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New Filings
Blackstone hospitality continuation vehicle$8.4BSecondaries
Walmart spins off Sam's Club$48BExit
TPG Rise Climate III final close$3BFund raise
Thoma Bravo take-private of a cloud security company (target unnamed)$15BBuyout
Pfizer and Vertex combination$86BM&A
Blackstone hospitality continuation vehicle$8.4BSecondaries
Walmart spins off Sam's Club$48BExit
TPG Rise Climate III final close$3BFund raise
Thoma Bravo take-private of a cloud security company (target unnamed)$15BBuyout
Pfizer and Vertex combination$86BM&A
All NewsBuyoutM&ADebtExitsMarket
Which Industries Actually Make Money? Semiconductors and Entertainment Software Lead the Margin RaceIndustry economics can make a substantial difference to profitability. January 2026 data from NYU Stern reveals a wide gap between the most profitable and loss-making sectors among…Industry·26 Oct 2026
Industries & Technology›Musk Pushes for $3.7 Trillion Tesla-SpaceX Merger Before Trump Leaves OfficeThe proposed combination would unite electric vehicles, satellite communications, space exploration and artificial intelligence in a transaction of unprecedented scale.Technology·24 Oct 2026
Equities & Rates›Alphabet Q3 2026: Growth Is No Longer FreeAlphabet delivered its fastest revenue growth in five years and its stock fell more than 10% after hours. Both facts came from the same quarter.Markets·28 Oct 2026
Macro›Taiwan Blocks Grab’s $600 Million Foodpanda Acquisition Over Competition ConcernsTaiwan’s Fair Trade Commission has blocked Grab Holdings’ proposed $600 million acquisition of Foodpanda’s Taiwanese delivery business, dealing a major setback to the Singapore-bas…Macro·24 Oct 2026
The Latest News›
Meta Hit With $25 Billion Penalty as Judge Cuts Record Jury AwardA New Mexico judge has ordered Meta to pay $25 billion for misleading users about the privacy of their data, concluding a case that began with the Cambridge Analytica scandal and n…Industry·22 Oct 2026
Lufthansa Aviation Software Asset Is On Sale!Lufthansa is exploring a €1 billion sale of its aviation software unit, capitalizing on valuation arbitrage to fund core fleet modernization through strategic de-conglomeration.Industry·17 Oct 2026
Shanghai Port Targets Singapore Metals Warehouse For Strategic IntelligenceShanghai Port Group’s potential acquisition of Singapore’s H&M Metal Warehousing signals a shift in M&A, targeting private logistics for proprietary LME data over simple storage.Industry·12 Oct 2026Ben Affleck & Matt Damon Bet On The Future Of CinemaBen Affleck and Matt Damon have launched Artists Equity Independent Pictures (AEIP), a new label within their production company Artists Equity focused on emerging filmmakers.Industry·10 Oct 2026
Wall Street’s $60B Bet: How Anthropic’s Chip Deal is Minting a New Private Credit Asset ClassWall Street is syndicating a record $60 billion debt package for Anthropic’s Google chip lease, transforming AI infrastructure into a massive private-market credit asset class.Technology·6 Oct 2026
Meta faces up to $1.4 trillion in lawsuit over teen safety claims.Meta is facing a federal trial that could result in damages of up to $1.4 trillion, a figure that roughly matches the company's entire market cap.Technology·29 Aug 2026
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Capital by sector›
Health Care2 deals$136B
Financials8 deals$117B
Information Technology14 deals$107B
Energy2 deals$75.5B
Consumer Staples1 deal$48B
Real Estate4 deals$23.8B
Industrials3 deals$17B
Utilities1 deal$14B
Communication Services1 deal$9.5B
Materials1 deal$9.5B
Consumer Discretionary3 deals$8.4B

The deals the desk tracks, by sector and combined reported value.

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Anthropic Tells Investors Its TAM Could Reach $30 TrillionAnthropic's Q2 2026 revenue exceeded $11.5 billion, according to documents viewed by Bloomberg News.Technology·27 Aug 2026
Microsoft, Google and Amazon Raise Combined AI Capex Guidance to $280BThe three hyperscalers each lifted full-year capex guidance on their latest earnings calls, citing demand for AI training and inference capacity that continues to outstrip supply.Technology·27 Jul 2026
Enterprise AI Agent Adoption Doubles in Six Months, McKinsey Survey FindsThe share of large enterprises running autonomous AI agents in production, rather than pilots, has roughly doubled since the last survey wave, led by customer service and coding use cases.Technology·26 Jul 2026
NVIDIA: The Infrastructure Layer No One Can Route AroundNVIDIA now forms the backbone of modern AI compute. Cloud operators, enterprise data centers and research labs all route their most demanding workloads through the company’s GPUs.Technology·26 May 2026
Hyperscaler AI Power Demand Forces Rewrite of US Grid PlansCombined data centre power demand from the four largest US hyperscalers will exceed 95 GW by 2030, forcing utilities to fast-track $400B of grid investment.Industry·18 May 2026
Auto OEMs Slash Sticker Prices to Combat EV Inventory BuildFord, GM and Stellantis are running price cuts of 8–14% on flagship EVs as US EV inventory days hit a multi-year high.Industry·16 May 2026
Semiconductor Equipment Backlog Hits Record $115B at ASML, AMAT, LRCXCombined backlog at the three largest semiconductor equipment makers has reached a record $115B, dominated by AI compute and advanced packaging.Industry·15 May 2026
Banking Sector Capital Ratios Hit Decade High as Basel Final Take EffectThe final Basel III implementation has lifted US big-bank CET1 ratios to a decade high, with capital returns set to rise materially in 2026 and 2027.Industry·14 May 2026
Aviation Sector Order Book Tops $1.2T as Boeing and Airbus Race Production RecoveryCombined Boeing and Airbus order backlog has reached a record $1.2 trillion, but production constraints continue to limit deliveries.Industry·13 May 2026
Lithium Prices Bottom and Rebound 35% on EV Inventory DrawdownSpot lithium carbonate has rebounded 35% from January lows as inventory normalisation in the EV supply chain combined with high-grade brine project delays.Industry·12 May 2026Defence Industrial Base Expanding for First Time in Two DecadesUS prime contractors are building physical production capacity at the fastest pace since the 1980s as munitions and missile demand outstrips existing infrastructure.Industry·11 May 2026Software Sector Revenue Growth Re-Accelerates as AI Workloads MatureMedian Q1 revenue growth across the BVP Cloud Index has re-accelerated to 19% year-on-year, reversing a multi-year deceleration trend.Industry·9 May 2026