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

Feb 18, 2026

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13 min read

Japan Sends $36B With Strings

Defense buyers want unrestricted use. Model limits now carry contract risk inside classified pipelines.

Dio Pouerie, +1

When Data Becomes More Valuable Than Homes

Feb 18, 2026

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12 min read

When Data Becomes More Valuable Than Homes

Data centers are outbidding housing across key corridors. Bayer moves to structure $7.25B in Roundup liability. Veritas closes $15.3B for defense. Constraint, litigation, and capital allocation are tightening the real asset map.

Dio Pouerie, +1

Feb 17, 2026

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10 min read

Micron’s $200B Bet Changes The Stack

A systemically important insurer faces scrutiny. Memory becomes strategic. Shale matures. Power improvisation spreads. Control layers are tightening.

Dio Pouerie, +1

Feb 17, 2026

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12 min read

The Pricing Break Is Over

Companies are restarting price increases as tariffs, wages, and health insurance costs compound. Smithfield is committing $1.3B to automated capacity. Housing policy is trying to unlock factory built supply and small dollar mortgage demand. AI content marketplaces are turning licensing rights into a new cash flow layer.

Dio Pouerie, +1