Plus: Bezos raised $12 billion for industrial AI, KKR is building a $10 billion infrastructure company with Nvidia, and some New Yorkers are living with nuns.
Plus: Trump says he loves inflation, brides are hiring witches, and Middle Eastern sovereign funds are lining up for SpaceX
Plus: Strong jobs data killed rate-cut hopes, Anthropic is warning about self-improving AI, and both Citadel and Point72 are now paying rivals for trade ideas.
Plus: Dimon is personally pitching SpaceX, Goldman is putting rockets in its lobby, and Blackstone capped withdrawals on its flagship private credit fund
Plus: Anthropic picks GS and Morgan Stanley to lead IPO, DeepSeek raising at $52B valuation, Broadcom plunges after earnings and PE stocks sold off on withdrawal cap fears.
Plus: Messi is a billionaire, short bets are at a decade high, and Zoom quietly made $1 billion on an Anthropic bet.
Plus: IRR is losing its appeal as investors focus on distributions, Dimon wants to hire more AI staff and fewer bankers, and JPM fighting over comic books locked in Mississippi.
Plus: Private credit sending mixed signals, PE portfolios are finally thawing, and DOJ dropped fraud charges right after a $10 billion pledge.
Plus: Apollo emerging as early winner in private credit panic, Michael Burry is flashing bubble warnings, and Lime files to go public.
Plus: GameStop is bidding for eBay, Spirit Airlines shut down, and KKR just raised $10 billion for AI infrastructure.
Plus: Powell is staying put, Blackstone is rolling out a dedicated AI division, and junior bankers are automating themselves out of the grunt work.
Plus: Intel just had its best day in nearly four decades, Jane Street out-earned every bank, and Google is doubling down on Anthropic.
