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Megadeals are back just as AI rewrites the M&A playbook
Global M&A hit a record USD 2.8 tn in 1H 2026, but Bain says acquirers now face tougher integration and…
Bond investors are questioning the AI boom as spending heads toward USD 5.5 tn
The Bank for International Settlements warns the AI boom is becoming increasingly debt-fueled
The biggest winners from AI may not be tech companies, but the picks-and-shovels suppliers behind them
More than 200 industrial, utility, and mining companies are outperforming global equities
Software dealmaking is under pressure from AI
Software buyout activity has fallen from USD 88 bn to USD 50 bn this year
Mega-IPOs may be rewriting the rulebook for indices and retail investors
SpaceX’s IPO is allocating an unprecedented 30% of shares to retail investors
Second AI wave is making b’naires of some unlikely candidates
While the so-called first wave of AI startups was mainly focused on products and sectors directly linked to the AI…
Humain rolls out Qualcomm Cloud AI 100 racks in new data center
Phase one of the data center will deploy over 1k AI accelerators
Markets weigh AI's threat to incumbents against big tech's massive spend
Big tech is set to spend more than USD 600 bn on capex in 2026, as AI-triggered memory shortages and…
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