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Markets Edge

Issued Thursday, September 10, 2026 · 06:00 UTC Edition 8/day editions · 6 papers From the chopped neck Latest Issue Archive Corporate AccountsArt Forgotten
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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 ISLAYSLB acquired Kelvion for $4.1B, doubling down on data center thermal infrastructureHENRI IVCPP Investments and Equinix closed atNorth acquisition in Nordic data center expansionMACALLAN 1926Flex acquired EPC Power for AI data center power conversion and grid applicationsLOUIS XIIITNR Gold urged shareholders to back its board slate in proxy fight with dissident investorPAPPY 23ISS backs Better Mortgage's board in proxy contest against Vishal GargJOHNNIE BLUELVMH lost half its market value; price hikes are compressing luxury goods demand across EuropeWELL POURActivist hedge fund Empery won right to stage proxy fight against DAT Freight & LogisticsISABELLA'S ISLAYSLB acquired Kelvion for $4.1B, doubling down on data center thermal infrastructureHENRI IVCPP Investments and Equinix closed atNorth acquisition in Nordic data center expansionMACALLAN 1926Flex acquired EPC Power for AI data center power conversion and grid applicationsLOUIS XIIITNR Gold urged shareholders to back its board slate in proxy fight with dissident investorPAPPY 23ISS backs Better Mortgage's board in proxy contest against Vishal GargJOHNNIE BLUELVMH lost half its market value; price hikes are compressing luxury goods demand across EuropeWELL POURActivist hedge fund Empery won right to stage proxy fight against DAT Freight & Logistics
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ISABELLA'S ISLAY M&A Intelligence Sep 10, 2:01 AM EDT
SLB
WSJ ↗

SLB acquired Kelvion for $4.1B, doubling down on data center thermal infrastructure

SLB completed its $4.1 billion acquisition of Kelvion, a leading data center cooling work provider, as the oilfield services giant pivots toward AI infrastructure.

ReadingData center infrastructure M&A has entered the industrial-grade phase. Thermal and power management are now the scarcity, not compute.
WatchWhich semiconductor cooling vendor signals a sale within 90 days. The next deal anchors the category valuation.
Read full analysis → Original ↗
m&ainfrastructuredata-centersthermal-management
HENRI IV M&A Intelligence Sep 10, 2:01 AM EDT
CPP Investments & Equinix
Equinix Newsroom ↗

CPP Investments and Equinix closed atNorth acquisition in Nordic data center expansion

CPP Investments and Equinix have completed their acquisition of atNorth, strengthening their position in the Nordic data center market.

ReadingInstitutional capital is locking down geography ahead of infrastructure buildout. Expect consolidation to accelerate in lower-population-density zones.
WatchWhich other Nordic or Benelux data center operators get acquired in Q4. Equinix's move signals pricing compression.
Read full analysis → Original ↗
m&adata-centersnordicequinix
MACALLAN 1926 M&A Intelligence Sep 10, 2:01 AM EDT
Flex
Flex Investor Relations ↗

Flex acquired EPC Power for AI data center power conversion and grid applications

Flex announced the acquisition of EPC Power, bolstering its capabilities in power conversion technology for AI data centers and grid infrastructure.

ReadingThe modular power supply market just got its first roll-up anchor. Other EPC-scale vendors should expect inbound calls.
WatchFlex's next announcement. If it's another power-adjacent acquisition, they're building a stack to sell to cloud operators directly.
Read full analysis → Original ↗
m&apower-conversiondata-centersai
LOUIS XIII Capital Markets Sep 10, 2:01 AM EDT
TNR Gold
Proactive Financial News ↗

TNR Gold urged shareholders to back its board slate in proxy fight with dissident investor

TNR Gold is urging shareholders to support its nominated board directors against a dissident investor's competing slate in an upcoming proxy contest.

ReadingProxy fights in junior metals are less about operational failure and more about cap table timing. If management wins, exploration continues on current thesis.
WatchThe investor's identity and hold period. Activist pressure in juniors usually escalates if the stock lags comps by 40%+ over 18 months.
Read full analysis → Original ↗
proxy-fightjunior-miningshareholder-activism
PAPPY 23 Executive Appointments Sep 10, 2:01 AM EDT
Better Mortgage / Vishal Garg
National Mortgage Professional ↗

ISS backs Better Mortgage's board in proxy contest against Vishal Garg

Institutional Shareholder Services recommended shareholders support Better Mortgage's board slate against a competing nomination from Vishal Garg in an upcoming shareholder vote.

ReadingFounder removal + ISS rejection means the board has convinced major shareholders the company functions better without founder pressure.
WatchVoting results. If Garg takes less than 30% of shares, his next move is likely a full exit or a quiet settlement.
Read full analysis → Original ↗
proxy-fightfounder-removalgovernance
JOHNNIE BLUE Luxury Sector Sep 10, 2:01 AM EDT
Luxury Sector
economy.ac ↗

LVMH lost half its market value; price hikes are compressing luxury goods demand across Europe

LVMH's market capitalization has fallen sharply, reflecting broader weakness in luxury goods demand as aggressive price increases fail to maintain brand premiums in a softer consumer environment.

ReadingLuxury goods pricing power is no longer structural. Brands now compete on narrative, not scarcity. Expect margin compression across the sector through 2025.
WatchWhich luxury conglomerate announces a pricing reset first. That will be the canary.
Read full analysis → Original ↗
luxurypricing-powerdemand-compressioneurope
WELL POUR Capital Markets Sep 10, 2:01 AM EDT
Empery & DAT
Bloomberg Law News ↗

Activist hedge fund Empery won right to stage proxy fight against DAT Freight & Logistics

An activist hedge fund secured the right to proceed with a proxy fight against DAT Freight & Logistics, advancing its nomination of board candidates.

ReadingDAT's operational metrics now get weaponized in the proxy. Expect management to preempt with Q3 guidance on free cash flow.
WatchWhether DAT announces a special dividend or accelerated buyback in the next 30 days. That's the pre-proxy defense move.
Read full analysis → Original ↗
proxy-fightactivismlogistics
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