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Private Markets Digest connects the dots that matter across private equity, venture capital, private credit, and banking.

Lumentum Shed $8 Billion After "Sold Out," While Broadcom's Chief Said Capital May Be AI's Biggest Limit

Oct 12, 2026

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5 min read

Lumentum Shed $8 Billion After "Sold Out," While Broadcom's Chief Said Capital May Be AI's Biggest Limit

Lumentum fell nearly 10% with no company news. Broadcom's chief said money may now be AI's biggest limit. SWI raised €800 million at about twice its net assets. Strategy spent nine times as much on its own preferred as on bitcoin.

Dio Pouerie, +1

Diesel Stayed Down After an Unconfirmed Truce, While Amazon May Pay 1.75 Times Decart's May Value

Oct 12, 2026

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5 min read

Diesel Stayed Down After an Unconfirmed Truce, While Amazon May Pay 1.75 Times Decart's May Value

Diesel stayed lower after a truce Moscow has not confirmed. Crude fell, then recovered. Amazon is in talks to buy Decart for about $7 billion, after another suitor walked. In Italy, two deals now turn on minority holders.

Dio Pouerie, +1

The Lenders Report This Week. So Does Inflation.

Oct 11, 2026

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6 min read

The Lenders Report This Week. So Does Inflation.

September prices land Wednesday morning. JPMorgan, Goldman, Morgan Stanley, Bank of America and BlackRock report around them. Firmus still needs a private buyer to name its price.

Dio Pouerie, +1

Buyers Named Their Prices This Week. Several Came In Below the Ask.

Oct 10, 2026

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6 min read

Buyers Named Their Prices This Week. Several Came In Below the Ask.

Firmus pulled an IPO marketed at nearly three times its private round. Waymo borrowed $5 billion from private lenders. A buyer bid 20% under stated value for shares of a Blue Owl credit fund.

Dio Pouerie, +1

Lumentum Says It's Sold Out Into 2029, While an AI Loan Is Shopped at 11%

Oct 9, 2026

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5 min read

Lumentum Says It's Sold Out Into 2029, While an AI Loan Is Shopped at 11%

A $5 billion AI loan is being shopped at about 11%. GTCR has sold $14.2 billion of a new fund as a lender sued to block one of its exits. Households expect 3.5% inflation for years. Crypto stocks beat bitcoin.

Dio Pouerie, +1

SpaceX Agreed to Buy a Private Firm's Airwaves | Waymo Borrowed $5B | Gilts Hit a 2007 High

Oct 9, 2026

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5 min read

SpaceX Agreed to Buy a Private Firm's Airwaves | Waymo Borrowed $5B | Gilts Hit a 2007 High

Grain held T-Mobile's old airwaves for two months. Three carriers were down about $35 billion early Friday.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Lumentum Shed $8 Billion After "Sold Out," While Broadcom's Chief Said Capital May Be AI's Biggest Limit

Diesel Stayed Down After an Unconfirmed Truce, While Amazon May Pay 1.75 Times Decart's May Value

The Lenders Report This Week. So Does Inflation.

Buyers Named Their Prices This Week. Several Came In Below the Ask.

Lumentum Says It's Sold Out Into 2029, While an AI Loan Is Shopped at 11%

SpaceX Agreed to Buy a Private Firm's Airwaves | Waymo Borrowed $5B | Gilts Hit a 2007 High

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