Securitize shareholders have approved the merger that will make the tokenization platform publicly listed—a world first for this sector.
Jul 1, 2026 at 09:38 8 11
No plasma, no neutrons—just electricity. The distinction is fundamental: Realta Fusion has just crossed the boundary between scientific demonstration and industrial promise.
Jun 30, 2026 at 23:30 10 10
The Chinese central bank floods markets with liquidity at the end of the quarter, accentuating monetary divergence with the Fed—and the risk of competitive devaluation of the yuan.
Jun 30, 2026 at 10:05 14 12
Predictive markets are speculating on a SpaceX-Tesla merger that would create a $5 trillion titan. Analyzing this thesis reveals as much about the biases of predictive markets as it does about Musk's actual strategy.
Jun 23, 2026 at 04:29 5 4
Space is no longer a speculative thesis—it's an outperforming asset class. Rocket Lab's acquisition of Iridium propels the entire sector.
Jul 2, 2026 at 10:17 9 9
The most significant transaction of the year in digital real estate: Digital Realty acquires three Blackstone data centers in Virginia for $3.5 billion, setting a benchmark at $1.17 billion per site in a market with frozen permits and GPUs at 85% utilization.
Jun 30, 2026 at 16:47 9 8
In the largest acquisition in its history, Rocket Lab takes over Iridium Communications for $8 billion - a deal that radically transforms the company into a global LEO constellation operator, with direct exposure to DoD defense contracts.
Jun 29, 2026 at 17:15 12 11
For the first time, AI is driving a $200 billion M&A wave in the U.S. electric sector in 2026. Big Tech no longer trusts the public grid to power their data centers—they are buying capacity directly. A structural shift with massive implications for energy and compute markets.
Jun 29, 2026 at 09:04 12 9
![# AI & Energy: $200B in M&A in the U.S. Electric Sector - Hyperscalers Secure Their Power Supply [ENCADRE titre="Key Takeaways"] [ENCADRE contenu=" - **$200 billion** in mergers and acquisitions in the U.S. electric sector driven by AI energy demands. - **Hyperscalers** (Google, Amazon, Microsoft, Meta) invest heavily to secure their power supply. - Renewable energy and grid modernization become critical priorities. "] [/ENCADRE]](https://cdn.keelcrux.com/media/images/a1dc97f3e83c41df72e54e4d1d7a57a4.jpg)