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

The Week Oil Hit $100 and AI Split Into Two Trades

Jul 25, 2026

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6 min read

The Week Oil Hit $100 and AI Split Into Two Trades

Both Hormuz and the Saudi bypass route came under threat as Brent topped $100. The BEA will quietly cut the Fed's favorite inflation number in September. Alphabet's $205 billion capex plan crushed the platforms and lifted the chipmakers. And private credit now sits under nearly every AI deal.

Dio Pouerie, +1

AmEx vs Albertsons | Blackstone Record AUM | Tariff Gap Opens

Jul 24, 2026

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5 min read

AmEx vs Albertsons | Blackstone Record AUM | Tariff Gap Opens

American Express beat and raised guidance while Albertsons crashed 22%. The consumer is running in two lanes. Blackstone hit $1.35 trillion in assets. Section 122 expired overnight and the tariff gap is now real.

Dio Pouerie, +1

The AI Capex Bill Sits on Private Credit's Books

Jul 24, 2026

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4 min read

The AI Capex Bill Sits on Private Credit's Books

Apollo and Blackstone closed the largest chip-financed private credit deal on record. Meta threatened neocloud contracts three weeks ago and Alphabet just anchored them. Private capital signed the $5.3 billion AI power bill.

Dio Pouerie, +1

AI Trade Splits in Two | Oil Hits $100 | Alphabet Falls Hard

Jul 23, 2026

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4 min read

AI Trade Splits in Two | Oil Hits $100 | Alphabet Falls Hard

The market split the AI trade into two lanes today. Alphabet fell hard on $205 billion in capex. Super Micro surged on the same number. WTI crossed $92 as Houthis hit two Saudi tankers.

Dio Pouerie, +1

IBM's Own Customers Are Raiding Their Budgets to Pay for AI. The Buildout Just Became a Tax on Everything Else.

Jul 23, 2026

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5 min read

IBM's Own Customers Are Raiding Their Budgets to Pay for AI. The Buildout Just Became a Tax on Everything Else.

IBM's clients deferred deals to fund AI infrastructure at 30% price hikes. A carmaker's free cash flow went negative to build robots. An AI-software vendor's orders crossed a billion. A chipmaker started raising prices into doubling data center demand.

Dio Pouerie, +1

Both Oil Chokepoints Threatened | SMCI Margins Double | Alphabet Tonight

Jul 22, 2026

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5 min read

Both Oil Chokepoints Threatened | SMCI Margins Double | Alphabet Tonight

The Houthi blockade of Saudi Arabia just threatened the only working Hormuz bypass. WTI crossed $86 with July hike odds rising. Super Micro doubled its margin guidance with $60 billion in new orders.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

The Week Oil Hit $100 and AI Split Into Two Trades

AmEx vs Albertsons | Blackstone Record AUM | Tariff Gap Opens

The AI Capex Bill Sits on Private Credit's Books

AI Trade Splits in Two | Oil Hits $100 | Alphabet Falls Hard

IBM's Own Customers Are Raiding Their Budgets to Pay for AI. The Buildout Just Became a Tax on Everything Else.

Both Oil Chokepoints Threatened | SMCI Margins Double | Alphabet Tonight

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