Capital Strategies

OpenAI $852B valuation Sam Altman investor concerns enterprise pivot growth valuation secondary market discounts OpenAI valuation scrutiny

OpenAI's $852 Billion Price Tag Unnerves Its Own Backers

Record fundraise masks mounting concern over strategic focus, unit economics, and whether OpenAI's enterprise pivot can justify a near-trillion-dollar price tag.

Tech IconsApr 14, 2026Capital MarketsMarket ValuationsVenture Capital

CoreWeave AI infrastructure Meta deal AI compute GPU cloud growth hyperscale data center infrastructure CoreWeave AI deals expansion

CoreWeave Locks In Meta and Anthropic in Back-to-Back Deals

Two landmark agreements totalling tens of billions of dollars cement CoreWeave's position as the infrastructure backbone of frontier AI development.

Tech IconsApr 11, 2026AI InfrastructureCloud ComputingData Centers

Scott Bessent Trump Accounts program US Treasury as Trump Accounts savings system launches with BNY Mellon and Robinhood for newborn savings accounts policy and public private capital model

BNY Mellon and Robinhood to Power Trump Accounts Program

Treasury names BNY Mellon financial agent and Robinhood brokerage partner to administer the landmark Trump Accounts savings program for American newborns.

Tech IconsApr 6, 2026Capital MarketsPublic PolicyUS Treasury

Jamie Dimon JPMorgan Dimon letter outlining stagflation risk, macro risks, policy reform and economic outlook as JPMorgan reports record results and strong financial performance

Jamie Dimon Warns of Structural Risk as Markets Stay Complacent

The JPMorgan chief delivers record results alongside a frank assessment of geopolitical risk, structural economic weakness, and the reforms he believes America cannot defer.

Tech IconsApr 6, 2026Capital MarketsEconomic PolicyMacroeconomics

NVLink Fusion NVIDIA data center infrastructure as NVIDIA and Marvell build AI infrastructure linking custom silicon through high-bandwidth interconnect

NVIDIA and Marvell Forge a $2 Billion AI Infrastructure Alliance

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private credit redemptions as Ares Strategic Income Fund triggers redemption gates, testing liquidity limits in retail private credit markets

When the Gate Comes Down: Private Credit's Retail Reckoning

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Apollo Global Management signage representing private credit liquidity as fund redemptions exceed limits in retail private credit markets

Apollo Tests the Limits of Private Credit's Retail Experiment

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Larry Fink discusses expanding market access and capital markets access to reduce inequality and increase investment participation

Larry Fink Bets Capital Markets Can Fix Inequality

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Mike Cannon-Brookes, CEO of Atlassian, following the announcement of Atlassian layoffs as the company pivots toward AI investment.

Atlassian Layoffs Add to Tech’s Expanding AI Job Cuts

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Mira Murati and Nvidia CEO Jensen Huang during the Nvidia Thinking Machines partnership to deploy gigawatt-scale AI infrastructure.

Nvidia and Thinking Machines Commit 1GW to AI Infrastructure

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Amazon Raises $40B in Bonds to Finance AI Infrastructure

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President Trump announces Project Vault to secure rare earth supplies and reduce U.S. reliance on China

Trump's $12B Mineral Reserve Marks New Era for US Industry

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

Oil tanker navigating the Strait of Hormuz as Brent crude prices surge above $90 amid escalating U.S.–Iran tensions.

Brent Crude Tops $90 as Hormuz Crisis Shakes Global Oil Markets

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Gold, silver and Bitcoin sell off on Wall Street after Kevin Warsh’s Fed nomination revives expectations of tighter monetary policy.

Markets Face Reality Check as Policy Shift Unwinds Leverage

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Energy Secretary Christopher Wright briefing reporters on plans to rebuild the Strategic Petroleum Reserve.

America’s Energy Arsenal: Rebuilding the Strategic Reserve

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