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Morgan Stanley-led bank consortium prepares USD 15 bn bond sale to dump pre-built AI construction risk
A Morgan Stanley-led syndicate is tapping public debt markets to clear USD 15 bn in AI construction liabilities, exposing growing…
SpaceX hit the moon by accident and Wall Street by design
Good afternoon, friends, and happy almost-weekend. We’ve got a breezy issue today to carry you to the finish line. Have…
Regional tensions flare up as China prepares to ship 400 air-defense launchers to Tehran
Good afternoon, friends, and happy almost-weekend to you all. We’re close to the finish line, and today’s issue has enough…
Chipmaker slump hits global markets as investors reassess AI outlook
China’s rise in AI is also raising concerns among investors
How corporate AI mandates burned through budgets, gutted teams, and left little to show for it
The era of the blank check for enterprise AI is abruptly closing as businesses scramble to implement strict monthly quotas…
Somou Boulevard is Paragon’s wager that Egypt’s compound-obsessed market is ready for something different
An AI researcher walks into real estate during Covid and six years later structures a JV the way institutional investors…
Mistral wants to be Europe’s sovereign AI champion — Gulf money is helping fund it
Mistral offers European institutions something OpenAI doesn’t: models they can run on their own servers, behind their own walls. Gulf…
Egypt’s four operators just doubled their spectrum, now comes the harder test
Vodafone, e& Egypt, Orange Egypt, and We are entering a phase where doubled spectrum, committed capex, and USD-denominated obligations meet…
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