Coverage
Capital flows, investment trends, and the financial architecture of the next decade.
The chip maker told investors that Blackwell Ultra orders exceed $180 billion, easing fears that hyperscaler spending would plateau after two years of record capex.
The combined rocket, Starlink, and xAI business is poised for the largest public offering in history — and could open the floodgates for OpenAI and Anthropic listings.
The chip designer seeks deeper European investor access as AI edge devices drive royalty growth.
Apollo and Blue Owl tout faster loan decisions; SEC asks for model documentation on bias and explainability.
Pension funds and family offices increased allocations as bitcoin trades above prior cycle highs.
The Nasdaq Composite gained 2.8 percent as policymakers signaled one cut possible before year-end.
Data-center revenue rose 94 percent year-on-year, with hyperscalers committing to multi-year GPU purchase agreements.
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