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.
Stock Market
DigitalOcean Surges 40% as AI Customer ARR Triples to $170M
DigitalOcean’s Q1 2026 earnings stunned markets as AI customer ARR surged 221% year-over-year to $170M, sending DOCN stock soaring 40% and blowing past analyst price targets.
30-Year Treasury Crosses 5%: What It Means for Mortgages and Markets
The 30-year Treasury yield closed at 5.025% on May 4, 2026 — crossing a key threshold. Here’s what the curve’s steepest gap since 2022 signals for rates, mortgages, and capital markets.
Sterling Infrastructure Surges 50% on Blowout Q1 Earnings
STRL soared nearly 50% after Q1 2026 revenue jumped 92% to $826M on AI data center demand. Sterling raised its full-year 2026 outlook as e-infrastructure boom accelerates.
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.
Palantir Q1 2026: Revenue Surges 85%, U.S. AI Demand Doubles
Palantir smashes Q1 2026 estimates with $1.63B revenue (+85% YoY), $0.33 EPS beat, U.S. revenue up 104%, and FY 2026 guidance raised to $7.66B.
Junk Bonds Beat Long Treasuries in 2026: What Credit Markets Signal
High yield bonds have delivered 9% one-year returns while long-duration Treasuries struggle near breakeven. Here’s what the 2026 credit divergence means.
Long Lake’s $6.3B Deal Sends AmEx Global Business Travel Soaring 57%
Long Lake agrees to acquire GBTG — the world’s largest corporate travel platform — for $6.3B backed by General Catalyst and Alpha Wave. Shares surged 57% on May 4, 2026.
Nokia Doubles in 2026: Q1 Beat Powers 6G Transformation
Nokia (NOK) climbs 104% YTD after Q1 2026 revenue hits €4.5B and the company returns to profitability — while selling its FWA unit for $200M to focus on 6G.