The AI arms race is moving from the cloud to the concrete. According to a new analysis by Bridgewater Associates, the four hyperscalers—Alphabet, Amazon, Meta, and Microsoft—are projected to pour an astonishing $650 billion into AI-related infrastructure in 2026. This represents a massive acceleration from $410 billion in 2025, prompting Bridgewater Co-CIO Greg Jensen to...
The global race for quantum supremacy is hitting the public markets. Finnish-headquartered IQM Quantum Computers has announced plans to list on the U.S. stock market through a merger with SPAC Real Asset Acquisition Corp (RAAQ.O). The deal gives the quantum hardware leader an initial equity valuation of $1.8 billion, paving the way for it to...
The AI panic has officially spilled over from equities into credit. Software companies are suddenly finding the debt markets closed—or prohibitively expensive—as lenders and private credit managers aggressively reprice the existential risk that AI poses to traditional B2B business models. With the software index down 20% YTD, the narrative has shifted from recurring revenue safety...
The “debt-for-nature” market just found its private-sector catalyst. Britain’s largest asset manager, Legal & General (L&G), has committed up to $1 billion over the next five years to become a cornerstone investor in a new wave of sovereign debt-for-nature swaps. This monumental pledge nearly doubles L&G’s emerging market conservation portfolio to $2.4 billion and signals...
The tech panic has paused, and the cash is coming off the sidelines. According to the latest LSEG Lipper data, U.S. equity funds recorded a massive $11.77 billion net inflow for the week ending February 18—the largest weekly purchase since mid-January. A cooler-than-expected CPI report has reignited hopes for Federal Reserve rate cuts, but the...
Smart money saw the regulatory cliff coming a mile away. According to new data from Hazeltree, hedge fund bets against telehealth firm Hims & Hers Health (HIMS) hit their highest level in at least a year just before the company clashed with Novo Nordisk and the FDA. 📉 THE SHORT THESIS PLAYED OUT PERFECTLY: ⚖️...