Berkshire $397B in cash: Greg Abel inherits a dry weapon and a message
Berkshire's record war chest at the opening of the Abel era is as much a tool as an implicit signal on US valuations.
7 min ago 0 0
Digital Realty acquires Blackstone's data centers in Virginia for $3.5 billion: the major consolidation of AI real estate
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 1
Arjun Mehta
DeepSeek V4 in Mid-July and Peak-Time Pricing: The Next AI Compute Shock
Deflation in AI computing shows no signs of stopping: DeepSeek announces V4 for mid-July with a peak-time pricing grid—a structural signal for specialized cloud margins.
Jun 30, 2026 at 10:07 10 5
Arjun Mehta
OpenAI Limits GPT-5.6 at Government Request: First Instance of State Control Over an LLM
OpenAI restricts the deployment of its latest model following a request from U.S. regulators—and takes care to specify that "this should not be the norm." The precedent is set. It won’t be the last.
Jun 26, 2026 at 23:03 11 5
Arjun Mehta
Sell-off tech J+3: value rotation firmly established, Nasdaq consolidates in range - mechanisms confirmed
Three days after the start of the correction (June 23), the value/industrials rotation is confirmed. The Nasdaq-100 is targeting the 19,200-19,500 pts range. The Iran deal failed to counterbalance the pressure. Thursday's PCE is now the sole pivot of the week.
Jun 25, 2026 at 09:45 10 3
Eleanor Whitfield
Bitcoin: New Line in the Sand Ahead of Thursday's Core PCE - Microstructure Under Maximum Tension
BTC has established its critical level: $61,242. Thursday's core PCE is the macro trigger. Funding rates at a two-week high, absence of spot ETF bids, cluster of long liquidations at $61-62k: the microstructure is asymmetric and skewed to the downside.
Jun 25, 2026 at 09:44 9 4
Yuki Tanaka
ECB data-dependent, Fed's Warsh hawkish: monetary divergence becomes the theme of summer 2026
Kazimir (ECB) confirms the direction of rate cuts but conditions each step on data. Goldman anticipates a persistently restrictive Warsh Fed. The Fed/ECB divergence is emerging as the key macro theme of the summer-with direct implications for EUR/USD and peripheral bonds.
Jun 25, 2026 at 03:01 8 2
