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Nvidia's $100B OpenAI investment has stalled. Jensen Huang privately criticized OpenAI's 'lack of discipline' and raised competitive concerns.

Nvidia's $100 Billion OpenAI Megadeal Collapses as Jensen Huang Raises Concerns

JPMORGAN CHASE &

Thoma Bravo explores $7B sale of Imprivata, turning $544M into 13x return. Healthcare cybersecurity M&A heats up as AI drives security spending.

Thoma Bravo Eyes $7 Billion Exit From Healthcare Cybersecurity Bet Imprivata

Goldman Sachs BDC

UBS Group

Indonesia's IDX CEO and financial regulator resign after $80B market crash. MSCI threatens frontier downgrade over transparency concerns. What it means for EM investors.

Indonesia Market Chiefs Resign After $80 Billion Meltdown as MSCI Threatens Frontier Downgrade

SpaceX reveals $8B profit on $15-16B revenue in 2025. Banks estimate $1.5T+ IPO valuation—potentially the largest tech offering ever.

SpaceX Posts $8 Billion Profit as Banks Eye $1.5 Trillion IPO Valuation

Under Armour

Prem Watsa's Fairfax Financial amasses $204M in Under Armour stock—a 22% stake. Why Canada's top value investor is betting on Kevin Plank's turnaround.

The Canadian Warren Buffett Just Bet $204 Million on Under Armour's Comeback

Walt Disney

Disney's board to name Iger's successor within days. Parks chief Josh D'Amaro emerges as front-runner with 86% prediction market odds.

News

Today

Nvidia's $100 Billion OpenAI Megadeal Collapses as Jensen Huang Raises Concerns

Yesterday

Thoma Bravo Eyes $7 Billion Exit From Healthcare Cybersecurity Bet Imprivata

Indonesia Market Chiefs Resign After $80 Billion Meltdown as MSCI Threatens Frontier Downgrade

SpaceX Posts $8 Billion Profit as Banks Eye $1.5 Trillion IPO Valuation

The Canadian Warren Buffett Just Bet $204 Million on Under Armour's Comeback

Disney Board Set to Choose Iger's Successor Within Days