Franklin Templeton Boosts Digital Assets via $250M Acquisition
Franklin Templeton Aims to Strengthen Digital Asset Capabilities With 250 Digital Acquisition | https://t.co/KTVJGVwr3F https://t.co/agCEO4Si3N https://t.co/H5biPcYGwV
Hesai, Taikang Life Anchor Manycore Tech IPO
Hesai and Taikang Life are planning to participate as cornerstone investors in spatial-design software maker Manycore Tech’s IPO https://t.co/sbttMcIR6v
IPO Launching April 10, 2026 – Secure Your Spot
Launching on the 10th of April 2026. Watch this space. 🔹 IPO 🔹Click to buy https://partners.nuvamawealth.com/FPD/IPO/IPOBidPreLogin.aspx?p86YM1OPe%2B0zoe3j3%2BK397YkjGDgVUtumjtxlqqC5EQ= 🔹Click on the 🔗 https://wa.me/p/8687995164546907/919820393096 🔹Business catalog https://wa.me/c/919820393096 🔹Disclaimer: Read Risk Disclosure Document Prudently Before Investing
Transportation Secretary Open to Airline Mergers, Citing Trump’s Deal Appetite
Transportation Secretary Says He’s Open To Airline Mergers — “Trump Loves To See Big Deals Happen” - View from the Wing https://t.co/lOqKHbeNux
2026 Kicks Off with Bank‑Fintech Mergers and Massive IPO
"We saw a busy start to 2026 – Between banks acquiring fintechs, fintechs acquiring banks, merchant acquirer PayPay's $12.7 billion IPO, and prediction markets platforms acquiring over 273,908 new users each month." - @itssophievo for @twifintech https://t.co/aIs9zyJRvu
Discounted BDC Seeks Dilution, Vote Likely to Fail
A BDC can only issue shares below NAV if it has prior shareholder authorization. This shareholder approval for dilutive share issuance is required annually. In the current market environment, most BDCs with good corporate governance are aggressively buying back shares at...
Paramount to Grant 10-Year Warrants to PSKY B Shareholders
⚡️ Clearing Up the Paramount Equity Syndication for WBD Confusion ⚡️ $PSKY $WBD Concurrent with closing, Paramount will issue a 10-year warrant to all existing public PSKY Class B shareholders representing... https://t.co/xBIFsn2ogd
Ghodsi Warns 2024 Is Terrible Year for IPOs
Ali Ghodsi says this is a terrible year to go public … bad news for SpaceX and maybe OpenAI/Anthropic
Institutions Flood Private Credit as Retail Walks Away
Investors can be prorated on the way in too. “COF V is Blackstone’s largest opportunistic credit fund raised to date, reflecting continued strong institutional demand for private credit." Institutional investors piling in to private credit as retail flees. https://t.co/gjHIJ7Kg2B
Trump Admin Stalls $5.9B Citgo Takeover over Risk
EXCLUSIVE: A $5.9 billion deal for control of #Venezuela’s Citgo by a group affiliated with hedge fund Elliott has gotten bogged down amid Trump administration concerns over the price and political risk. @jendlouhyhc @NicolleYapur @GaripPatricia https://t.co/hnSAqgLCpt
Trump's Iran Threat Drives Treasury Volatility, Long Bonds Lag
Trump’s Iran ultimatum is basically the only story for bond traders today. USTs have seen a volatile morning, swinging back and forth in reaction to the news and moves in crude oil prices. They are now recovering from the early...
Yahoo Launches $1.6B
Yahoo kicking off a $1.6B refi. S+550 at 98.5. Mid-to-high 9s. Apollo paid $5B for this in 2021. Existing debt matures in 2027. Let’s see how this goes
Gilead's $3.1B Deal Expands ADC Portfolio
Gilead continues M&A surge with $3.1B deal for ADC specialist Tubulis https://t.co/xEMXvDq2LL by @gwendolynawu $GILD #biotech
Deal Announcements Thrive on Market Dips, Not Peaks
see you don’t announce deals at the market high or else no money to be made. market tanking is a sign they’re about to sign https://t.co/wrLPTeHTYd
Dimon Warns Private Credit Market on Brink of Collapse
The dean of America’s banking system, Jamie Dimon, warns that the $1.8T private credit market rests on grounds that become more shaky with each passing day. Defaults are rising. Risky loans are piling up. PRIVATE CREDIT MAY BE THE NEXT DOMINO TO...
Paramount Skydance Secures Middle Eastern Fund Investments
Paramount Skydance Confirms Investments by Middle Eastern Wealth Funds, Cites ‘Potential for Strategic and Commercial Opportunities’ With Them https://t.co/pP4GsavBCH via @variety
PLD Space Secures €30M Debt, Aims First Orbital Flight
Spanish launcher startup @PLD_Space secures EUR 30M ($34.6M) venture debt facility from @EIB, bringing total funding to $438M. PLD is targeting 1st orbital flight this year from Europe's @EuropeSpacePort. @esa @defis_eu @aee_gob. https://t.co/gp12v7W6YI https://t.co/vKQAUHfGZS
M&A Surge: Blackstone Deal, SCII LOI, Two $200M IPOs
Today's M&A and SPAC notes $HOLX / Blackstone / TPG deal closed $SCII entered LOI with a payments technology company $ACGCU $200 million IPO $AACPU $150 million IPO https://t.co/094cl5qlvH
China Tightens Offshore Scrutiny, Dampening Tech Biotech IPOs
Stricter Chinese scrutiny of offshore vehicles a blow for tech and biotech IPO candidates Mainland’s stock market watchdog is discouraging establishment of ‘red-chip-structured’ companies in sensitive industries https://t.co/Pj3ZJqdAAm
Enjoying 14D‑9s to Identify Companies A, B, C
I'm sure this is a favorite thing for other people to do, but I love reading 14D-9s and guessing which company Party A, B, or C is based on their behavior. $TERN $MRK
Tubulis Secures $5B Gilead Acquisition After CEO Vision
Last year I visited @Tubulis_GmbH in Munich, Germany. Here's what CEO Dominik Schumacher told me they were aiming to do. Congrats on today's acquisition by @gilead for up to $5B, and congrats to @schroederthilo who raved to me about this...
AI Fuels 36% M&A Surge via Billion‑dollar Deals
AI’s increasing impact on M&A Global deal values increased by 36% in 2025, driven by roughly 600 transactions above US$1 billion, while value across the remaining approximately 47,000 transactions was flat year over year. https://t.co/E3QRMfiQbT #cio
Ackman's 78% Premium Is Merely a Self‑valued Projection.
the “78% premium” that Ackman is advertising isn’t really a premium in the classical M&A sense… it’s just his view of future value of UMG with him in charge after a basically all-stock merger🙄: https://t.co/otTHJExZ64
Board Meetings Now Focused on Selling to Anthropic
Every Q1 board meeting just got a “So guys, how do we sell the company to Anthropic? ” Question added to the agenda 😂
Kloeckner Acquires Camalloy to Broaden US Metal Distribution
Kloeckner acquired Camalloy to expand aluminum and stainless steel distribution across key US industrial markets. https://www.metalnomist.com/2026/04/kloeckner-camalloy-acquisition-expands.html
Ackman's $63B Bid Proves Music Isn't Dead
Bill Ackman's $63 billion offer for Universal Music strikes me 2 ways... 1. I know almost nothing about the music business. 2. If he is offering $63 billion, I guess the music business is not as dead as people have been saying...
Musk’s Mega‑IPO Likely Boosts Tesla, Not Hurts It
It’s funny to me that the bears have managed to convince people that Musk doing the largest IPO of all time, becoming a trillionaire, and raising $75 billion for SpaceX / xAI would somehow be bad for Tesla. Musk cannot...
Micro Focus Finalizes Novell Acquisition, Shaping Enterprise Software
#ThisDayInTechHistory. April 6, 2015. Micro Focus completed its acquisition of Novell. #Computer #Network #Software #History https://t.co/Gv9Ivw33YE
Orion's $40bn DRC Deal Could Redefine Western Copper Supply
Orion’s possible 40pc purchase of Glencore’s DRC mines could reshape western copper and cobalt access. https://www.metalnomist.com/2026/04/orion-glencore-drc-stake-sale-could.html
Sunway's RM11B IJM Bid Masks High‑P/E Time Bomb
Everyone thinks Sunway's RM11 billion bid for IJM is just about building a "NATIONAL CHAMPION," but the underlying math reveals a brilliant trap. At an implied 46.6x P/E, this isn't a generous premium buyout—there is a ticking time bomb most investors...
Biotech M&A Poised for Second‑Busiest Year, Early Deals Surge
Biotech M&A on track to have 2nd most active year in history w/ more early stage deals. Nice summary of which funds have benefited from recent M&A from Stifel @TimOpler $XBI $IBB https://t.co/udCuhIcaIi
China’s CXMT IPO Casts Doubt on Memory Upcycle
China’s CXMT IPO clouds memory upcycle outlook Rising supply risks threaten pricing power of Samsung, SK hynix, Micron Clouds? Shortages everywhere you look.... https://t.co/VfzNQDNgtZ
FTC Shifts to Divestiture‑First, Settlement‑Driven M&A Policy
On Friday, the Federal Trade Commission published its 5-year strategic plan under Chair Andrew Ferguson The most notable change is the FTC's strategy to reasonably regulate M&A from an antitrust perspective, highlighting their new policy to "prioritize divestitures" and "engage in...
IPO Floodgates Open: Are Public Markets Ready?
The IPO floodgates are opening... are public markets ready? @dee_bosa and @rowspace_ai CEO @mlmanapat join the latest RiskReversal podcast 🎙️ YOUTUBE: https://t.co/WLgIALJPZq APPLE: https://t.co/CPDqFmTWcx SPOTIFY: https://t.co/b7YRXVBW3L https://t.co/yNbXyO1K9r
Now Is Prime Time for Fresh Private Credit Capital
Quite the opportune time to be putting fresh capital to work in private credit. https://t.co/JSc6jmY0Rb
Deal Market Paused Amid Post‑Easter Lull, War Threat
Deal market seems to be on hold: Easter in the rearview and massive war escalation possibly ahead.
Private Credit Market Nears Size of High‑Yield Bonds
Learned alot from the annual shareholder letter from Jamie Dimon on tailwinds/headwinds to economy including perspective on Private Credit. PC Mkt is $1.8T, HY Bond Mket is $1.5T, Bank Syndicated Leverage Loan Mkt $1.7T. Total IG Bond Mkt...
Saudi, Qatar, Abu Dhabi Fund 30% of Paramount‑Warner Deal
About 30% of Paramount's $81B takeover of Warner Bros. Discovery is financed by the sovereign wealth funds from Saudi Arabia, Qatar and Abu Dhabi—three countries attacked by Iran since the U.S. started its latest Middle East conflict. https://t.co/mOjqkF3fza
HOLX at Buyout Price, CVR Lottery Offers Tiny Upside
The Hologic buyout by Blackstone / TPG at $76.00+CVR is expected to close tomorrow With the stock trading at $76.01, you can get a lottery ticket that'll pay as much as $3.00 for $0.01 (CVR payout based on Breast Health division...
Institutional Backlash Makes Tesla Premium Essential for SpaceX Deal
My thoughts on the difficulties rallying institutional support for a potential SpaceX acquisition of Tesla. And why a premium is a MUST. Hello, @TeslaLarry (love you, but on this one we so disagree). Also tagging @WR4NYGov
No Orbital Starship Flight Before IPO—Do Investors Care?
One important takeaway is no orbital Starship flight before the IPO. But do investors care?
Paramount‑Skydance Raises $24B From Gulf Investors for Warner Bros. Deal
Paramount Skydance Secures $24 Billion From Saudi Arabia, Qatar and Abu Dhabi Funds for Warner Bros. Deal: Report https://t.co/pBowLfuPXc via @variety
Morgan Stanley's 14bps Bitcoin ETF: Big Deal
Nice look at historical assets of the Big Four wirehouse firms.. Or why MS launching a bitcoin ETF at 14bps is a BFD.. via BI FLOW https://t.co/etoW9AQFPc
China IPOs Surge 56% After Regulatory Easing
China IPOs jump 56% as regulator eases restrictions to drive tech innovation Funds raised on the mainland’s three exchanges in the first quarter topped 25.7 billion yuan, compared with 16.5 billion yuan a year earlier https://t.co/yJkQKKH5LK
AI and Tech Boost Hong Kong Listings to Five-Year High
AI and tech companies drive Hong Kong listings to 5-year high Primary and secondary offerings raise more than $13bn in first quarter of 2026 https://t.co/zFhtBX9P3d via @ft
Sarvam AI Nears $350M Fundraise to Challenge US, China
ICYMI -0India’s homegrown AI startup, Sarvam AI, is close to raising $300 million to $350 million as it seeks to build a domestic player that can compete with leaders from the US and China. https://t.co/7h7U8WoDWI
AI IPOs Face Unprecedented $100B+ Computing Losses
Taking a look at OpenAI and Anthropic’s finances ahead of their IPOs OpenAI expects to spend $121 billion on computing power for AI research in 2028...anticipates burning $85 billion that year even after almost doubling sales from the prior year....
Gulf Funds Poised to Finance Paramount's $81B Warner Deal
MyPOV: the middle east to the rescue. Gulf Funds Near Deal to Back Paramount’s $81 Billion Takeover of Warner https://t.co/hTIMzrGhf5
Paramount Seeks $24B Saudi-Backed Equity for WBD Takeover
is this February news? Paramount is in talks to secure signed equity commitments of close to $24 billion from three sovereign-wealth funds led by Saudi Arabia to help back its takeover of Warner Bros. Discovery https://t.co/7XR7k0sk2k via @WSJ
Saudi-Backed Funding Boosts Paramount's Warner Bid
Gulf sovereign capital speeds media consolidation. ~$24bn Saudi-led backing lowers financing risk for Paramount’s $81bn Warner bid. Risks: regs, execution, leverage. Trade: buy Paramount. 🔍 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov