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AI + Innovation (MENA) 
Logistics (MENA) 
Morgan Stanley turned the AI buildout into a bond market
A big tech guarantee cuts the borrowing cost roughly in half
MENA economy to shrink in 2026 before 6.5% rebound -BMI
BMI analysts are expecting different economic performances for the region
The SEC’s transparency push could expose Gulf money behind activist hedge funds
Investors contributing more than USD 500 to certain activist vehicles may now have to appear in US regulatory filings
SpaceX closes below IPO prices, less than a month later
The stock is now down 40% from its 16 June peak
Rate-hike wagers rebuild across the Fed, BOE, and ECB
An oil spike has flipped the easing narrative. Traders are wagering the Fed unwinds last year’s cuts, with the BOE…
MENA VC survives on bigger bets
Regional startup funding fell 22% y-o-y in 1H
GCC 2Q earnings to show Iran war’s financial impact
Oil and gas earnings are expected to remain resilient for now
IMF now sees MENA economy contracting 0.5%
Global growth, on the other hand, is still forecast at 3% as the war and an AI boom cancel each…
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