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Latest Pulse
- Oct 26, 2026Global Ratings Giant S&P Completes OpenZeppelin BuyS&P Global closed its acquisition of smart-contract security firm OpenZeppelin, adding onchain technology-risk assessment to its ratings business as digital asset markets keep growing.→
- Oct 23, 2026Cognitive Credit Raises $40M To Scale AI Credit AnalysisCognitive Credit raised $40 million in growth capital led by Summit Partners to expand its AI-driven corporate credit analytics platform into the U.S. and launch a new product called DealConnect.→
- Oct 22, 2026LSEG Agrees To Acquire Octus For $3.535BLSEG has agreed to acquire credit-data firm Octus for $3.535 billion in cash from Permira-advised funds and Octus management, its largest deal since Refinitiv.→
- Sep 14, 2026Anthropic Launches Claude For Financial AdvisorsAnthropic unveiled Claude for Financial Advisors, connecting its chatbot to wealth-management software from Charles Schwab, BlackRock and a dozen other providers, four days after OpenAI shipped a competing financial-services product.→
- Sep 1, 2026Sequoia-Incubated Empirik Launches With $21MEmpirik, spun out of a 2023 Sequoia incubation, raised $21 million to sell AI-driven infrastructure observability that predicts and prevents outages before they happen, already serving S&P Global and Guardant Health.→
- Aug 21, 2026America's Debt Load Collides With the AI Spending BoomAxios reports that soaring US national debt is increasingly competing with private AI infrastructure spending for the same pool of lendable capital, a tension already showing up in how hyperscalers finance chip and data-center buildouts.→
- Aug 20, 2026Broadcom Seeks Up to $100B in AI Chip DebtBroadcom is in talks to borrow up to $100 billion to finance custom AI chip production for Anthropic and OpenAI, with Anthropic alone expected to account for more than 40% of the total.→
- Jul 23, 2026The IPO Pipeline's Quality Gap Is Widening FastA $2.1 trillion IPO pipeline and 44.5% average first-day gains sit alongside Avalanche Treasury's 73% crash and underwater energy IPOs, showing 'golden age' framing masks diverging quality.→
- Jul 22, 2026Barclays Declares a 'Golden Age' for Tech IPOsBarclays' head of TMT equity capital markets called the current market a 'golden age' for tech IPOs, citing overlapping boom cycles across AI, power infrastructure, robotics, defense tech and space with capacity to absorb far more listings.→
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Value Add Research
- VC & Investing · Oct 1, 2026Venture Capital vs Private Equity 2026: PE Pays 2x-10x More
- South Florida · Aug 28, 2026OpenEvidence Valuation 2026: $12B Round, 40% of US Doctors
- AI & Technology · Jul 31, 2026$450B Palantir — How It Makes Money (2026)
- Market & Trends · Jul 21, 2026$5.3T Nvidia, Up 884% — Stock Analysis & Risks (2026)
- Market & Trends · Jul 19, 2026US-China Decoupling 2026: AI-GPU Self-Sufficiency Hits 41%
- Market & Trends · Jul 12, 2026$649B Tech M&A 2026: SpaceX's $250B xAI Deal Leads
- AI & Technology · Jul 11, 2026Enterprise AI Budgets — Build vs Buy vs Partner (2026)
- Startup Operations · Jul 8, 20263B Records — Find Overseas Suppliers (Volza)

