Blackstone: +26% in Q2, driven by AI bets - patient capital comes into play
The private equity giant is saying what the VC scene has been asserting for 18 months - AI is no longer a theme, it's an asset class.
Jul 24, 2026 at 09:33 12 10
Energy IPOs surge as investors hunt for ways to play the AI boom
Ars Technica documents a wave of IPOs in the energy sector, driven by investors looking to board the AI train without buying Nvidia at its current multiples. The energy proxy becomes the favorite derivative trade - a clear end-of-cycle signal.
Jul 16, 2026 at 21:46 6 8