Archive

Past Issues Β· 60 Recent Editions

Saturday, October 17, 2026

3 Leads 13 Quick Hits
DIAMOND
LVMH MoΓ«t Hennessy Louis Vuitton πŸ“ˆ
LVMH loses €300B in market value as China slowdown turns structural.
PLATINUM
GlobalFoundries πŸ“ˆ
GlobalFoundries secured $21B U.S.-Japan chip fab expansion in New York.
GOLD
Bain Capital Private Equity
Bain Capital acquired Β₯9.3B stake in baudroie,inc. for operational integration.

Saturday, October 17, 2026

3 Leads 13 Quick Hits
DIAMOND
Anthropic πŸ“ˆ
Anthropic raised $60 billion for Google TPU purchases with Blackstone equity.
PLATINUM
Broadcom πŸ“ˆ
Broadcom arranged $60 billion debt for Anthropic, eyeing $50 billion for OpenAI.
GOLD
Generac Holdings
Amazon paid $2.4 billion for Generac's AI power infrastructure platform.

Saturday, October 17, 2026

3 Leads 12 Quick Hits
DIAMOND
GlobalFoundries / U.S.-Japan Alliance πŸ“ˆ
Japan commits $21B to build two chip fabs in Malta, New York.
PLATINUM
European luxury loses €300B in market value as LVMH leads sector decline.
GOLD
Better.com
Better.com adds Linda Yaccarino to board during proxy fight.

Saturday, October 17, 2026

3 Leads 11 Quick Hits
DIAMOND
GlobalFoundries πŸ“ˆ
GlobalFoundries locked $21B US-Japan chip fab deal in New York.
PLATINUM
LVMH lost €300B in market value. China slowdown looks structural.
GOLD
Harvard University Endowment
Harvard endowment gained 27.1% in fiscal 2026, now $68B.

Saturday, October 17, 2026

3 Leads 13 Quick Hits
DIAMOND
Harvard University πŸ“ˆ
Harvard endowment hit $68B on SpaceX stake alone.
PLATINUM
AI Giants (Collective) πŸ“ˆ
AI firms now account for 50% of sterling corporate bond issuance.
GOLD
T. Rowe Price
T. Rowe Price launched dynamic emerging markets bond ETF.

Saturday, October 17, 2026

3 Leads 11 Quick Hits
DIAMOND
SoftBank Group πŸ“ˆ
SoftBank eyes $18B acquisition of Allied Universal security.
PLATINUM
David Tepper / Appaloosa Management πŸ“ˆ
Tepper concentrated 40% of $7.7B in three AI bets.
GOLD
Flex Ltd.
Flex completed EPC Power acquisition, 15 GW deployed.

Saturday, October 17, 2026

3 Leads 12 Quick Hits
DIAMOND
Broadcom πŸ“ˆ
Broadcom secures $50B+ in debt for AI chip demand locks.
PLATINUM
JPMorgan Chase & Goldman Sachs πŸ“ˆ
JPMorgan and Goldman raise Volta loan yields to 11.21%-11.75%.
GOLD
Lambda Labs
Lambda closes $1.008B investment-grade AI infrastructure financing.

Friday, October 16, 2026

3 Leads 12 Quick Hits
DIAMOND
Electronic Arts / Private Equity Consortium πŸ“ˆ
EA taken private in $55B leveraged buyout. 51 days in: integration halts.
PLATINUM
CCC Intelligent work πŸ“ˆ
CCC Intelligent work agreed to $6.1B take-private with GTCR, Elliott.
GOLD
Clear Channel Outdoor Holdings
Clear Channel Outdoor acquisition by Mubadala Capital completed. $3.2B enterprise value.

Friday, October 16, 2026

3 Leads 13 Quick Hits
DIAMOND
California State Legislature πŸ“ˆ
California's billionaire tax targets $250B+ in unrealized gains annually.
PLATINUM
BlackRock / IFM Investors πŸ“ˆ
BlackRock and IFM close in on $25B Stack data center acquisition.
GOLD
LVMH MoΓ«t Hennessy Louis Vuitton
LVMH Q3 sales decelerate; China consumption signals structural weakness.

Friday, October 16, 2026

3 Leads 12 Quick Hits
DIAMOND
Forbes 400 / Aggregate Wealth πŸ“ˆ
America's richest $8 trillion richer in one year. Wealth concentration accelerates.
PLATINUM
Broadcom / OpenAI / Anthropic πŸ“ˆ
Broadcom bankrolls $60B in AI infrastructure debt. Long-term chip demand locked.
GOLD
Oracle / OpenAI
Oracle stock fell 50% after signing $300B AI deal with OpenAI.

Friday, October 16, 2026

3 Leads 12 Quick Hits
DIAMOND
LVMH MoΓ«t Hennessy Louis Vuitton πŸ“ˆ
LVMH loses €300B in market value as China demand fractures permanently.
PLATINUM
Vail Resorts / Oasis Management πŸ“ˆ
Oasis Management stages proxy fight for Vail Resorts board control; four nominees filed.
GOLD
Better.com
Better.com names Linda Yaccarino to board amid proxy fight over company direction.

Friday, October 16, 2026

3 Leads 12 Quick Hits
DIAMOND
Harvard University Endowment πŸ“ˆ
Harvard endowment hit $68B on SpaceX stake and 27.1% return.
PLATINUM
AirTrunk πŸ“ˆ
AirTrunk moved $1B Johor data centre to private buyer as AI valuations reset.
GOLD
KFC / PepsiCo
KFC switches from PepsiCo to Coca-Cola after decades of exclusivity.

Friday, October 16, 2026

3 Leads 12 Quick Hits
DIAMOND
Harvard University Endowment πŸ“ˆ
Harvard endowment hit $68B on 27.1% return, SpaceX stake driving gains.
PLATINUM
Moody's, Fitch, Standard & Poor's πŸ“ˆ
Twenty-two state treasurers demand rating agencies explain ESG bias favoring Chinese firms.
GOLD
NestlΓ© Brands / Yellow Wood Partners
NestlΓ© selling $1B+ supplement portfolio including Nature's Bounty to PE.

Friday, October 16, 2026

3 Leads 13 Quick Hits
DIAMOND
LVMH fashion division organic growth turned negative -4% as China demand softens structurally.
PLATINUM
Aldaron Partners πŸ“ˆ
New PE firm launched with Palantir and Carlyle alumni to deploy AI-first operations model.
GOLD
baudroie, inc.
Bain Capital acquired 9.75% stake in TSE-listed baudroie for Β₯9.3 billion.

Friday, October 16, 2026

3 Leads 11 Quick Hits
DIAMOND
LVMH MoΓ«t Hennessy Louis Vuitton πŸ“ˆ
European luxury lost €300B in market value. LVMH led the fall.
PLATINUM
GTCR / Tactacam πŸ“ˆ
GTCR acquired PE-backed Tactacam for over $1B.
GOLD
NestlΓ© Brands / Yellow Wood Partners
NestlΓ© divested vitamin portfolio to Yellow Wood for $1.2B range.

Thursday, October 15, 2026

3 Leads 13 Quick Hits
DIAMOND
Forbes 400 & Wealth Concentration πŸ“ˆ
America's richest $8 trillion richer in one year. Structure is shifting.
PLATINUM
Jensen Huang / Nvidia πŸ“ˆ
Jensen Huang net worth crosses $200B. Seventh richest person globally.
GOLD
CoreWeave / AI Infrastructure Debt
CoreWeave bonds fall to 81 cents on the dollar. Yield hits 15%.

Thursday, October 15, 2026

3 Leads 12 Quick Hits
DIAMOND
SoftBank Group πŸ“ˆ
SoftBank closed $11.1B bond offering, largest in company history.
PLATINUM
Citadel / Ken Griffin πŸ“ˆ
Citadel Q2 2026 portfolio signals shift toward value and energy positioning.
GOLD
Empire State Realty Trust
Activist investor Erez acquired 5.8% stake in ESRT; demands board action.

Thursday, October 15, 2026

3 Leads 12 Quick Hits
DIAMOND
NTT / Anthropic πŸ“ˆ
NTT commits up to Β₯1 trillion Osaka data center for Anthropic AI.
PLATINUM
David Tepper / Appaloosa Management πŸ“ˆ
Tepper concentrated 40% of $7.7B fund in three AI stocks.
GOLD
Monroe Capital / PM Alpha / EBW Capital
Monroe Capital launches ETN product for direct lending exposure.

Thursday, October 15, 2026

3 Leads 11 Quick Hits
DIAMOND
LVMH fashion division posts negative growth; China demand structural, not cyclical.
PLATINUM
State Farm πŸ“ˆ
State Farm issues $5B dividend distribution and cuts policyholder rates.
GOLD
Pennon Group
Pennon launches Β£550M rights issue and cuts dividend to fund infrastructure.

Thursday, October 15, 2026

3 Leads 12 Quick Hits
DIAMOND
Broadcom πŸ“ˆ
Broadcom lined up $60B in debt for Anthropic, eyeing $50B more for OpenAI.
PLATINUM
LVMH fashion sales fell 4%; China slowdown is now structural, not cyclical.
GOLD
Generac Holdings
Generac won $2.4B from Amazon for power infrastructure; generator maker becomes utility operator.

Thursday, October 15, 2026

3 Leads 13 Quick Hits
DIAMOND
GlobalFoundries πŸ“ˆ
GlobalFoundries selected to operate $21B US-Japan chip fab project in Malta.
PLATINUM
LVMH fashion division contracted 4% organically; China demand now structural headwind.
GOLD
SEMI/Semiconductor Equipment Manufacturers
Americas fab tool spending projected to reach $40.6B by 2029, doubling from current levels.

Thursday, October 15, 2026

3 Leads 12 Quick Hits
DIAMOND
Copart, Inc. πŸ“ˆ
Copart commences tender offer to acquire ACV at undisclosed valuation.
PLATINUM
Aquilius Investment Partners πŸ“ˆ
Aquilius expands Asia PE secondaries beyond real estate focus.
GOLD
SkyAI
SkyAI commences $3.00 per-share tender offer; Bastion demands higher price.

Thursday, October 15, 2026

3 Leads 12 Quick Hits
DIAMOND
Moody's, Fitch, S&P Global πŸ“ˆ
Twenty-two state treasurers demand credit agencies stop ESG bias toward China.
PLATINUM
LVMH MoΓ«t Hennessy Louis Vuitton πŸ“ˆ
LVMH fashion and leather goods fell 4% organically. China demand structural, not cyclical.
GOLD
Skydance Media
Skydance's credit rating downgraded post-Paramount merger on debt burden.

Wednesday, October 14, 2026

3 Leads 13 Quick Hits
DIAMOND
LVMH lost €300B in market value as China demand collapsed.
PLATINUM
Bain Capital / Edged πŸ“ˆ
Bain Capital circling Koch's data center operator for $15B+.
GOLD
Dell'Oro Group / Data Center Physical Infrastructure
Data center infrastructure market grew 27% Y/Y in 2Q 2026.

Wednesday, October 14, 2026

3 Leads 11 Quick Hits
DIAMOND
BlackRock / Humana CenterWell πŸ“ˆ
BlackRock paid $2.8B for Humana's primary care clinic network.
PLATINUM
GTCR / Tactacam πŸ“ˆ
GTCR acquired Tactacam in over $1B deal from PE sponsor.
GOLD
Waterous Energy
Waterous Energy launching $1B fund for single-business acquisition strategy.

Wednesday, October 14, 2026

3 Leads 12 Quick Hits
DIAMOND
Forbes 400 πŸ“ˆ
America's richest gained $1.4 trillion in one year to $8 trillion total.
PLATINUM
UK Government / Sovereign Wealth πŸ“ˆ
Billionaires exited the UK with $160 billion in deployed capital.
GOLD
GlobalFoundries / US Semiconductor
GlobalFoundries selected to operate two fabs in New York under US-Japan pact.

Wednesday, October 14, 2026

3 Leads 13 Quick Hits
DIAMOND
Kakao Corporation πŸ“ˆ
Kakao spin-off plan collapses under shareholder pressure, stock craters.
PLATINUM
Global Sovereign Wealth Funds πŸ“ˆ
Sovereign wealth funds scale to $55 trillion, reshaping geopolitics through capital.
GOLD
Samsung Securities Family Office Division
Samsung Securities family office surpasses 200 families, 55 trillion won AUM.

Wednesday, October 14, 2026

3 Leads 11 Quick Hits
DIAMOND
Samsung Securities πŸ“ˆ
Samsung Securities family office crosses 55 trillion won, 200 ultra-wealthy families.
PLATINUM
Singapore Family Offices (ecosystem) πŸ“ˆ
Family offices abandon wealth managers, move capital directly to deals.
GOLD
Global Secondary Markets
LPs weaponize secondary-market data to audit GP valuations in real time.

Wednesday, October 14, 2026

3 Leads 12 Quick Hits
DIAMOND
UK Ultra-High-Net-Worth Exodus πŸ“ˆ
$160 billion in UK billionaire wealth fled to Monaco, Switzerland, UAE.
PLATINUM
Bain Capital / Edged πŸ“ˆ
Bain Capital eyes $15B+ data center acquisition from Koch Industries.
GOLD
Gautam Adani / M3M Hurun India Rich List 2026
Adani reclaimed India's richest spot with INR 9.23 lakh crore net worth.

Wednesday, October 14, 2026

3 Leads 12 Quick Hits
DIAMOND
Forbes 400 πŸ“ˆ
America's richest accumulated $8 trillion in one year alone.
PLATINUM
Kakao πŸ“ˆ
Kakao spin-off plan collapses under shareholder resistance, stock down 18%.
GOLD
UK Wealth Exodus
$160 billion in billionaire capital fled the UK for tax havens.

Wednesday, October 14, 2026

3 Leads 12 Quick Hits
DIAMOND
Amazon πŸ“ˆ
Amazon acquiring AI chip startup Decart for $7B to compete with Nvidia.
PLATINUM
Bain Capital πŸ“ˆ
Bain Capital weighing $15B+ bid for Koch-owned Edged data center operator.
GOLD
Tencent Holdings
Tencent raises $4.5B in debt with 3.9x oversubscription despite AI scrutiny.

Tuesday, October 13, 2026

3 Leads 13 Quick Hits
DIAMOND
LVMH fashion sales fell 4% as China demand structurally deteriorates.
PLATINUM
Copart, Inc. πŸ“ˆ
Copart commenced tender offer to acquire ACV at undisclosed pricing.
GOLD
Bruce Schanzer / Erez Asset Management
Activist investor Schanzer acquired 5.8% stake in Empire State Building owner.

Tuesday, October 13, 2026

3 Leads 12 Quick Hits
DIAMOND
LVMH MoΓ«t Hennessy Louis Vuitton πŸ“ˆ
LVMH's fashion division contracted 4% as China demand flatlined structurally.
PLATINUM
Audax Private Debt πŸ“ˆ
Audax raised $5.4B for third direct-lending fund with $10B total capacity.
GOLD
Moody's Investors Service
Moody's downgraded Poland to A3 citing durable fiscal deterioration since September 2025.

Tuesday, October 13, 2026

3 Leads 12 Quick Hits
DIAMOND
LVMH MoΓ«t Hennessy Louis Vuitton πŸ“ˆ
LVMH fashion sales fell 4% as China slowdown turns structural.
PLATINUM
Erez Asset Management πŸ“ˆ
Bruce Schanzer's firm bought 5.8% of Empire State Building owner ESRT.
GOLD
Audax Private Debt
Audax raised $5.4B for third direct-lending fund; can deploy $10B total.

Tuesday, October 13, 2026

3 Leads 12 Quick Hits
DIAMOND
KKR & Co. πŸ“ˆ
KKR paid $5.1B for Gen II Fund Services, betting on infrastructure scale.
PLATINUM
Tencent Holdings πŸ“ˆ
Tencent closed $4.5B debt offering despite AI spending scrutiny.
GOLD
Bain Capital Private Equity
Bain acquired Β₯9.3B stake in baudroie for strategic consolidation play.

Tuesday, October 13, 2026

3 Leads 13 Quick Hits
DIAMOND
Tata Group πŸ“ˆ
Tata Group commits major capital to Indian semiconductor manufacturing ambitions.
PLATINUM
ASML / Semiconductor Equipment Manufacturers πŸ“ˆ
Semiconductor front-end equipment market heads toward $182 billion by 2035.
GOLD
Semiconductor Ultrapure Water Systems Providers
Ultrapure water systems market reaches $4.7 billion opportunity by 2036.

Tuesday, October 13, 2026

3 Leads 11 Quick Hits
DIAMOND
Flex / General Catalyst πŸ“ˆ
Flex's AI data center spinoff valued at $37.5B in General Catalyst round.
PLATINUM
KKR & Co. πŸ“ˆ
KKR acquires Gen II Fund Services for $5.1B, moves deeper into fund administration.
GOLD
GTCR / Tactacam
GTCR acquires PE-backed Tactacam in over $1B secondary transaction.

Tuesday, October 13, 2026

3 Leads 12 Quick Hits
DIAMOND
KKR & Co. πŸ“ˆ
KKR acquired Gen II Fund Services for $5.1B, betting on fund administration scale.
PLATINUM
Bain Capital Private Equity πŸ“ˆ
Bain Capital took 9.75% of baudroie for Β₯9.3B, Tokyo IPO-prep move.
GOLD
Erez Asset Management / Empire State Realty Trust
Bruce Schanzer's fund bought 5.8% of ESRT. The building just got an activist.

Tuesday, October 13, 2026

3 Leads 13 Quick Hits
DIAMOND
Moody's Ratings / Poland πŸ“ˆ
Moody's downgraded Poland's sovereign credit rating on fiscal deterioration.
PLATINUM
xAI / Intel / Hugging Face πŸ“ˆ
Private equity exit market hit $227B as deal volume fell 17% YoY.
GOLD
Bain Capital Private Equity / Baudroie Inc.
Bain Capital acquired 9.75% stake in Baudroie for Β₯9.3 billion.

Monday, October 12, 2026

3 Leads 13 Quick Hits
DIAMOND
Amazon πŸ“ˆ
Amazon pursues Decart acquisition at $7B for AI-trained world models.
PLATINUM
Broadcom πŸ“ˆ
Broadcom arranges $50B debt facility for OpenAI's custom chip play.
GOLD
Wolfspeed
DoD invested $1.5B in Wolfspeed silicon carbide manufacturing capacity.

Monday, October 12, 2026

3 Leads 13 Quick Hits
DIAMOND
Reliance Industries / Jio πŸ“ˆ
Jio prepares mega IPO as Indian primary market opens β‚Ή10,300 crore week.
PLATINUM
GTCR / Tactacam πŸ“ˆ
GTCR acquired Tactacam in $1B+ secondary PE buyout.
GOLD
Bain Capital Private Equity
Bain Capital acquired 9.75% stake in baudroie for Β₯9.3 billion.

Monday, October 12, 2026

3 Leads 12 Quick Hits
DIAMOND
Sovereign Wealth Funds (Global) πŸ“ˆ
State investors now move capital at scales private markets cannot match.
PLATINUM
Erez Asset Management / Empire State Realty Trust πŸ“ˆ
Activist paid $43M for 5.8% of Empire State Realty Trust.
GOLD
NatWest / Phoenix Court
NatWest deployed material LP capital into Phoenix Court venture funds.

Monday, October 12, 2026

3 Leads 13 Quick Hits
DIAMOND
Amazon πŸ“ˆ
Amazon plots $7B acquisition of Decart to anchor AI infrastructure.
PLATINUM
Bain Capital πŸ“ˆ
Bain Capital circles Edged in $15B+ data center bid.
GOLD
General Catalyst / Flex
Flex's data center spin-off valued at $37.5B by General Catalyst.

Monday, October 12, 2026

3 Leads 12 Quick Hits
DIAMOND
BlackRock / IFM Investors πŸ“ˆ
BlackRock and IFM pursue $25B data center acquisition together.
PLATINUM
Bain Capital πŸ“ˆ
Bain circles $15B+ Koch data center operator Edged.
GOLD
Flex Ltd.
Flex's AI data center spin-off valued at $37.5B by General Catalyst.

Monday, October 12, 2026

3 Leads 13 Quick Hits
DIAMOND
Bain Capital / Koch Industries πŸ“ˆ
Bain circles $15B data center purchase from Koch. The arms race got real.
PLATINUM
Flex Ltd. πŸ“ˆ
Flex's AI data center spinoff valued at $37.5B. Wall Street hasn't priced it yet.
GOLD
Pennon Group
Pennon cuts dividend, raises Β£550M. Water utility reset is underway.

Monday, October 12, 2026

3 Leads 12 Quick Hits
DIAMOND
Semiconductor Front End Equipment Market πŸ“ˆ
Front-end fab equipment hits $182B by 2035 on AI chip orders alone.
PLATINUM
VSMC (VIS & NXP Joint Venture) πŸ“ˆ
VSMC opens $7.8B Singapore fab; 44,000 wafers monthly by 2027.
GOLD
NatWest Group
NatWest commits material LP stake to Phoenix Court venture funds.

Sunday, October 11, 2026

3 Leads 13 Quick Hits
DIAMOND
Flex Ltd. πŸ“ˆ
Flex's AI data center spin spun at $37.5 billion valuation.
PLATINUM
BlackRock / IFM Investors πŸ“ˆ
BlackRock and IFM in exclusive talks for $25 billion data center acquisition.
GOLD
Bain Capital / Edged
Bain Capital weighs $15 billion Koch data-center operator purchase.

Sunday, October 11, 2026

3 Leads 12 Quick Hits
DIAMOND
Nvidia πŸ“ˆ
SpaceX eyes $40B in Nvidia chips. The largest single customer order ever.
PLATINUM
Copart πŸ“ˆ
Copart launches tender offer for ACV at undisclosed price. Vertical consolidation moves.
GOLD
Generac Holdings
Amazon committed $2.4B to Generac for power infrastructure. The infrastructure play is undeniable.

Sunday, October 11, 2026

3 Leads 13 Quick Hits
DIAMOND
UK Billionaire Capital Flight πŸ“ˆ
$160 billion in billionaire wealth exited Britain for tax havens.
PLATINUM
Tech Billionaires vs. Rest of World πŸ“ˆ
Tech billionaires gained $845 billion while the rest lost.
GOLD
LVMH / European Luxury Sector
LVMH revenue forecasts look too soft; RBC flags earnings consensus as optimistic.

Sunday, October 11, 2026

3 Leads 12 Quick Hits
DIAMOND
McKesson & Clayton Dubilier & Rice πŸ“ˆ
McKesson and CD&R take Option Care private for $5.8B.
PLATINUM
GTCR and Tactacam πŸ“ˆ
GTCR acquires PE-backed Tactacam in $1B+ secondary deal.
GOLD
Bain Capital Private Equity
Bain Capital acquires 9.75% stake in baudroie for Β₯9.3B.

Sunday, October 11, 2026

3 Leads 13 Quick Hits
DIAMOND
Bain Capital / Edged (Koch Industries) πŸ“ˆ
Bain eyed $15B data center bet as AI infrastructure becomes PE's core thesis.
PLATINUM
Flex Ltd. / General Catalyst πŸ“ˆ
Flex's AI data center unit valued at $37.5B by General Catalyst.
GOLD
VSMC (VIS / NXP JV)
VSMC's Singapore 300mm fab produces 44,000 wafers monthly by Q1 2027.

Sunday, October 11, 2026

3 Leads 12 Quick Hits
DIAMOND
Alphabet πŸ“ˆ
Alphabet financed $1.8B power expansion to feed AI data centers.
PLATINUM
GTCR / Tactacam πŸ“ˆ
GTCR acquired PE-backed Tactacam for over $1B.
GOLD
Investcorp
Investcorp closed North American PE Fund II at $1.22B, beating target.

Sunday, October 11, 2026

3 Leads 12 Quick Hits
DIAMOND
LVMH Q3 revenue expected €18.49B as luxury demand softens across sectors.
PLATINUM
Private Equity Market (Exits) πŸ“ˆ
PE exit volume dropped 17% while deal values hit $227B in 2026.
GOLD
GTCR
GTCR acquired Tactacam, a PE-backed dashcam firm, for over $1B.

Sunday, October 11, 2026

3 Leads 13 Quick Hits
DIAMOND
Julius Baer πŸ“ˆ
Swiss bank deploys $723M buyback as regulators tighten capital rules.
PLATINUM
Luxury Sector (LVMH, Kering, HermΓ¨s, Brunello Cucinelli) πŸ“ˆ
Luxury P/E ratios collapse below fast-fashion peers for first time.
GOLD
Rezolve AI
Rezolve AI wins court approval for $300M capital reduction and buyback.

Saturday, October 10, 2026

3 Leads 13 Quick Hits
DIAMOND
UK Wealth Exodus πŸ“ˆ
Billionaires moved $160B out of Britain in one tax cycle.
PLATINUM
Global Tech Billionaires πŸ“ˆ
Tech fortunes gained $845B while non-tech lost ground in 2026.
GOLD
Palm Beach County Luxury Real Estate
Palm Beach set annual record for $10M+ home sales in August.

Saturday, October 10, 2026

3 Leads 12 Quick Hits
DIAMOND
BlackRock / IFM Investors πŸ“ˆ
BlackRock and IFM locked exclusive talks on $25B data center acquisition.
PLATINUM
Flex Ltd. πŸ“ˆ
General Catalyst priced Flex's data center spin at $37.5B. Market yawned.
GOLD
TOMS Capital / Voya Financial
TOMS Capital filed proxy at Voya Financial citing 11% undervaluation.

Saturday, October 10, 2026

3 Leads 11 Quick Hits
DIAMOND
Flex Ltd. / General Catalyst πŸ“ˆ
Flex's AI data center spin spins in at $37.5B valuation.
PLATINUM
BlackRock / IFM Investors πŸ“ˆ
BlackRock and IFM eye Stack Infrastructure Asia for $20-25B.
GOLD
Erez Asset Management / Empire State Realty Trust
Erez pays $43M for 5.8% stake in ESRT, marks activist entry.

Saturday, October 10, 2026

3 Leads 13 Quick Hits
DIAMOND
JPMorgan Chase πŸ“ˆ
JPMorgan signals $50B inflow cycle into crypto before year-end.
PLATINUM
Rakuten Group πŸ“ˆ
Rakuten issued Β₯360 billion in corporate bonds at 3.8–4.6% annual rate.
GOLD
Startale Japan
Japan's first digital corporate bond issued in JPYSC stablecoin.

Saturday, October 10, 2026

3 Leads 13 Quick Hits
DIAMOND
Beretta Holding / Sturm, Ruger & Company πŸ“ˆ
Beretta tenders $44.80 per share for Ruger. The firearms consolidation closes.
PLATINUM
Medtronic / MiniMed Group πŸ“ˆ
Medtronic launches exchange offer to separate MiniMed. Diabetes franchise goes standalone.
GOLD
BlackRock Health Sciences Term Trust
BMEZ tender offer triggered by 11.05% discount to NAV. The discount tax gets corrected.

Saturday, October 10, 2026

3 Leads 12 Quick Hits
DIAMOND
BlackRock / IFM Investors πŸ“ˆ
BlackRock and IFM in exclusive talks for $25B Asia data center deal.
PLATINUM
Akamai Technologies πŸ“ˆ
Akamai signs $11.6B seven-year deal with Anthropic for AI infrastructure.
GOLD
Flex Ltd.
Flex's AI data center spin-off valued at $37.5B by General Catalyst.
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