SpaceX has informed select investors and financial institutions that it is aiming for an IPO in the second half of 2026, according to The Information. The potential listing may include the entire company, not just Starlink — marking a major shift from Musk’s earlier view that Starlink should only list once revenue becomes “smooth and...
Netflix to Acquire Warner Bros Discovery’s Studios & Streaming for $72B — A Defining Moment for Hollywood
In a historic move, Netflix has agreed to acquire Warner Bros Discovery’s TV & film studios and its streaming business for $72 billion, transforming Netflix from a disruptor into a full-scale traditional studio powerhouse. 🔹 What Netflix Gets Netflix outbid Paramount Skydance, offering ~$28 per share, despite reports that Paramount offered $30. 🔹 Deal Structure...
Swiss Government Expected to Soften UBS Capital Rules — Potentially Cutting $7B in Requirements
Switzerland is preparing to water down part of its new banking regulation package, which could otherwise require UBS to raise up to $24 billion in additional capital, according to sources familiar with the discussions. 🔍 What’s Changing The government is considering easing rules related to: These two items alone represent about $11 billion of the...
AI Credit Fears Are Splitting the Bond Market — Investment Grade vs High Yield (Goldman Sachs)
A new Goldman Sachs analysis shows that investor concerns over AI-related debt are unfolding very differently across the investment-grade (IG) and high-yield (HY) markets — even as AI-driven data-center expansion fuels a record surge in issuance. 🔍 Investment Grade: Issuer-Specific Concerns Despite strong fundamentals in the broader credit market: 👉 This signals credit investors are...
Elon Musk Denies Report of $800 Billion SpaceX Valuation
Elon Musk has refuted media reports claiming SpaceX is raising capital at an $800 billion valuation, calling the stories “inaccurate.” Musk clarified on X that SpaceX has been cash-flow positive for many years and does semiannual stock buybacks to provide liquidity for employees and existing investors — not to raise new funds. The clarification comes...
Ex-Lehman Executives & Billionaire Noam Gottesman Raise $500M in London SPAC IPO
Mayflower Acquisition Limited — backed by billionaire investor Noam Gottesman and former Lehman Brothers executives Jeremy Isaacs and Roger Nagioff — has raised $500 million in its London IPO. Key Highlights Why It Matters With IPO markets slow, valuations down, and financing tight, Mayflower aims to capitalize on market dislocation and provide an accelerated path...
