Blue Owl Eyes $30B Sale of Stack’s Asia Data Centers
Blue Owl Capital is exploring a $30B sale of Stack Infrastructure’s Asia Pacific data centers — potentially 2026’s largest private markets infrastructure exit.
Market Trend
Apollo Raises $8.4B in 48 Hours as Private Credit Surges
Apollo closed Hybrid Value Fund III ($6.5B) and Accord Fund VII ($1.9B) in consecutive days. Ares set a Q1 fundraising record at $30B. Private credit is scaling at a historic pace.
Amazon’s Supply Chain Launch Sends UPS, FedEx Into Freefall
Amazon opened its logistics network to all businesses Monday, triggering a sector-wide selloff that sent UPS down 10.5%, FedEx 9.1%, and wiped billions from freight rivals in one session.
Hubbell’s $3B NSI Deal Bets on America’s Grid Boom
Hubbell acquires NSI Industries for $3B, expanding its electrical infrastructure lineup as AI data centers and grid modernization drive record demand for power components.
Barclays Closes Best Egg Deal, Targeting U.S. Consumer Credit
Barclays completes its acquisition of Best Egg’s parent Marlette Holdings, gaining a $40B+ consumer lending platform as the spread between personal loan rates and Treasuries reaches nearly 800 basis points.
Shell’s $16B Bet on Canada’s Gas: Inside the ARC Resources Deal
Shell agrees to acquire Canada’s ARC Resources for ~$16 billion, betting on Montney Basin natural gas and LNG Canada’s next phase of expansion.
EssilorLuxottica Heir Locks In Control With €10B Buyout
A Del Vecchio heir is buying out siblings for €10 billion, consolidating control of Ray-Ban and Oakley parent EssilorLuxottica in one of Europe’s largest family succession deals.
US Treasury’s $10T Rollover: Weak Demand and Rising Yields
The US must roll over ~$10 trillion in Treasury debt in 2026 at yields far higher than original issue. What auction data and foreign holder trends reveal.
Big Tech’s $16 Trillion Earnings Test: What to Watch This Week
Meta, Alphabet, Microsoft, Amazon, and Apple — $15.85 trillion in combined market cap — report earnings in 48 hours. Here’s what Wall Street is watching.
Nvidia Tops $5 Trillion as AI Chips Power Record Sector Rally
Nvidia reclaims $5 trillion as Intel’s Q1 blowout triggers a historic semiconductor sweep — AMD and Arm Holdings post double-digit gains on the same day.