The Daily Briefing That Unlocks Private Markets.

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

Jobs Miss | Copper Surges | Boeing Cracks

Aug 7, 2026

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5 min read

Jobs Miss | Copper Surges | Boeing Cracks

July payrolls missed by more than 100,000. Traders cut September hike bets. Copper is squeezing toward record highs. A food safety outbreak is hurting restaurants.

Dio Pouerie, +1

Musalem Said the Fed Should Have Hiked in July. That Makes Seven Fed Officials Publicly Aligned With the Hike Case.

Aug 7, 2026

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5 min read

Musalem Said the Fed Should Have Hiked in July. That Makes Seven Fed Officials Publicly Aligned With the Hike Case.

St. Louis Fed President said Thursday he preferred a July hike. Google exposed 200-plus companies targeted in coordinated attacks. US refiners are at full capacity. Jane Street is refinancing $11 billion of public debt into private credit.

Dio Pouerie, +1

Terafab $119 Billion | Millennium Picks Anthropic | AI Kill Switch Bill

Aug 6, 2026

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5 min read

Terafab $119 Billion | Millennium Picks Anthropic | AI Kill Switch Bill

SpaceX and Tesla announced a $16.8 billion Terafab chip complex in Texas with a $119 billion multi-phase filing. Millennium partnered with Anthropic to build an AI risk analyst. Rep. Ted Lieu said the AI Kill Switch Act needs to pass this year.

Dio Pouerie, +1

Trump Has Been Calling Warsh Repeatedly. Cook Is "Prepared to Act" on a Hike. Kashkari Said Yesterday Is the Time to Move.

Aug 6, 2026

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5 min read

Trump Has Been Calling Warsh Repeatedly. Cook Is "Prepared to Act" on a Hike. Kashkari Said Yesterday Is the Time to Move.

WSJ exclusive reports Trump has been calling Warsh in bursts since May. Cook signaled openness to a hike Wednesday. Kashkari said the same on CNBC. Daly said the Fed must be "prepared to take action." Six Fed officials now publicly aligned with the hike case ahead of Jackson Hole.

Dio Pouerie, +1

SpaceX $101B Lockup Tomorrow | Fed Vishing Attack | Private Credit Survey

Aug 5, 2026

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5 min read

SpaceX $101B Lockup Tomorrow | Fed Vishing Attack | Private Credit Survey

SpaceX's first lockup stage frees $101 billion of stock tomorrow. The stock fell 13% today on massive AI capex disclosure. Point72, Two Sigma, and Citadel were all hit in a coordinated cyber attack. Two regional Fed banks are launching the first survey of the $1.3 trillion private credit market.

Dio Pouerie, +1

SpaceX Spent $15.8 Billion on AI in a Single Quarter. Musk Committed Exclusively to Nvidia. AMD Fell 8%.

Aug 5, 2026

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5 min read

SpaceX Spent $15.8 Billion on AI in a Single Quarter. Musk Committed Exclusively to Nvidia. AMD Fell 8%.

SpaceX Q2 capex hit $18.4 billion. The bulk went to AI. Musk said SpaceX will now build exclusively on Nvidia. AMD dropped 8% after hours. Michael Burry warned of a "1987-type fall." Jeff Schmid asked whether AI is becoming "too big to fail."

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Jobs Miss | Copper Surges | Boeing Cracks

Musalem Said the Fed Should Have Hiked in July. That Makes Seven Fed Officials Publicly Aligned With the Hike Case.

Terafab $119 Billion | Millennium Picks Anthropic | AI Kill Switch Bill

Trump Has Been Calling Warsh Repeatedly. Cook Is "Prepared to Act" on a Hike. Kashkari Said Yesterday Is the Time to Move.

SpaceX $101B Lockup Tomorrow | Fed Vishing Attack | Private Credit Survey

SpaceX Spent $15.8 Billion on AI in a Single Quarter. Musk Committed Exclusively to Nvidia. AMD Fell 8%.

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