The construction industry’s digital transformation is heading to the Nasdaq. EquipmentShare.com, the Missouri-based construction tech firm, has set terms for its IPO, targeting a valuation of up to $6.41 billion. 💰 THE DEAL METRICS: 📱 THE “T3” EDGE: EquipmentShare isn’t just renting bulldozers; it’s connecting them. 🚀 GROWTH VS. PROFIT: Unlike many tech IPOs of...
🏦 M&A ALERT: U.S. Bancorp Buys BTIG for $1 Billion to Supercharge Capital Markets
The line between “Regional Bank” and “Wall Street Powerhouse” just got blurrier. U.S. Bancorp (USB) has agreed to acquire institutional brokerage BTIG in a deal valued at up to $1 billion. This is a decisive move to diversify revenue beyond Net Interest Margin (NIM) and compete directly with money-center banks for corporate wallet share. 💰...
🗣️ VOICE AI UNICORN: Deepgram Hits $1.3B Valuation with $130M Series C
The race to automate enterprise conversations just got a new unicorn. Deepgram, the San Francisco-based voice AI infrastructure startup, has raised $130 million at a $1.3 billion valuation. The round was led by AVP, with participation from Citi Ventures and notably, the CIA’s venture arm, In-Q-Tel. 💰 THE FUNDING DEETS: 🤖 THE STRATEGIC SHIFT: CEO...
🚀 POLYGON’S $250M BET: “Payments is the Killer Use Case”
Polygon Labs is no longer just a scaling solution; it is building a full-stack payments network. In a major consolidation move, the firm announced the acquisition of Coinme (crypto-to-cash payments) and Sequence (infrastructure) for a combined total of over $250 million. 💸 THE STRATEGY: CEO Marc Boiron was explicit about the roadmap: “Our goal is...
🚀 PENTAGON SHIFT: US Govt Takes $1B Stake in L3Harris Rocket Unit; IPO Planned
The rules of the Defense Industrial Base are officially changing. In a move that signals the end of passive procurement, the Pentagon announced a $1 billion direct investment into L3Harris Technologies (LHX)‘s rocket motor business. The deal, structured as a convertible security, paves the way for the unit to be spun off into a new...
🇯🇵 FLOWS ALERT: Japanese Investors Take Profits After Massive 2025 Buying Spree
The “Japanese Whale” hit the pause button in December. According to new Ministry of Finance data, Japanese investors turned net sellers of foreign assets last month, reversing a year-long trend of aggressive accumulation. 📉 THE DECEMBER PULLBACK: 🌊 THE 2025 MACRO VIEW: Despite the year-end dip, 2025 was a blockbuster year for capital export. 💡...
