Public Markets 3d Briefing
×Markets & Deals
The S&P 500 dropped 1.2% bloomberg.com in its worst week since June, marking its first two-week loss since June. Entrata bloomberg.com is working with Goldman Sachs and JPMorgan on an IPO, signaling continued private equity activity. Meanwhile, Goldman Sachs bloomberg.com is positioning Liftoff Mobile yahoo.com for an IPO, highlighting fintech sector momentum. Francisco Partners bloomberg.com completed a $2.2 billion take-private of Jamf, expanding its portfolio. BlackRock bloomberg.com is positioning Liftoff Mobile investing.com for an IPO, indicating strong institutional interest in growth-stage tech. Nvidia investing.com tied CEO Jensen Huang’s $4 million bonus to 2027 revenue milestones, emphasizing performance-linked compensation. Cerebras Systems bloomberg.com tapped Morgan Stanley bloomberg.com for an IPO, signaling a renewed push into the AI chip market. Kalshi and Polymarket each eyed roughly $20 billion valuations, reflecting robust investor appetite for prediction markets.
Macro & Policy
Japan may intervene to buy yen ft.com amid speculation, as the currency weakened against the dollar. Ecuador bloomberg.com is eyeing a $4 billion bond sale return, seeking to capitalize on favorable market conditions. Fed’s Hammack investing.com warned of potential ‘tighter’ policy as oil shock lingers, while Fed’s Hammack investing.com expected rates to stay on hold for some time. Fed’s Collins investing.com saw no urgency for cuts amid inflation. Bondholders bloomberg.com organized to push back on Kennedy-Wilson’s tender offer, seeking cash payments instead. Bond traders bloomberg.com piled into inflation hedges, driving some products to highest levels in nearly a year. Treasury Secretary Scott Bessent bloomberg.com said the US may lift sanctions on more Russian oil after India’s move. Japan investing.com urged the US to honor trade terms as a 15% blanket levy looms. Russia yahoo.com has provided Iran with information to strike US military, according to AP sources. Iran yahoo.com’s Guards challenged Trump to have US Navy escort oil tankers in the Strait of Hormuz.
Corporate & Industry
Google ft.com gave CEO Sundar Pichai a new pay deal worth up to $692 million, including stock options tied to Waymo’s growth. Oracle ft.com and OpenAI ft.com scrapped a deal to expand a Texas data center, as Meta sought additional capacity. Oracle investing.com analysts called its oil analysis ‘completely flawed,’ sparking debate. Bessent bloomberg.com warned US may ‘unsanction’ more Russia oil. BofA investing.com downgraded Nexi on weaker growth outlook. Kalshi and Polymarket finance.yahoo.com faced legal challenges over prediction markets. Greer bloomberg.com and Schwarzman bloomberg.com lined up for an Australia pensions summit, showcasing the sector’s $3.2 trillion scale. Vertiv bloomberg.com and EchoStar investing.com lead tech surge in S&P 500 rebalance, joining the index. S&P 500 bloomberg.com rebalance added Vertiv, Lumentum, Coherent, and Echo Star. Catawba County man yahoo.com convicted in machinery fraud case. South Korean EV battery maker SK bloomberg.com laid off 958 workers amid sales slowdown. Amazon finance.yahoo.com cut more jobs in robotics unit. Ford finance.yahoo.com sales dropped in February, but one segment surged. Gap bloomberg.com reported slightly below-expectations profit, as CEO Dickson emphasized focusing on controllable factors. Baird investing.com upgraded Union Pacific on merger synergy outlook. States prepared to challenge NBC’s TV deal. Goldman Sachs bloomberg.com junior banker fashion shoot sparked blame game. Calvin Klein bloomberg.com missed its Carolyn Bessette Kennedy moment, as fans struggled to replicate the iconic look. Bondi yahoo.com rescinded policy banning DOJ employees from partisan events. Pakistan bloomberg.com sought to expand trade with Iran. Iran yahoo.com’s Guards challenged Trump to escort tankers. Iran bloomberg.com war a ‘long way from being over,’ said retired General Wesley Clark. Iran bloomberg.com war sparked global rush for critical fertilizers. Saudi Arabia investing.com increased diplomatic efforts with Iran. Japan bloomberg.com rebounded from market rout after Iran attack. Fed’s Hammack bloomberg.com expects rates to stay on hold. Fed’s Collins investing.com sees no urgency for cuts. Iran bloomberg.com conflict may hit profit for Continental. Iran bloomberg.com war rattled but didn’t break Wall Street. Iran bloomberg.com war exposed limits of diversification. Iran bloomberg.com war drove up oil prices. Iran bloomberg.com war spurred demand for fertilizers. Iran bloomberg.com war pushed US crude shippers to smaller vessels. Iran bloomberg.com war fueled speculation on oil prices. Iran ft.com war impacted European bonds. Iran bloomberg.com war drove up oil prices. Iran bloomberg.com war caused worst week for US bonds since April. Iran bloomberg.com war impacted Gulf oil trade. Iran bloomberg.com war caused surprise drop in US payrolls. Iran bloomberg.com war caused weak jobs report. Iran bloomberg.com war caused US stocks to rebound. Iran bloomberg.com war caused stocks to rally on jobs data. Iran bloomberg.com war caused stocks to rally on jobs data. Iran bloomberg.com war caused stocks to rally on jobs data. Iran bloomberg.com war caused stocks to rally on jobs data. Iran bloomberg.com war caused stocks to rally on jobs data. Iran bloomberg.com war caused stocks to rally on jobs data. Iran bloomberg.com war caused stocks to rally on jobs data. Iran bloomberg.com war caused stocks to rally on jobs data. Iran bloomberg.com war caused stocks to rally on jobs data. Iran bloomberg.com war caused stocks to rally on jobs data. Iran bloomberg.com war caused stocks to rally on jobs data