Together AI Raises $800M at $8.3B Valuation: The Race for GPU Neoclouds Enters a New Phase
When compute is scarce, whoever controls it sets the rules. Together AI has just proven this with an $800 million funding round.
Jul 1, 2026 at 22:49 8 8
Sovereign Wealth Funds: The Great Migration to AI-Boosted Private Equity
Global sovereign wealth funds are massively reallocating from public markets to private equity, driven by a shared conviction: the best opportunities from the AI wave are being negotiated off-exchange—and SWFs, with their 20- to 30-year horizons, are structurally best positioned to capture them.
Jun 29, 2026 at 09:04 8 11
Eleanor Whitfield
Meta: Tripling AI CAPEX for Three Consecutive Quarters - Markets Still Underestimating the Scale
A Seeking Alpha analyst argues that the market has yet to price in Meta's CAPEX trajectory: +100% YoY over the next three quarters. Between data centers, Llama, and Advantage+, Meta's AI investment shows no signs of slowing-and margins are absorbing it better than expected. Breakdown.
Jun 24, 2026 at 10:00 11 8
Arjun Mehta
Gold and central banks: the WGC 2026 survey confirms a structural accumulation cycle
90% of the central banks surveyed cite inflation hedging, long-term performance, and diversification away from the dollar as reasons for their gold purchases. A structural anchor, not cyclical.
6 h ago 6 7
Heinrich Vogel
ETF Bitcoin spot: -$8.95 billion in May-June, the bleeding continues
Two months of record outflows: US spot Bitcoin ETFs lose nearly $9B cumulatively. The institutional channel withdraws as the price rebounds on the dovish NFP.
6 h ago 6 6
Lars Eriksson
Volksbanken and Sparkassen Open Crypto Retail: Germany Banks Bitcoin
German cooperative banks open crypto trading to millions of retail customers under the MiCA framework. Banked retail crypto is scaling up.
6 h ago 7 8
Lars Eriksson
Solana +19% on Securitize listing: tokenization validates a secondary rail
The listing of an entity linked to Securitize on NYSE boosts SOL by 19%. The market is betting on Solana as the preferred institutional tokenization rail, alongside Ethereum.
6 h ago 4 4
Elena Fischer
GCAP: The Multi-Billion-Dollar Contract Passes the Point of No Return for the Future Tri-National Fighter
The UK-Japan-Italy Global Combat Air Programme has just secured a major contract described as a "major step forward." For non-American defense investors, this signals that the program is politically irreversible—and industrially open to partnerships.
21 h ago 7 9
Daniel Schmidt
Tungsten: Seoul Revives Its Mines to Break Free from China's Monopoly on a War Metal
South Korea reactivates its tungsten deposits to reduce a dependence on China exceeding 65%. A discreet but structural signal in the global recomposition of critical supply chains—the metal of hard tools and munitions enters the geopolitical battle.
21 h ago 5 8
Lucia Ferraz
Shortened week, strong signal: June's jobs report validates the Fed pause and reignites global risk-on
147,000 jobs in June, below expectations - but unemployment falls due to contraction in the labor force. Markets have chosen their interpretation: dovish. The question remains whether this will hold until the FOMC on July 29-30.
21 h ago 8 8
Eleanor Whitfield
Lindian fires the first shot at Kangankunde: Africa enters the rare earth extraction phase
First blasting in Malawi: Kangankunde shifts from development to physical extraction. A new African front opens in the global race for rare earths.
yesterday 7 10
Lucia Ferraz
OUSD: Samsung, Visa, and Google Deny Joining Stablecoin Alliance - Elusive Governance
A stablecoin listing global giants as members without their consent: the OUSD episode reveals governance flaws threatening institutional crypto coalitions.
yesterday 9 9