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IPO Window Reopens: Kardigan Pops, Deep Fission Lags

June 20, 2026 by Bruno

Five IPOs priced and five new S-1s filed the week of June 15, 2026 — biotech soared, nuclear stumbled, and Brookfield queued a $650M data-center deal.

Categories Energy Tags brookfield, capital markets, csquare ipo, deep fission ipo, IPO market, kardigan ipo, spac ipo Leave a comment

BFLY Pops 56% as Midjourney Builds Scanner on Its Chip

June 20, 2026 by Bruno

Butterfly Network jumped 56% to $8.90 after Midjourney unveiled a full-body scanner using 40 ultrasound-on-chip modules under a $74M license deal.

Categories Artificial Intelligence, Small Cap, Technology Tags AI healthcare stocks, BFLY, Butterfly Network, Midjourney Medical, stock market, ultrasound on chip Leave a comment

13F Filings Explained: How to See What Hedge Funds Own

June 20, 2026 by Bruno

Big institutional managers must publish their US equity holdings 45 days after each quarter on Form 13F. Here is what is in it, what is not, and how to read it.

Categories Institutional Flows, Market Education Tags 13f filings, berkshire 13f, form 13f, hedge fund holdings, investing basics, sec filings Leave a comment

Fed Proposes Bank-Style ID Rules for Stablecoin Issuers

June 20, 2026 by Bruno

Fed, FinCEN, OCC, FDIC and NCUA propose a bank-style customer ID rule for stablecoin issuers under the GENIUS Act — directly affecting T-bill demand.

Categories Crypto Tags capital markets, federal reserve, fincen, GENIUS Act, payment stablecoins, stablecoin regulation Leave a comment

Marvell Hits Record High on AI Switch and Trainium Buzz

June 20, 2026 by Bruno

Marvell jumped 7% to a record $310 as a new 102.4 Tbps Teralynx switch, an Adobe-veteran CFO hire, and Amazon Trainium spillover stoked the rally.

Categories Artificial Intelligence, Technology Tags AI chips, amazon trainium, data center networking, marvell technology, mrvl stock, stock market Leave a comment

NPV vs IRR Explained: When They Disagree and Why

June 20, 2026 by Bruno

NPV adds dollar value at your cost of capital. IRR is the rate that zeros it out. When they disagree on scale or timing, NPV wins. Here is why.

Categories Market Education Tags capital budgeting, corporate finance, internal rate of return, investing basics, net present value, npv vs irr Leave a comment

EQT to Take Intertek Private in £9.4B UK Buyout

June 19, 2026 by Bruno

EQT’s recommended £58-a-share cash offer for Intertek values the FTSE 100 testing group at about £9.4B in equity, one of the UK’s biggest 2026 take-privates.

Categories Europe Tags capital markets, eqt private equity, ftse 100, intertek takeover, private equity m&a, uk take-private Leave a comment

Bloom Energy Jumps 15% as AI Power Trade Heats Up

June 19, 2026June 19, 2026 by Bruno

Bloom Energy (BE) surged 15.4% on June 18, 2026, extending a 12-month run near 1,430% as Wall Street prices in the AI data-center power crunch.

Categories Artificial Intelligence, Energy Tags AI data center power, BE stock, bloom energy, data center electricity demand, fuel cells, stock market Leave a comment

The Yield Curve Explained: Shape, Inversion, and What It Signals

June 19, 2026June 19, 2026 by Bruno

What the Treasury yield curve is, why its shape matters, how inversions have historically preceded U.S. recessions, and how to read it.

Categories Inflation, Market Education Tags federal reserve, investing basics, recession indicator, treasury yields, yield curve, yield curve inversion Leave a comment

AI Capex Drives US Corporate Bonds Past Record Pace in 2026

June 19, 2026June 19, 2026 by Bruno

US corporate bond issuance hit $1.23T through May 2026 as hyperscalers tap the market to fund AI capex on a historic scale.

Categories Market Trend Tags ai capex, bond market, capital markets, corporate bonds, hyperscalers, investment grade Leave a comment
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Recent Posts

  • IPO Window Reopens: Kardigan Pops, Deep Fission Lags
  • BFLY Pops 56% as Midjourney Builds Scanner on Its Chip
  • 13F Filings Explained: How to See What Hedge Funds Own
  • Fed Proposes Bank-Style ID Rules for Stablecoin Issuers
  • Marvell Hits Record High on AI Switch and Trainium Buzz

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