Real Test for China’s ‘Four Little GPU Tigers’ Has yet to ComeWSJ · 7h
Oil is scary againFT · 7h
Asia Confronts New Inflation, Fiscal Threat as Oil Tops $100BBG · 9h
Private equity’s ‘Waiting for Godot’ era continuesFT · 9h
Virgin Media O2 owners target £600mn in cost cutsFT · 9h
EU looks for new path to tap Russian assets for UkraineFT · 9h
Putin Gives Russian Central Bank Green Light to Pause Rate CutsBBG · 10h
Copper Steadies With Dip-Buying From Funds, Chinese IndustryBBG · 11h
BOJ Watchers See Follow-Up Hike by January After September MoveBBG · 11h
Gold Rises, Brushing Off Hotter-Than-Expected Inflation PrintBBG · 13h
The Unrelenting Bond Selloff Puts the 10-Year Yield on the Cusp of 5%WSJ · 14h
Stocks, Bonds Rise as Oil Drop Outweighs CPI Data: Markets WrapBBG · 15h
Latest Oil Market News and Analysis for Sept. 11BBG · 15h
Global bond sell-off reignites as oil jumps to $109FT · 15h
The Relentless Crypto Billionaire Who Moved to Venezuela in Pursuit of OilWSJ · 15h
WSJ Dollar Index Rises 0.35% to 95.18WSJ · 16h
U.S. Stocks Fall as Oil Tops $100, Yields Hit Multiyear HighsWSJ · 16h
Health Care Roundup: Market TalkWSJ · 16h
Basic Materials Roundup: Market TalkWSJ · 16h
U.S. 10-Year Treasury Yield Nears 5% as Oil Fuels Inflation FearsWSJ · 16h
Bonds Sell Off Despite Buyback OperationWSJ · 17h
Oil, yen and egonomicsFT · 17h
10 of the Best Wealth Management Firms: Well-Known Fiduciary Investment Companies to ConsiderWSJ · 17h
Tight Supply Worries Lift Oil As Middle East Conflict Heats UpWSJ · 17h
Druckenmiller says US borrowing costs still ‘a little low’ despite surge in yieldsFT · 20h
British man admits inventing fake takeover bid for Canadian oil explorerFT · 20h
Vantage Data Centers seeks $2bn in loans from Pimco and PGIMFT · 21h
America is losing its captive creditorsFT · 22h
Brooks Automation Files Confidentially for IPOWSJ · 22h
Tech
Anthropic Says Iran Used Its American AI Model to Target U.S. Navy WarshipsWSJ · 13m
Why Oracle’s New Data Platform MattersWSJ · 15m
The Morning Risk Report: How Chinese AI Firms Tried to Clone U.S. AI ModelsWSJ · 1h
Time to start taking AI risks seriouslyFT · 2h
OpenAI’s Fidji Simo to Join Board of Cloud Provider Nscale Ahead of IPOWSJ · 2h
The Special Forces Ethos Driving Goruck’s Co-FoundersWSJ · 3h
Ipsen Weighs U.S. Manufacturing InvestmentWSJ · 3h
UK economy unexpectedly grew 0.4% in July boosted by AI surgeFT · 4h
Desperately seeking UK data centre dataFT · 4h
Houthis used Anthropic AI to try to build ballistic missilesFT · 4h
How big is the open-model threat to AI hyperscalers?FT · 8h
Elon Musk’s gas turbines could shake up the backlogged sectorFT · 9h
Europe’s difficult choices on AIFT · 9h
Will US debt burst the AI bubble? With Ruchir SharmaFT · 9h
Congress Is Suddenly Waking Up to the AI Doomsday ThreatWSJ · 11h
The Race for the Next Big Weight-Loss Drug Is On—and China Wants InWSJ · 13h
Oracle’s data centre revenue surges as AI strategy acceleratesFT · 14h
California’s Governor Signs New Laws to Protect Children OnlineWSJ · 14h
Anthropic says it stopped scientists potentially developing bioweapons with AIFT · 14h
Opinion | Pause AI for Humanity’s SakeWSJ · 15h
Pentagon in Talks to Get Into AI Infrastructure Funding With a $5 Billion LoanWSJ · 15h
Tech, Media & Telecom Roundup: Market TalkWSJ · 16h
How Chinese AI Firms Tried to Clone U.S. AI ModelsWSJ · 18h
Apple’s big goal after foldable iPhoneFT · 20h
Say goodbye to the SaaSpocalypse and hello to the RenaiSaaSFT · 20h
Vantage Data Centers seeks $2bn in loans from Pimco and PGIMFT · 21h
Positron Valued at $5 Billion in New Funding as Demand for AI Chips SurgesWSJ · 23h
Star AI Researcher Is Leaving Meta for AnthropicWSJ · 23h
Deal Flow
M&A / Strategic
Saudi's PIF is considering combining Electronic Arts with Savvy Games to create one of the world's biggest gaming firms worth over $75B2h
Italian lender Intesa Sanpaolo approved the issuance of new shares to finance its $41.2B takeover bid for peer BMPS2h
US is investigating Nvidia's $20B licensing deal with AI chip startup Groq2h
Centerbridge-backed real estate lender Aareal Bank is considering a bid for Cerberus-backed Hamburg Commercial Bank, which is seeking over $3.8B2h
Activist Barington Capital took another stake in $3.5B-listed retailer Bath & Body Works and is pushing for a sale2h
Owner Clearlake Capital is nearing a deal to acquire billionaire financiers Mark Walter and Todd Boehly's stakes in UK soccer club Chelsea FC for well over $3.5B2h
Vauban Infrastructure Partners emerged as the lead bidder for EQT-backed GlobalConnect's fiber business in Sweden, which could fetch over $2.3B2h
Southeast Asia biggest ride-hailing group Grab Holdings is in talks to buy a majority stake in Singapore-based BNPL platform Atome Financial from Advance Intelligence Group at an over $2B valuation2h
Online vehicle auctioneer Copart agreed to acquire car digital marketplace ACV Auctions for $1.9B cash at a 45% premium2h
Italian app investor Bending Spoons agreed to acquire workplace-collaboration platform Miro in a $1.8B cash deal, including cash2h
Abu Dhabi SWF Mubadala backed China's biggest coffee chain Luckin Coffee following a $1B deal with PE owner Centurium Capital2h
Constellation Energy will acquire a Rhode Island gas-fired power plant from Shell for $715M2h
Australia's Macquarie is in advanced talks to acquire energy infrastructure services provider SI Solutions from MidOcean Partners for $600M, including debt2h
Rob Arnott, the founder of smart-beta pioneer Research Affiliates, sold RAFI Indices to TMX Group for $490M and will use the remaining $30B investment manager Syzygy to push deeper into active investing2h
Hong Kong-based luxury goods dealer New Sparkle Roll International is considering selling its 10% stake in $225M-listed Danish audio brand Bang & Olufsen2h
Asian investment firm Boyu Capital agreed to acquire Xiamen Aircraft Leasing2h
UK sports-focused consumer brand THG is attracting bid interest for some of its non-core non-sports nutrition brands, which could sell of over $150M2h
US-backed tin company Nathan Trotter agreed to buy 100% of the metal concentrates produced by Aussie miner Huntore in a multiyear offtake agreement financed by STG Metals2h
Saudi Aramco is considering a sale of its specialty chemicals business Arlanxeo2h
Shell will acquire 100% equity in Hunlock Creek Generating, which owns 169 MW of natural gas-fired generation capacity in Pennsylvania2h
Brazilian ID verification company Unico agreed to acquire Argentine rival Valida2h
Apollo Sports Capital is interested in investing in an NFL team2h
Africa's most valuable bank FirstRand is pushing to wrap up the sale of its Aldermore Group UK unit by year-end2h
France's TotalEnergies signed agreements to buy a 40% operated interest in two new exploration blocks in Angola2h
VC
Musk's The Boring Company raised a $3B Series D at a $23B valuation led by UAE2h
Chip startup Positron AI raised $875M at a $5B valuation2h
AMD-backed South Korean AI startup Upstage is considering a pre-IPO funding round2h
Motive, an AI platform for physical operations, raised $1.3B in growth financing from General Catalyst's Customer Value Fund2h
Positron, an AI inference hardware company, raised an $875M Series C at a $5B post-money valuation co-led by NEA, Atreides Management, Valor Equity Partners, Andra Capital, SemiAnalysis Capital, and Jim Clark2h
Mach Industries, a defense tech startup, raised a $600M Series C extension at a $3.7B valuation from Ribbit Capital, Infinite Capital, Bedrock Capital, and Sequoia2h
UniPat AI, a startup focused on training and benchmarking AI models in real-world scenarios, raised a $300M round at a $2.5B valuation led by Alibaba2h
TAR, an off-grid power systems provider for AI data centers, raised a $120M Series A at a $1B post-money valuation led by Spark Capital2h
Crypto exchange Kraken raised $100M from Nasdaq to fund development of tokenized stock trading2h
Maven Robotics, an industrial robotics startup, raised $100M from RoboStrategy, LocalGlobe, Vine Ventures, and XTX Markets Ventures2h
Highstock, a startup addressing unproductive retail inventory, raised a $30M Series A led by a16z2h
Luminary, an AI-native wealth transfer and administration platform, raised a $22M Series A led by Ten Coves Capital2h
IPOs / Listings / Issuances / Block Trades
Silver Lake and Intel-backed chipmaker Altera is preparing to file confidentially for a potential $2B IPO2h
Amman Mineral Internasional, one of Indonesia's biggest copper and gold producers, picked banks for a $1B Hong Kong listing2h
THL-owned semiconductor automation company Brooks Automation confidentially filed for an IPO2h
Chinese robotics startup Galaxea AI is facing regulatory uncertainty over its Hong Kong IPO plans2h
Debt
Pharma CDMO Catalent sold $4.7B of debt for a refinancing2h
Indian telecom Vodafone Idea raised $3.5B from lenders led by State Bank of India to rebuild its business2h
Vantage Data Centers is in talks to raise $2B in debt from PIMCO and PGIM2h
Blackstone and CPPIB-owned UK leisure park operator Merlin Entertainments is seeking an $890M loan backed by the London Eye, Shrek's Adventure! London, and other UK attractions2h
Bankruptcy / Restructuring / Distressed
The largest creditors to French real estate services provider Emeria signed NDAs barring them from trading the firm's debt as they step up talks with owners over a $410M cash injection2h
Reforma
Megagolpe de huachicol se tambalea ¡por trámite!Nacional · 2h
Aunque bajan los robos, suben fraude y extorsiónNacional · 2h
Saquean con firmas falsas en Congreso de GuerreroNacional · 2h