Moonshot AI is raising at up to 50 billion dollars before a Hong Kong listing, with revenue up from 200 to 300 million dollars in two months. A prospectus is the first real diligence a Kimi buyer will get.
Midjourney bought the astrology app Co-Star and says half a dozen more ambitious projects arrive within six months. What that roadmap does to a studio that depends on it.
On July 23 Dassault Systemes agreed to buy ArisGlobal for 1.8 billion dollars in cash, plus up to 200 million more tied to AI revenue. The clause is the real lesson for anyone pricing an AI bet.
Intel posted its fastest growth in almost 15 years on July 23, but the external foundry revenue that would free you from TSMC was just 293 million dollars. What the beat really means for chip buyers.
Revolut confirmed a secondary share sale on July 22 that values it at 115 billion dollars, up 53 percent in under a year, making it worth more on paper than Barclays. Why the mechanism matters more than the headline number.
Intel posted 16.1 billion dollars in Q2 revenue on July 23, up 25 percent, its fastest growth in more than 15 years, as data-centre and AI chip sales jumped 59 percent. What a credible second silicon source means for European buyers.
Alphabet's Q2 raised its 2026 capex to $205bn and the stock fell. The number that matters to you is the $514bn cloud backlog and customers who overshot their contracts by half.
Humanoid raised 152 million dollars at a 1.35 billion valuation with its first robot still in beta. Why the cap table, not the number, is the story for operators.
A BlackRock-led consortium closed a 40 billion dollar deal for Aligned Data Centers and added 5 billion more within a day. Not one campus sits in Europe.
European fintech closed 250 deals in H1 2026, the fewest in any half since 2014, while global fintech funding rose 22.7 percent to 28.6 billion dollars. The gap is a vendor problem.
Humanoid raised 152 million dollars at a 1.35 billion dollar valuation. Its two industrial investors are also two of its customers. What that means for a buyer.
Ant International closed a 1.2 billion dollar round it calls a Series A, at a company connecting 150 million merchants to 2 billion accounts. The label is the story, not the money.
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One considered note on infrastructure, governance, and measurement, most mornings. No theory.