Featured

Private Credit poses a major risk to investors, but the current controls may also be the last thing that stops it from becoming another 2008-style crisis

New EU banking rules are reshaping competition across the continent. By encouraging consolidation among domestic lenders, CRD6 may accelerate the rise of larger, multi-jurisdictional European banking champions.

AI driven layoffs and immigration crackdowns are hitting the labor market at once. As white- and blue-collar jobs disappear, weakening consumer confidence threatens the spending that underpins the American economy.

Citigroup’s planned divestment of Banamex reveals a stark valuation gap, with offers far below peers. A future IPO may recover value, but weak market depth, regulatory overhang and investor skepticism make the outcome far from certain.

One activist email can now do what used to take a full proxy war: topple a CEO. With record campaigns and the Universal Proxy Card turning every board seat into open combat, corporate governance has become faster, louder, and far more ruthless than ever before.

Post-pandemic shifts have broken the traditional real-estate cycle. Demand is no longer rebounding evenly, but concentrating in top-tier spaces, leaving weaker offices behind and forcing cities to rethink how to repurpose surplus supply.

Crusoe Energy is taking one of the most unconventional paths to the public markets: turning flared natural gas, energy the oil industry treats as waste, into the backbone of AI infrastructure. With a $10 billion valuation, Crusoe is betting that owning both power and compute is key to win AI sector.

Private Credit poses a major risk to investors, but the current controls may also be the last thing that stops it from becoming another 2008-style crisis

How the disruption in the Strait of Hormuz continues to ripple through energy markets, trade routes, and geopolitics.

New EU banking rules are reshaping competition across the continent. By encouraging consolidation among domestic lenders, CRD6 may accelerate the rise of larger, multi-jurisdictional European banking champions.

Hims & Hers’ $1.15bn acquisition of Eucalyptus signals a shift from local telehealth startups to global platforms. By controlling the distribution of weight-loss drugs, the company is betting on subscription healthcare at scale.

Post-pandemic shifts have broken the traditional real-estate cycle. Demand is no longer rebounding evenly, but concentrating in top-tier spaces, leaving weaker offices behind and forcing cities to rethink how to repurpose surplus supply.

Crusoe Energy is taking one of the most unconventional paths to the public markets: turning flared natural gas, energy the oil industry treats as waste, into the backbone of AI infrastructure. With a $10 billion valuation, Crusoe is betting that owning both power and compute is key to win AI sector.

By paying nearly six times what it spent on Mandiant, Google is making a decisive bet on cloud security. The acquisition of Wiz promises instant credibility in multi-cloud security, but at a valuation that leaves little room for execution error.

Pfizer’s acquisition of Metsera comes at a steep price: nearly three times the company’s valuation just eight months earlier. After abandoning its own GLP-1 program, Pfizer is paying a large premium to reenter the obesity market late. But the deal raises a question of whether Pfizer already lost?

How the disruption in the Strait of Hormuz continues to ripple through energy markets, trade routes, and geopolitics.

New EU banking rules are reshaping competition across the continent. By encouraging consolidation among domestic lenders, CRD6 may accelerate the rise of larger, multi-jurisdictional European banking champions.

Post-pandemic shifts have broken the traditional real-estate cycle. Demand is no longer rebounding evenly, but concentrating in top-tier spaces, leaving weaker offices behind and forcing cities to rethink how to repurpose surplus supply.

Hapag-Lloyd’s $4.2bn bid for ZIM highlights shipping’s relentless drive for scale. The deal promises stronger routes and cost synergies, but political tensions, falling revenues, and national-security concerns make its payoff far from certain.

Citigroup’s planned divestment of Banamex reveals a stark valuation gap, with offers far below peers. A future IPO may recover value, but weak market depth, regulatory overhang and investor skepticism make the outcome far from certain.

SEEQC’s $1B SPAC merger promises speed and capital in a cash-burning quantum race. With anonymous PIPE investors, modest backing, and a sponsor whose deals often underperform, the transaction raises a central question: Is this a breakthrough or a setup for disappointment?

The rush toward AI infrastructure and electrification has turned critical minerals into one of the most crowded trades of 2026. EMAT’s decision to enter public markets through a reverse merger offers speed and exposure, but little of the trust traditionally built through an IPO.