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

The Boom Raised the Price of Money. The AI Build Has to Pay It.

Sep 26, 2026

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6 min read

The Boom Raised the Price of Money. The AI Build Has to Pay It.

The 10-year hit its highest level since 2007. Hike odds jumped. An $18 billion data center loan trades below 90 cents, and the average stock fell while a few AI names carried the index.

Dio Pouerie, +1

Fed Names the AI Risk | Old Credit Cracks | Giants Lock Capital

Sep 25, 2026

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7 min read

Fed Names the AI Risk | Old Credit Cracks | Giants Lock Capital

A Fed president asked whether the AI ecosystem is becoming too big to fail. A once-AAA office bond is set to take its first loss since 2008. Millennium drew $30 billion when it sought $20 billion.

Dio Pouerie, +1

Akamai Handed Anthropic a Warrant for Up to 5% of Itself | Mortgages Hit 7.45% on a Selloff No One Could Explain | Strong Borrowers Keep Picking Banks

Sep 25, 2026

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6 min read

Akamai Handed Anthropic a Warrant for Up to 5% of Itself | Mortgages Hit 7.45% on a Selloff No One Could Explain | Strong Borrowers Keep Picking Banks

A supplier gave its customer a claim on its own stock to lock in an $11.6 billion deal. The AI build's money now runs both ways.

Dio Pouerie, +1

Oracle Cites Force Majeure | Bond Chaos Deepens | Rails Rebuild Faster

Sep 24, 2026

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6 min read

Oracle Cites Force Majeure | Bond Chaos Deepens | Rails Rebuild Faster

Oracle Cites Force Majeure | Bond Chaos Deepens | Rails Rebuild Faster Oracle sent a force-majeure notice on a Stargate data center whose loan already trades below 90 cents. The 30-year hit a 22-year high. Hedge funds are paring the basis trade. BlackRock put model portfolios on-chain.

Dio Pouerie, +1

AI Is Now the Biggest Bet in US History | Bonds Had Their Worst Day in 18 Months | Buyers Balked at Blackstone's Oldest PE Stakes

Sep 24, 2026

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6 min read

AI Is Now the Biggest Bet in US History | Bonds Had Their Worst Day in 18 Months | Buyers Balked at Blackstone's Oldest PE Stakes

One estimate puts the AI build at $10.3 trillion through 2032. Much of it runs on debt, and on Wednesday borrowing got pricier.

Dio Pouerie, +1

Boom Drives Yields | Diesel Fix Backfires | AI Eats the Middleman

Sep 23, 2026

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6 min read

Boom Drives Yields | Diesel Fix Backfires | AI Eats the Middleman

The PMI ripped to a five-year high and the 10-year crossed 5.1%. A Fed governor said more hikes are likely. The energy secretary said a diesel export ban definitely does not work. Meta's Muse is repricing the brokerage sector.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

The Boom Raised the Price of Money. The AI Build Has to Pay It.

Fed Names the AI Risk | Old Credit Cracks | Giants Lock Capital

Akamai Handed Anthropic a Warrant for Up to 5% of Itself | Mortgages Hit 7.45% on a Selloff No One Could Explain | Strong Borrowers Keep Picking Banks

Oracle Cites Force Majeure | Bond Chaos Deepens | Rails Rebuild Faster

AI Is Now the Biggest Bet in US History | Bonds Had Their Worst Day in 18 Months | Buyers Balked at Blackstone's Oldest PE Stakes

Boom Drives Yields | Diesel Fix Backfires | AI Eats the Middleman

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