The market has officially developed immunity to trade war rhetoric. Despite President Trump unexpectedly raising tariffs on South Korea to 25% (up from 15%) for failing to enact a trade deal, markets did the exact opposite of panic. After a brief 1% dip, South Korea’s KOSPI rallied 2% to hit new record highs. 🐂 THE...
The 2026 consumer IPO rebound is officially underway. Once Upon a Farm, the organic children’s food brand co-founded by Jennifer Garner and former Annie’s CEO John Foraker, has set terms for its NYSE debut. The listing (“OFRM”) is a critical test for the “Better-For-You” CPG category, which faced headwinds from supply chain costs and tariff...
The era of “hands-off” industrial policy is officially dead. USA Rare Earth (USAR) shares jumped 15% on Monday after the Trump administration confirmed a massive $1.6 billion funding package to back the company’s mine in Texas and magnet plant in Oklahoma. Crucially, the Department of Commerce isn’t just lending money—it is taking a 10% equity...
The consumer IPO window is creaking open, and private equity is ready to cash in. Bob’s Discount Furniture, backed by Bain Capital, has set terms for its U.S. IPO, targeting a valuation of up to $2.48 billion. The listing will test investor appetite for profitable, brick-and-mortar retail in 2026 following a quiet period for the...
Is the freeze on Chinese investment in Canadian mining officially over? Zijin Mining (2259.HK) has agreed to acquire Canadian miner Allied Gold (AAUC.TO) for C$5.5 billion (US$4.02 billion) in cash. The deal comes at a pivotal moment, coinciding with record-high gold prices and a notable diplomatic pivot between the two nations. 💰 THE DEAL METRICS:...
Nvidia isn’t just selling the engines; it’s funding the racetracks. In a massive strategic deepening, Nvidia (NVDA) has invested another $2 billion into “neocloud” provider CoreWeave, becoming its second-largest shareholder. The move is designed to accelerate the physical build-out of data centers required to sustain the AI boom. 💰 THE DEAL METRICS: 🏗️ LAND, POWER,...