Plus: Private credit is cracking with Ares, Apollo, and now a KKR fund downgraded to junk, and Jefferies receives takeover interest from SMFG.
Plus: Apollo caps withdrawals on private credit fund, OnlyFans owner dead, OpenAI offering PE 17.5% returns to compete with Anthropic, and BX wants to invest in India's IPL.
Plus: Capital Group, KKR launch first PE fund for everyday investors, Blackstone employees buying the private credit dip, and Anduril valued at $16B in a round led by a16z/Thrive.
Plus: Trump blacklists Anthropic, OpenAI raises $110B at $730B valuation, Moelis banker to plead guilty in insider trading case, and 42% of restaurants did not turn a profit last year.
Plus: Private equity's worst year since 2008, activists circling Blue Owl, and the NYC dating events where women pay $100, men pay $0, and women still outnumber men 3 to 1.
Plus: Wall Street bonuses saving NYC, real estate stocks get crushed on AI fears, junior analysts teaching boomer MDs AI, and private equity braces for a SaaSpocalypse.
Plus: Anthropic cooks FactSet and S&P Global stocks, KKR dives into pro sports, SpaceX gears up for IPO, HSBC swings the bonus axe, and a $7B hedge fund fortune is on the line.
Plus: Texas Instruments buys Silicon Labs for $7.5B, Elon emo posting, IPOs having their best week in 5 years, hedge funds pile into software shorts, and how fit do we need to be?
Plus: SpaceX and xAI's $1.25 trillion merger, tariff deal with India sends stocks close to all-time highs, and the first big oil and gas deal of 2026 just happened.
Plus: Gold and silver hit records, retail trading hits a new record, and did private credit already peak?
Plus: TACO trade is back, Susquehanna already has ~60 traders focused on prediction markets, and Apollo co-founder's debut PE fund surpassed its $4B target.
Plus: $100K payment for each Greenland resident, Soho House’s $2.7B take-private in trouble, and Ozempic users regaining weight after getting off the pill.
