T global asset class on notice.
PLATINUM
Elliott Investment Management
Elliott took $4B stake in PepsiCo. The board felt it arrive.
GOLD
GIC (Singapore)
GIC allocated $30B more to hedge funds. AI is the thesis.
SILVER
Genesco Inc.
Genesco swept all three proxy advisors. The activist lost before voting.
STEEL
Devon Energy
Toms Capital took top-five stake in Devon Energy post-merger. Pressure continues.
Mon, July 27, 2026 20 items
DIAMOND
Saudi PIF / Electronic Arts
Saudi PIF closed $55B EA buyout. EU approved the largest LBO on record.
PLATINUM
SpaceX / xAI
SpaceX acquired xAI for $250B. Private equity exits are masking real slowdown.
GOLD
Taiwan Semiconductor Manufacturing
TSMC committed another $100B to U.S. fabs. Arizona megaproject now $265B.
SILVER
Harbourfront Wealth Group
Harbourfront Wealth returning $1B after Boston PE stake. Advisor firms seeing exits.
STEEL
Leopold Aschenbrenner / Hedge Fund
Ex-OpenAI researcher's fund now heavy in Bitcoin miners and power infrastructure.
Mon, July 27, 2026 19 items
DIAMOND
Stripe & Advent International
Stripe and Advent offer $53B for PayPal, backed by $50B financing.
PLATINUM
Saudi PIF & Electronic Arts
Saudi PIF closes $55B Electronic Arts deal after EU antitrust approval.
GOLD
Ares Management & Leonard Green & Partners
Ares Management in talks to acquire Leonard Green & Partners.
SILVER
Harbourfront Wealth Group
Harbourfront returns $1B to shareholders after Boston PE deal.
STEEL
Genesco Inc.
All three proxy advisors back Genesco against activist shareholder challenge.
Mon, July 27, 2026 19 items
DIAMOND
SpaceX
SpaceX IPO priced at $135, already trading below in secondary markets.
PLATINUM
Genesco Inc.
All three proxy advisors sided with Genesco against activist Bradley Radoff.
GOLD
Miami-Dade County Luxury Real Estate Market
Miami-Dade recorded 24 homes over $30M in H1 2026, outpacing NYC and Bay Area.
SILVER
Quebec Luxury Real Estate Market (Sotheby's International Realty Canada)
Lake Tremblant waterfront estate sale sets new benchmark for Quebec luxury market.
STEEL
Private Credit Markets (Direct Lending Firms)
Direct lending issuance fell sharply in Q2 2026 despite robust fundraising.
Mon, July 27, 2026 19 items
DIAMOND
BlackRock / MGX Consortium
BlackRock and MGX closed $40B Aligned acquisition, then committed $5B more.
PLATINUM
SoftBank Group
SoftBank filed tender offer for BALYO, French automation firm welcomes the bid.
GOLD
Asian Terminals, Inc.
Maharlika Investment filed delisting tender offer for Asian Terminals shares.
SILVER
Destination XL Group, Inc.
Zodiac Partners II raised unsolicited tender offer to Destination XL again.
STEEL
Black Pearl Equities
Black Pearl commenced tender offer for all shares of SelectIS Health.
Mon, July 27, 2026 19 items
DIAMOND
Taiwan Semiconductor Manufacturing
TSMC commits $100B more to U.S. fabs as Arizona project hits $265B.
PLATINUM
Adam Back's BSTR Holdings
BSTR kills SPAC merger after failing to raise $1.5B financing.
GOLD
Infineon Technologies
Infineon opens world's largest power semiconductor fab with $5.7B in Dresden.
SILVER
Yanne Capital
Yanne Capital publishes H2 2026 family office allocation watch tracking rotation.
STEEL
Genesco Inc.
All three proxy firms side with Genesco against activist Bradley Radoff.
Mon, July 27, 2026 19 items
DIAMOND
Naver / NVIDIA / Brookfield
Naver and NVIDIA tripled Korea's AI factory to $10B with Brookfield.
PLATINUM
Orange County Luxury Real Estate
Orange County recorded a $110M luxury home sale shrouded in mystery.
GOLD
West Palm Beach Residential Market
West Palm Beach non-waterfront home sold for $16M, breaking city record.
SILVER
Miami-Dade Luxury Residential
Miami ultra-luxury home sales topped NYC and Bay Area in H1 2026.
STEEL
Verizon / Google
Verizon signed $1B dark fiber deal with Google for AI data centers.
Mon, July 27, 2026 18 items
DIAMOND
BlackRock / MGX Consortium
BlackRock and MGX closed $40B Aligned Data Centers deal, then committed $5B more.
PLATINUM
SEC / Public Companies
First full year of cybersecurity breach filings under new SEC rules: mandatory disclosure.
GOLD
BlackRock / Aligned Data Centers
TECFusions, AI training hub, plans $4B SPAC exit with Apex Treasury.
SILVER
Fairbridge Asset Management
Fairbridge to present private real estate credit at $100M+ family office summit.
STEEL
Yanne Capital / Family Offices
H2 2026 family office allocation watch: rotation into growth equity and direct deals.
Mon, July 27, 2026 20 items
DIAMOND
Stripe / Advent International
Stripe bid $53B for PayPal. Advent lined up $50B financing.
PLATINUM
SpaceX / xAI
SpaceX acquired xAI for $250B in stock and assets.
GOLD
OCS Group
OCS Group sold for £3.1B in PE-led facilities deal.
SILVER
Brookfield
Brookfield acquired Gregg Distributors for $1.1B.
STEEL
Moody's (MCO)
Bond issuance volume strength supports Moody's Q2 earnings beat.
Sun, July 26, 2026 19 items
DIAMOND
MBV Investments LP
Al Mazroui Group commits $2.5B to MBV Investments anchor position.
PLATINUM
Canada Strong Fund
Canada launches first federal sovereign wealth fund with C$25B initial funding.
GOLD
Carta
Carta launches Fund of Funds platform with AI-powered LP workflow automation.
SILVER
Beneficient
Beneficient closes $1.91M financing for Mendoza Ventures Growth Fund III.
STEEL
Dubai Future District Fund
DFDF invests in US-based proptech fund as evergreen fund-of-funds expands allocation.
Sun, July 26, 2026 19 items
DIAMOND
TSMC
TSMC commits $100B more to Arizona on top of $265B megaproject.
PLATINUM
SoftBank Group / BALYO
SoftBank files tender offer for BALYO, French warehouse robotics firm.
GOLD
Asian Terminals, Inc. / Maharlika Investment Corporation
Maharlika Investment files delisting tender offer for Asian Terminals.
SILVER
Destination XL Group / Zodiac Partners II
DXL rejects Zodiac Partners revised tender offer; recommends shareholders not tender.
STEEL
MBV Investments LP / Al Mazroui Group
Al Mazroui Group commits $2.5B as anchor for MBV fund.
Sun, July 26, 2026 20 items
DIAMOND
NVIDIA / SK Group / Naver / Brookfield
NVIDIA locked $500B AI infrastructure across memory, power, and compute.
PLATINUM
Verizon / Google
Verizon signed $1B dark fiber deal with Google for AI data centers.
GOLD
Airbus / Leonardo / Thales
European space consolidation drew structural opposition from smaller satellite rivals.
SILVER
Stripe / OpenRouter
Stripe explored $10B acquisition of OpenRouter, an AI routing platform.
STEEL
Popular Bank
Popular announced $1B buyback while CEO exits; dividend raised.
Sun, July 26, 2026 20 items
DIAMOND
BlackRock / MGX Consortium
BlackRock closed $40B Aligned Data Centers deal. Infrastructure now moves faster.
PLATINUM
Christie's and Sotheby's
Auction houses posted record H1 2026 sales. Trophy lots moved first.
GOLD
Popular, Inc.
Popular announced $1B buyback and dividend hike as CEO plans retirement.
SILVER
Hartford Insurance Group
Hartford beat Q2 consensus, announced $4.2B share buyback.
STEEL
Genesco Inc.
All three proxy firms backed Genesco board against activist challenge.
Sun, July 26, 2026 20 items
DIAMOND
SpaceX
SpaceX trades below IPO price as short sellers position for the decline.
PLATINUM
Kering
S&P downgrades Kering outlook to negative as Gucci stumbles.
GOLD
LVMH
LVMH revenues down 5% in 2025. Peers outrunning the category king.
SILVER
Jersey Mike's Subs
Jersey Mike's IPO roadshow begins. Fast casual gets its pricing moment.
STEEL
India Primary Markets
Nine IPOs across India's mainboard and SME segments launch this week.
Sun, July 26, 2026 19 items
DIAMOND
Stripe / Advent International
Stripe and Advent bid $53B for PayPal, financing locked at $50B.
PLATINUM
Comcast / NBCUniversal
Comcast spins off NBCUniversal. Stock rallies pre-market on separation.
GOLD
Brookfield / Gregg Distributors
Brookfield acquires Canadian MRO distributor Gregg for $1.1B.
SILVER
Harbourfront Wealth Group
Harbourfront Wealth returns $1B after private equity backing from Boston firm.
STEEL
Christie's / Sotheby's
Auction houses post record H1 2026 sales. Single-owner collections account for a third.
Sun, July 26, 2026 19 items
DIAMOND
Hyperscalers (Amazon, Google, Meta, Microsoft)
Hyperscalers issued $244B in bonds. Demand is cracking.
PLATINUM
Oracle
Larry Ellison lost $66B. The AI spend is showing cracks.
GOLD
SpaceX
SpaceX equity sale valued the firm at $86B in new capital.
SILVER
Global Funds / Emerging Markets
EM funds attracted $3.7B in two weeks. India led with $184M.
STEEL
Global Industrial Funds
Industrial fund flows turned negative for first time since May 2025.
Sun, July 26, 2026 18 items
DIAMOND
BlackRock / MGX / Aligned Data Centers
BlackRock consortium closed $40B Aligned deal, then added $5B more.
PLATINUM
Airbus / Leonardo / Thales
European space merger draws pushback from smaller satellite makers.
GOLD
TECfusions / Apex Treasury
TECfusions plans $4 billion SPAC deal to go public.
SILVER
Various PE Firms
Four stocks identified as profile fits for LBO targeting right now.
STEEL
Comcast
Moody's flags Comcast revenue diversification risk ahead of split.
Sat, July 25, 2026 20 items
DIAMOND
BlackRock GIP / MGX / AIP Consortium
BlackRock, MGX, and AIP close $40B Aligned Data Centers acquisition.
PLATINUM
TECfusions
Data center operator TECfusions targets $4B valuation in SPAC debut.
GOLD
Crypto ETF Market / Asset Managers
Bitcoin and Ethereum ETFs capture $1.2B in weekly inflows as institutional demand returns.
SILVER
Auction Houses / Art Market
Christie's and Sotheby's post record H1 2026 results on $2.5B comeback momentum.
STEEL
Blackstone / Private Credit Market
Blackstone BCRED redemption requests fall sharply as private credit stabilizes.
Sat, July 25, 2026 19 items
DIAMOND
LVMH Moët Hennessy Louis Vuitton
Louis Vuitton earnings signal luxury market remains steady into Q3.
PLATINUM
Burberry Group
Burberry shares dipped 3% post-earnings despite resumed growth.
GOLD
The RealReal
RealReal schedules Q2 2026 earnings call; resale sector watching.
SILVER
Private Credit Sector
$20B redemption rush hit private credit funds in Q1 2026.
STEEL
Moody's / Credit Rating Agencies
Moody's downgrades Brown University outlook; rating agency credibility shifts.
Sat, July 25, 2026 20 items
DIAMOND
Meta Platforms
Meta committed $10B to Anthropic compute lease, reshaping AI infrastructure spending.
PLATINUM
Verizon
Verizon signed $1B+ dark fiber deal with Google, anchoring telecom infrastructure pivot.
GOLD
Global Funds, India-focused
India attracted $184M weekly inflows, strongest since March correction.
SILVER
Genesco Inc.
All three proxy firms backed Genesco against activist Bradley Radoff.
STEEL
Nebius Group
Nebius stock jumped on $1B AI infrastructure contract signing.
Sat, July 25, 2026 20 items
DIAMOND
Canada Government / Mark Carney
Canada launches first sovereign wealth fund with C$25B initial funding.
PLATINUM
Comcast / NBCUniversal
Comcast spins NBCUniversal into standalone company via separation.
GOLD
LVMH Moët Hennessy
LVMH posts H1 2026 revenues below expectations, organic growth lags.
SILVER
Hermès International
Hermès Q1 2026 slowdown tied to Middle East uncertainty; valuation reset.
STEEL
Norway Government / Sovereign Wealth Fund
Norway mandates sovereign wealth fund to invest in renewable energy.
Sat, July 25, 2026 19 items
DIAMOND
Saudi PIF / Electronic Arts
Saudi PIF closed its $55B EA acquisition under EU antitrust rules.
PLATINUM
Stripe / Advent International
Stripe and Advent offered $53B to buy PayPal, backed by $50B financing.
GOLD
SpaceX
SpaceX stock fell below $135 IPO price, short sellers now piling in.
SILVER
Jersey Mike's Subs
Jersey Mike's IPO roadshow begins; pricing and listing date near.
STEEL
Brookfield / Gregg Distributors
Brookfield's PE arm acquired controlling stake in Gregg Distributors for $1.1B.
Sat, July 25, 2026 19 items
DIAMOND
Saudi PIF / Electronic Arts
Saudi PIF acquired Electronic Arts for $55B, largest LBO on record.
PLATINUM
Stripe / Advent International / PayPal
Stripe and Advent bid $53B for PayPal with $50B financing locked.
GOLD
SpaceX
Elon Musk became the first trillionaire as SpaceX went public.
SILVER
Brookfield / Gregg Distributors
Brookfield acquired Gregg Distributors in Canada for $1.1B.
STEEL
Verizon / Google
Verizon signed $1B dark fiber deal with Google for AI infrastructure.
Sat, July 25, 2026 19 items
DIAMOND
Saudi PIF / Electronic Arts
Saudi PIF acquired Electronic Arts for $55B, now the largest LBO on record.
PLATINUM
Stripe / Advent International
Stripe and Advent bid $53B for PayPal, backed by $50B in financing.
GOLD
Brookfield / Gregg Distributors
Brookfield paid $1.1B for Canadian MRO supplier Gregg Distributors.
SILVER
Sotheby's
Sotheby's posted $4.4B in first-half sales, a record. Private-treaty hit $826M.
STEEL
Private Credit Sector (Blue Owl, Blackstone, Apollo)
Private credit funds faced $20B in redemption requests in Q1. Charts show uneven payouts.
Sat, July 25, 2026 19 items
DIAMOND
Comcast / NBCUniversal
Comcast spins NBCUniversal into standalone $50B+ media entity.
PLATINUM
SpaceX / xAI
SpaceX acquires xAI for $250B, but PE exit velocity already slowing.
GOLD
Private Equity Secondaries Market
PE secondaries hit $160B annually; $240B retail wealth pool now dominant.
SILVER
Evercore (EVR)
Evercore's secondary advisory hit $120B in H1 2026, record high.
STEEL
Fiserv Inc (FISV)
Fiserv enters latest 13F filings; Buffett and top-tier funds hold position.
Fri, July 24, 2026 19 items
DIAMOND
Sotheby's and Christie's
Auction houses post $8.9B in first-half sales amid AI wealth boom.
PLATINUM
Meta Platforms
Meta commits $10B compute lease to Anthropic, betting on scale arbitrage.
GOLD
AMD and Anthropic
AMD commits $5B to Anthropic's 2-gigawatt AI infrastructure deployment.
SILVER
Verizon and Google
Verizon signs $1B dark fiber deal with Google for AI datacenter connectivity.
STEEL
SpaceX
SpaceX Pentagon talks signal multi-billion datacenter play competing with cloud providers.
Fri, July 24, 2026 18 items
DIAMOND
Elon Musk
Musk crosses $1 trillion as SpaceX and Tesla surge in tandem.
PLATINUM
Elliott Investment Management / Toyota
Elliott attacks Toyota buyout of Toyota Industries as non-compliant governance.
GOLD
Taylor Swift
Taylor Swift's net worth reaches $2 billion, music business legitimacy confirmed.
SILVER
Miami Ultra-Luxury Real Estate Market
Miami luxury home sales outrank NYC and Bay Area by margin.
STEEL
Activist Investor Consortium (Yext, Mission Produce, Teradata, BridgeBio, Asbury Automotive)
Five companies face simultaneous activist investor pressure across sectors.
Fri, July 24, 2026 19 items
DIAMOND
SpaceX
SpaceX priced its IPO at $135, then fell below it within weeks.
PLATINUM
Family Offices (Global)
60% of family offices plan to abandon dollar positioning by year-end.
GOLD
Jersey Mike's
Jersey Mike's IPO roadshow begins; QSR consolidation enters next phase.
SILVER
Beneficient / Mendoza Ventures
Beneficient backed Mendoza Ventures Fund III with $1.91M primary commitment.
STEEL
Flowers Foods
Flowers Foods cuts dividend for first time in 24 years post-acquisition.
Fri, July 24, 2026 18 items
DIAMOND
Miami Ultra-Luxury Real Estate Market
Miami's ultra-luxury sales outpace NYC and Bay Area in 2026.
PLATINUM
Orange County Luxury Real Estate
Orange County records $110M luxury sale. Buyer identity withheld.
GOLD
West Palm Beach Real Estate Market
West Palm Beach mansion sells for $16M, breaks non-waterfront record.
SILVER
Paradise Valley Luxury Real Estate
Paradise Valley estate closes at $40.24M, Arizona's highest ever recorded.
STEEL
Hamptons Real Estate
Calvin Klein's Hamptons estate lists for $165M. Oceanfront superlative.
Fri, July 24, 2026 19 items
DIAMOND
Elliott Investment Management + Honeywell International
Honeywell CEO claims breakup plan predated Elliott's $5B+ stake pressure.
PLATINUM
SoftBank Group + BALYO
SoftBank's public tender for BALYO clears French board review with ad hoc committee.
GOLD
Yext + Teradata + BridgeBio + Asbury Automotive + Mission Produce
Five public companies targeted by activist hedge funds in coordinated pressure campaign.
SILVER
Devon Energy + Toms Capital
Toms Capital builds top-five stake in Devon Energy post-Coterra merger.
STEEL
U.S. Securities and Exchange Commission
SEC tightens activist investor disclosure rules; client identity transparency mandated.
Fri, July 24, 2026 20 items
DIAMOND
Sotheby's
Sotheby's posted $4.4B in H1 sales. Single-owner collections rewrote the playbook.
PLATINUM
Christie's
Christie's H1 sales hit $3.5B. Five-year high. Single-owner trend confirmed.
GOLD
Canada
Canada launched its first sovereign wealth fund with C$25B initial commitment.
SILVER
Emerald Bay / Orange County Real Estate
Orange County recorded $110M residential sale. Single-asset record reset.
STEEL
South Florida Luxury Real Estate Market
South Florida luxury homes posted record summer sales amid wealth boom.
Thu, July 23, 2026 18 items
DIAMOND
Christie's
Christie's posted $4.5B in first-half sales, biggest haul in five years.
PLATINUM
Genesco Inc.
All three proxy firms sided with Genesco against activist Bradley Radoff.
GOLD
Paradise Valley Estate
Arizona luxury record reset to $40.24M in all-cash sale.
SILVER
Elliott Investment Management
Elliott took a stake in Toyota Industries amid buyout resistance.
STEEL
Ingles Markets
Ingles Markets board sent shareholder letter amid proxy fight escalation.
Thu, July 23, 2026 19 items
DIAMOND
Private Credit Markets
Private credit funds faced $20B redemption surge in Q1 2026.
PLATINUM
Direct Lending Market
Direct lending volume collapsed even as private credit funds raised more cash.
GOLD
TD Bank / TD Greystone
TD Greystone closed its first private credit loan. The bank is now a lender.
SILVER
Global Sovereign Wealth Funds
Sovereign wealth funds now manage $16 trillion. Regulation is still absent.
STEEL
Canada Federal Government
Canada launched its first sovereign wealth fund with C$25B initial funding.
Thu, July 23, 2026 18 items
DIAMOND
Aligned Data Centers
BlackRock and MGX closed $40B Aligned Data Centers deal, committed $5B more.
PLATINUM
Jana Partners / Alkami Technology
Jana Partners pushes Alkami toward sale. Projected EPS growth: 40.83% over five years.
GOLD
Multiple Activist Targets
Five companies face activist pressure: Yext, Mission Produce, Teradata, BridgeBio, Asbury Automotive.
SILVER
Beneficient / Mendoza Ventures
Beneficient closed $1.91M financing for Mendoza Ventures Growth Fund III.
STEEL
Leopold Aschenbrenner / OpenAI Ex-Researcher Hedge Fund
Ex-OpenAI researcher's hedge fund holds major Bitcoin miner positions in new 13F.
Thu, July 23, 2026 19 items
DIAMOND
Taiwan Semiconductor Manufacturing
TSMC commits $100B additional Arizona capacity after Q2 beat.
PLATINUM
Micron Technology
Micron raises US investment target to $250B, partners GlobalWafers $500M.
GOLD
Leopold Aschenbrenner / Uncorrelated Ventures
Ex-OpenAI researcher builds $500M+ hedge fund concentrated in Bitcoin infrastructure.
SILVER
Devon Energy
Toms Capital takes top-five stake in Devon post-Coterra merger.
STEEL
Daniel Loeb / Third Point
Third Point cuts rail stakes—Norfolk Southern and Union Pacific slashed in Q1.
Thu, July 23, 2026 20 items
DIAMOND
SoftBank Group / BALYO
SoftBank filed a public tender offer for BALYO, automation-first logistics.
PLATINUM
Conagra Brands
Conagra halved its dividend and reset guidance downward. FY2027.
GOLD
Flowers Foods
Flowers Foods cut its dividend for the first time in 24 years.
SILVER
IBM
IBM's dividend came under pressure after earnings missed and guidance wavered.
STEEL
Destination XL Group
Destination XL rejected Zodiac Partners II's revised tender offer. Unsolicited bid remains live.
Thu, July 23, 2026 20 items
DIAMOND
Hyperscalers (Global AI Infrastructure)
Hyperscalers issued $244B in bonds. Demand is cracking.
PLATINUM
SpaceX (Bond Market)
SpaceX bond yields are approaching junk status. The market remembers.
GOLD
Moody's / Higher Education & Healthcare Sector
Moody's downgraded Brown University. 12 health systems followed.
SILVER
Emerging Markets Equity (Fund Category Rebound)
Emerging markets staged a notable comeback in 2025. 4 funds upgraded.
STEEL
Bill Ackman (Pershing Square Capital)
Ackman's $14B fund holds just 11 stocks. Three positions are half the portfolio.