The dealmaking revival is translating into career advancement on Wall Street. Morgan Stanley has elevated 184 employees to the coveted Managing Director (MD) rank, a 6% increase over 2025, signaling confidence in the continued recovery of capital markets. 📊 THE CLASS OF 2026 PROFILE: 1️⃣ By The Numbers: 2️⃣ By Division: 3️⃣ Diversity & Inclusion:...
🇪🇺 REGULATORY COUNTDOWN: EU to Rule on Google’s $32B Wiz Deal by Feb 10
The final hurdle for Alphabet’s largest acquisition in history is approaching. European antitrust regulators have set a deadline of February 10 to decide whether to clear Google’s $32 billion purchase of cybersecurity unicorn Wiz. 🛡️ THE STRATEGIC STAKES: This isn’t just a bolt-on; it’s a platform-defining move. ⚖️ THE REGULATORY SPLIT: 💡 ANALYST TAKEAWAY: With...
💸 THE $50 BILLION RETENTION PLAN: OpenAI Dedicates 10% of Company to Staff
In the fiercest talent war Silicon Valley has ever seen, OpenAI is putting a historic amount of equity on the table. According to The Information, the AI giant has earmarked an employee stock grant pool valued at $50 billion—equivalent to 10% of the company based on its October valuation. 📊 THE COMPENSATION MATH: ⚔️ STRATEGIC...
🏠 POLICY SHOCK: Trump Moves to Ban Wall Street from Buying Single-Family Homes
In a populist pivot ahead of the midterm elections, President Trump has threatened to fundamentally alter the US housing market structure. Via a Truth Social post, the President announced he is taking “immediate steps” to ban large institutional investors from purchasing single-family homes, stating: “People live in homes, not corporations.” 📉 MARKET REACTION (Intraday &...
🦄 AI VALUATION SHOCK: Anthropic Targets $350 Billion in New Raise
The cost of staying at the frontier just doubled. Anthropic, the maker of Claude, is planning a massive $10 billion fundraising round that would value the company at $350 billion. 💰 THE DEAL METRICS: 🚀 THE HYPERGROWTH CONTEXT: Why the massive jump? ⚔️ THE “DUOPOLY” DYNAMICS: This raise cements the industry structure: a two-horse race...
🇳🇴 INSTITUTIONAL MOVE: Norway’s Sovereign Wealth Fund Slashes BP Stake by 25%
A major signal from the world’s largest single stock market investor. Norges Bank Investment Management (NBIM), which operates Norway’s sovereign wealth fund, has cut its shareholding in BP from ~3.99% down to 2.99%. 📉 THE DATA: 🏦 THE CONTEXT: NBIM is not a typical active trader; it is a long-term universal owner with strict ESG...
