Micron’s Best Week Since 2008 Ignites AI Chip Capital Markets
Micron surged 15.5% in its biggest week since 2008 as AI memory demand booms. Here is what it means for CHIPS Act financing, corporate bonds, and the Cerebras and Quantinuum IPO pipeline.
Micron surged 15.5% in its biggest week since 2008 as AI memory demand booms. Here is what it means for CHIPS Act financing, corporate bonds, and the Cerebras and Quantinuum IPO pipeline.
Learn how convertible bonds work — coupon, conversion ratio, bond floor, and conversion premium — with plain-English examples and a verified worked illustration.
Investment-grade credit spreads compressed to 79 basis points in May 2026, near their tightest in over three years, as companies race to lock in cheap borrowing costs.
Fervo Energy prices its Nasdaq IPO this week at $21–$24/share, targeting a $6.5B valuation as AI data-center demand puts firm geothermal power in the spotlight.
Google committed up to $40B and Amazon pledged $5B as Anthropic eyes a $50B fundraise at a $900B valuation, marking the most aggressive private-market run-up in tech history.
GameStop’s $10.9B company is targeting eBay at $56B. We break down the deal math — and why Wall Street is deeply skeptical about the financing.
Apollo Global Management crossed the $1 trillion assets-under-management milestone in Q1 2026, posting record fee earnings while private credit reshapes corporate finance.
Norges Bank raised its benchmark rate to 4.25% on May 6, 2026 — the only major European central bank to hike this year — as Norway’s CPI stayed at 3.6%, well above target.
HawkEye 360 (NYSE: HAWK) priced at $26, raising $416M. Revenue surged 74% to $118M and EBITDA turned positive as defense-tech satellite demand accelerates.
The Fed held rates at 3.5%–3.75% for a third straight meeting. With the 10-year yield near its 2026 high and investors pricing no cut until late 2027, capital markets face a prolonged high-rate environment.