Archive

Friday, April 17, 2026

3 Leads 13 Quick Hits

DIAMOND

Electronic Arts 📈

Electronic Arts goes private in $56.5B leveraged buyout.

PLATINUM

Private Equity / Sovereign Wealth Funds 📈

PE and sovereign funds revive large leveraged buyouts across multiple sectors.

GOLD

Lone Pine Capital

Lone Pine Capital reveals major portfolio repositioning in latest 13F filing.

Friday, April 17, 2026

3 Leads 12 Quick Hits

DIAMOND

Christie's and Sotheby's 📈

Auction houses close 2025 with momentum. Trophy lots and private deals drove sales up.

PLATINUM

Paris Auction Houses 📈

Paris auctions posted $212M haul. Up 30% from 2024. The comeback is real.

GOLD

Monte dei Paschi

Shareholders ousted the ousters. Lovaglio returns to CEO after proxy fight win.

Friday, April 17, 2026

3 Leads 12 Quick Hits

DIAMOND

JPMorgan / Crypto Markets 📈

Crypto funds hit $130B in 2025. JPMorgan expects inflows to accelerate further.

PLATINUM

Blackstone 📈

Blackstone plots $2B data center REIT IPO targeting mid-2025 launch.

GOLD

Credo Semiconductor

Credo acquires DustPhotonics for up to $1.3B, enters optical interconnect market.

Friday, April 17, 2026

3 Leads 13 Quick Hits

DIAMOND

Electronic Arts 📈

Gaming studio EA goes private in $56.5B LBO deal, stock up 15%.

PLATINUM

Toyota Industries 📈

Toyota tender offer for Industries subsidiary succeeds, consolidates to parent.

GOLD

Scholastic Corporation

Scholastic launches $200M cash tender offer to buyback shares.

Friday, April 17, 2026

3 Leads 13 Quick Hits

DIAMOND

Electronic Arts 📈

Electronic Arts sold itself for $56.5B in leveraged buyout.

PLATINUM

State Farm 📈

State Farm returned $5B to auto customers in largest dividend ever.

GOLD

Telefónica

Telefónica may cut dividend from €0.03 to €0.02 per share.

Friday, April 17, 2026

3 Leads 13 Quick Hits

DIAMOND

Electronic Arts 📈

Electronic Arts goes private in $56.5B leveraged buyout.

PLATINUM

Private Equity / Sovereign Wealth Funds 📈

PE and sovereign wealth funds revive large leveraged buyouts in 2025.

GOLD

OCP Group

OCP completes $1.5B hybrid bond issuance on international markets.

Friday, April 17, 2026

3 Leads 12 Quick Hits

DIAMOND

LVMH Moët Hennessy Louis Vuitton 📈

LVMH misses revenue targets as Middle East conflict dims luxury rebound.

PLATINUM

Goldman Sachs / Family Office Cohort 📈

Nearly 40% of family offices plan to raise allocations to equity in 2026.

GOLD

The RealReal

The RealReal schedules Q1 2026 earnings call amid luxury resale softening.

Thursday, April 16, 2026

3 Leads 13 Quick Hits

DIAMOND

TSMC 📈

TSMC commits $165B to US manufacturing as geopolitical supply chain hardens.

PLATINUM

PepsiCo 📈

Elliott Management pressure test begins as PepsiCo reports Q3 earnings, turnaround unproven.

GOLD

Scholastic Corporation

Scholastic launches $200M share buyback, signals cash confidence amid education market shift.

Thursday, April 16, 2026

3 Leads 12 Quick Hits

DIAMOND

United States Government 📈

Moody's downgrades U.S. sovereign credit as $39T debt load triggers rating action.

PLATINUM

PepsiCo 📈

Elliott Management demands operational reset at $230B food and beverage operator.

GOLD

Genesco Inc.

Radoff and Jumana Capital build 7.6% stake in footwear and apparel retailer.

Thursday, April 16, 2026

3 Leads 13 Quick Hits

DIAMOND

Global Equity Markets 📈

Global equity funds post $20B weekly outflows. The largest move in three months.

PLATINUM

Family Offices 📈

Family offices double down on stocks, dial back private equity allocations.

GOLD

Emerging Markets Funds

Emerging market funds see resurgence. Institutions pile in after prolonged drought.

Thursday, April 16, 2026

3 Leads 12 Quick Hits

DIAMOND

Toyota Industries 📈

Toyota completes tender offer for Toyota Industries stake.

PLATINUM

Scholastic Corporation 📈

Scholastic launches $200M cash tender offer for common stock.

GOLD

State Farm Mutual

State Farm returns $5B to auto customers in largest dividend payout.

Thursday, April 16, 2026

3 Leads 13 Quick Hits

DIAMOND

Electronic Arts 📈

Private equity consortium takes EA private for $56.5B in landmark LBO.

PLATINUM

Blackstone 📈

Blackstone structures $2B data center REIT ahead of public markets.

GOLD

Credo Semiconductor

Credo acquires DustPhotonics for up to $1.3B in chip consolidation move.

Thursday, April 16, 2026

3 Leads 13 Quick Hits

DIAMOND

Electronic Arts 📈

Electronic Arts going private in $56.5B leveraged buyout.

PLATINUM

Christie's and Sotheby's 📈

Auction houses finish 2025 with increased sales, trophy lots driving $212M haul.

GOLD

Emerging Markets Funds

Institutional capital flows into EM ETFs as $20B weekly equity outflows reverse.

Thursday, April 16, 2026

2 Leads 0 Quick Hits

DIAMOND

SpaceX 📈

SpaceX files IPO prospectus this week, reshaping space-to-market timeline.

PLATINUM

LVMH 📈

Louis Vuitton owner misses revenue views as Middle East conflict dims rebound.

Thursday, April 16, 2026

3 Leads 12 Quick Hits

DIAMOND

SpaceX 📈

SpaceX files IPO prospectus this week as valuation exceeds €1.61 trillion.

PLATINUM

JPMorgan 📈

JPMorgan: Crypto inflows hit $130 billion in 2025, expects acceleration in 2026.

GOLD

Seaport, Hemab, Kailera

Seaport and Hemab file for IPO as Kailera prices, biotech cycle resets.

Wednesday, April 15, 2026

3 Leads 12 Quick Hits

DIAMOND

Apollo Global Management / Nippon Sheet Glass 📈

Apollo acquires Nippon Sheet Glass for $3.7B, reshaping industrial glass landscape.

PLATINUM

S&P Global / Motive Partners 📈

S&P Global acquires With Intelligence for $1.8B in private markets play.

GOLD

Avanos Medical / American Industrial Partners

American Industrial Partners acquires Avanos Medical for $1.27B.

Wednesday, April 15, 2026

3 Leads 13 Quick Hits

DIAMOND

Norway Government Pension Fund Global 📈

Norway lifts Syrian bond ban as geopolitical risk recalibrates.

PLATINUM

Family Offices (Aggregate) 📈

Nearly 40% of family offices plan to raise equity allocations in 2026.

GOLD

Lone Pine Capital

Steve Mandel's Lone Pine reveals major portfolio rebalancing in Q4 13F filing.

Wednesday, April 15, 2026

3 Leads 14 Quick Hits

DIAMOND

State Farm Mutual 📈

State Farm paid $5 billion dividend to auto customers in largest payout ever.

PLATINUM

Nomura Holdings 📈

Nomura completed 60 billion yen share repurchase, signaling capital strength.

GOLD

Universal Music Group

UMG executed weekly transactions under €500 million buyback program.

Wednesday, April 15, 2026

3 Leads 13 Quick Hits

DIAMOND

Global Semiconductor Equipment Manufacturing 📈

Semiconductor equipment sales hit $135B in 2025 as AI investment accelerates.

PLATINUM

TSMC 📈

TSMC US investment reaches $165B as manufacturing footprint expands.

GOLD

State Farm Mutual

State Farm returned $5B to auto customers through dividend, signaling capacity reset.

Tuesday, April 14, 2026

3 Leads 14 Quick Hits

DIAMOND

CoreWeave / Meta Platforms 📈

Meta commits $21B to CoreWeave for AI infrastructure over multi-year deal.

PLATINUM

Ares Management 📈

Ares plans smaller private credit fund, less leverage amid redemption pressure.

GOLD

Goldman Sachs Asset Management

Goldman's AM arm posts record AUM as private credit fund weathers redemptions.

Tuesday, April 14, 2026

3 Leads 12 Quick Hits

DIAMOND

Electronic Arts 📈

Electronic Arts goes private in $56.5B leveraged buyout.

PLATINUM

PepsiCo 📈

Elliott Management takes $4B stake, signals historic value unlock.

GOLD

Medtronic

Medtronic expands board as activist investor positions for M&A.