Masayoshi Son has found his new WeWork—but this time, the stakes are $30 billion higher. SoftBank Group (9984.T) is expected to report a healthy profit on Thursday, driven by paper gains on its massive investment in OpenAI. However, investor sentiment is souring as the market pivots from celebrating the valuation to scrutinizing the cost of...
The Indian retail investor just blinked. In a stunning reversal of post-pandemic trends, inflows into Indian Gold ETFs surpassed net inflows into Equity Mutual Funds in January 2026. Data from the Association of Mutual Funds in India (AMFI) shows that while equity flows dipped, gold demand exploded as investors sought safety from geopolitical chaos. 📊...
The “Alternative” label is becoming obsolete. Apollo is now a mainstream credit utility. Apollo Global Management (APO) reported a blowout fourth quarter on Monday, delivering a 13% rise in profit that handily beat Wall Street expectations. Adjusted net income hit $1.54 billion ($2.47/share vs. $2.05 est.), driven by a massive surge in debt origination and...
The world’s most valuable pharma company is using its weight loss windfall to fund the next generation of genetic medicine. Eli Lilly (LLY) announced Monday it has agreed to acquire Orna Therapeutics for up to $2.4 billion in cash. While Lilly dominates the metabolic market (Mounjaro/Zepbound), this deal signals a massive pivot into Immunology and...
The map of last-mile delivery in Europe is about to be redrawn. A consortium led by shipping giant FedEx and private equity firm Advent International has agreed to acquire parcel locker company InPost in a deal valuing the enterprise at €7.8 billion ($9.2 billion). This transaction not only marks a major strategic pivot for FedEx...
Andrea Orcel is willing to pay a premium to take back control of his value chain. UniCredit (CRDI.MI) CEO Andrea Orcel confirmed the bank has already booked the necessary provisions to cover penalties for pulling client assets from Amundi (AMUN.PA) ahead of their contract expiry in mid-2027. The move signals an aggressive acceleration of UniCredit’s...