Oct 24, 2025
•
11 min read
The market’s old engines are roaring again—from nuclear reactors powering AI data centers to nonstop trading and leverage-fueled optimism. The next boom may already be awake before dawn.
Oct 23, 2025
12 min read
From celebrity investors shaking up Six Flags to Trump rewriting crypto politics and Nvidia powering the AI grid—markets are finding momentum in unlikely places.
Oct 22, 2025
AI gets regulated, capital finds conscience, and automation tests the boundary between trust and control.
Oct 21, 2025
UC Investments targets the Big Ten, Warner explores a split, and Coke and CenterPoint trim their empires — all chasing precision over size.
Oct 20, 2025
9 min read
Waymo’s school-bus incident spotlights the line between innovation and control as investors pivot toward precision and discipline.
Oct 17, 2025
10 min read
From fusion to Formula 1, capital is collapsing the boundaries between energy, intelligence, and ownership — turning power itself into the next platform.
Oct 15, 2025
From 401(k)s to AI datacenters, today’s deals mark the convergence of private markets, infrastructure, and intelligence — where access itself becomes the new asset class.
Oct 14, 2025
The Rayonier–PotlatchDeltic merger marks a broader rotation into hard assets—where yield, land, and energy converge.
Oct 13, 2025
While headlines chase the hype cycle, the smartest money is wiring itself into AI’s foundation...power, data, and debt.
Oct 10, 2025
From ABB to AI limbs, capital is flooding into humanoid robotics, but investors may be mistaking motion for progress.
Oct 9, 2025
Quantum computing has moved from the lab to the leaderboard, but capital is running faster than the science. Private markets are building the infrastructure while public valuations float in midair.
Oct 8, 2025
13 min read
Masayoshi Son just bought ABB’s robotics arm to fuse machines with intelligence—betting this decade’s AI boom will be built, not coded.
Oct 7, 2025
From startups gasping for cash to defense giants eyeing fire-sale deals...the shutdown has become the new business cycle.
Oct 6, 2025
Capital is concentrating in AI and compute ...Microsoft’s playbook, Nvidia’s backlog, and ARM’s royalty growth show where the real liquidity cycle lives.
Oct 3, 2025
5 min read
Hundreds of well-funded startups wait for exits, while big pharma, tools providers, and consolidators stand to gain from scarcity and policy shifts.
Oct 2, 2025
4 min read
A government shutdown halts listings, but scarcity is creating leverage for public acquirers and listed peers.
Oct 1, 2025
Sora’s launch highlights the cost of turning models into business while public giants show three distinct paths to monetization.
Sep 30, 2025
6 min read
Real world rollouts show the gap between AI promise and delivery and where investors should look for signals and red flags.
Sep 24, 2025
8 min read
The week’s biggest signals: OpenAI’s staggering buildout, private credit’s refinancing cliff, and DP World’s wager on new global routes.
Sep 23, 2025
7 min read
From super PACs to legal AI, today’s market shows the split between giants fighting regulation and firms compounding under the radar.
Sep 22, 2025
From Madrid soccer to Nordic data centers and U.S. healthcare roll-ups, PE is moving where scarcity meets scale. The smart money is already circling.
