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Markets Edge

Issued Thursday, June 25, 2026 · 03:00 UTC Edition 8/day editions · 6 papers From the chopped neck Latest Issue Archive Corporate Accounts
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Ranked by the pour ISABELLA'S ISLAY HENRI IV MACALLAN 1926 LOUIS XIII PAPPY 23 JOHNNIE BLUE WELL POUR
Also crossing the wire
ISABELLA'S ISLAYSpaceX converts Colossus into $6.3B computing power platformHENRI IVQualcomm acquires Modular for $3.9B to fortify data-center AIMACALLAN 1926Galaxy Digital converts $65M bitcoin rescue into $4.5B AI dealLOUIS XIIITaylor Swift crosses $2B net worth on Forbes rosterPAPPY 23Diana Shipping defends $24.80 cash bid against Genco proxy warJOHNNIE BLUEDividend cuts spread across finance, food, banking, tech—four signals in one weekWELL POURMusk's net worth rises $16B on SpaceX IPO signals, Tesla volatilityISABELLA'S ISLAYSpaceX converts Colossus into $6.3B computing power platformHENRI IVQualcomm acquires Modular for $3.9B to fortify data-center AIMACALLAN 1926Galaxy Digital converts $65M bitcoin rescue into $4.5B AI dealLOUIS XIIITaylor Swift crosses $2B net worth on Forbes rosterPAPPY 23Diana Shipping defends $24.80 cash bid against Genco proxy warJOHNNIE BLUEDividend cuts spread across finance, food, banking, tech—four signals in one weekWELL POURMusk's net worth rises $16B on SpaceX IPO signals, Tesla volatility
Showing 7 stories
ISABELLA'S ISLAY Technology Intelligence Jun 24, 11:03 PM EDT
SpaceX / Reflection AI
MSN ↗

SpaceX converts Colossus into $6.3B computing power platform

SpaceX has turned its Colossus data center into a commercial computing power platform, landing recent deals with Anthropic, Google and Cursor.

ReadingThis is how infrastructure capital becomes leverage. The next three years belong to whoever owns the compute floor.
WatchGenerat AI training demand will now move with SpaceX capacity announcements, not OpenAI ones.
Read full analysis → Original ↗
spacexai-infrastructurecomputerevenue
HENRI IV Technology Intelligence Jun 24, 11:03 PM EDT
Qualcomm
MSN ↗

Qualcomm acquires Modular for $3.9B to fortify data-center AI

Qualcomm has agreed to buy artificial-intelligence infrastructure software company Modular to expand its data-center portfolio.

ReadingChip-only stories are over. The winner in silicon owns the software stack that knows how to use it.
WatchAMD and Intel now face the same question: software or bankruptcy.
Read full analysis → Original ↗
qualcommmodularai-softwaresemiconductor
MACALLAN 1926 Venture Intelligence Jun 24, 11:03 PM EDT
Galaxy Digital
MSN ↗

Galaxy Digital converts $65M bitcoin rescue into $4.5B AI deal

Galaxy Digital may have stumbled into one of the most lucrative AI infrastructure deals in the sector after acquiring the Helios mining facility from distressed sellers.

ReadingEnergy assets are computing assets now. Every coal plant and stranded data center just got a second life — or a buyer.
WatchHyperscale Data's $1.2B compute deal proves this is not a one-time arbitrage. It is a category.
Read full analysis → Original ↗
galaxy-digitalbitcoin-miningai-infrastructurepivots
LOUIS XIII Brand Intelligence Jun 24, 11:03 PM EDT
Taylor Swift
Variety ↗

Taylor Swift crosses $2B net worth on Forbes roster

Forbes lists Taylor Swift with a $2 billion net worth, reflecting the expanded legitimacy of music catalog values and touring economics.

ReadingMusic is no longer an art form on the balance sheet. It is infrastructure.
WatchThe next Forbes list will have seven musicians. All under 45.
Read full analysis → Original ↗
taylor-swiftnet-worthmusic-businesscelebrity-wealth
PAPPY 23 M&A Intelligence Jun 24, 11:03 PM EDT
Diana Shipping
Seeking Alpha ↗

Diana Shipping defends $24.80 cash bid against Genco proxy war

Diana Shipping urges GNK holders to back its board nominees and vote down the equity plan ahead of the June 18 meeting.

ReadingShipping operators are watching if a $24.80 all-cash offer survives a board that does not want to sell.
WatchIf the poison pill survives June 18, the deal resets. If it fails, Diana owns the narrative.
Read full analysis → Original ↗
diana-shippingproxy-fightshippingconsolidation
JOHNNIE BLUE Capital Markets Jun 24, 11:03 PM EDT
Multiple (Liontrust, Conagra, BCB Bancorp, TCS)
Multiple (Seeking Alpha, MSN, AOL, LSE) ↗

Dividend cuts spread across finance, food, banking, tech—four signals in one week

BCB Bancorp suspended its dividend, Conagra faces margin pressure, Liontrust cut despite slowing outflows, and TCS manages payout timing amid Q1 results.

ReadingDividend cuts are no longer a shock. They are now a signal of operational honesty — or a warning of structural decline.
WatchIf TCS and other tech payouts hold through Q3, dividend safety returns. If they fall, the narrative shifts to debt pressure.
Read full analysis → Original ↗
dividendscapital-managementearnings-pressuremulti-sector
WELL POUR Capital Markets Jun 24, 11:03 PM EDT
Elon Musk / SpaceX
AOL ↗

Musk's net worth rises $16B on SpaceX IPO signals, Tesla volatility

Elon Musk's net worth gain of $16 billion reflects recent Tesla stock recovery and SpaceX's positioning toward public markets.

ReadingMusk's net worth is now a leading indicator of SpaceX IPO timing.
WatchIf SpaceX raises capital at a $200B+ valuation in the next 12 months, this $16B gain was the warmup.
Read full analysis → Original ↗
elon-muskspacexteslanet-worth
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