Public Markets 3h Briefing
×Market Moves
The S&P 500 wsj.com dropped 1.2% in its worst week since June, dragged down by firms facing AI disruption concerns, per AI Gave Investors a Glimpse of the Future This Month. And They Sold Their Stocks wsj.com. Entrata ft.com is working with Goldman Sachs and JPMorgan on an IPO, signaling continued M&A activity. Software debt slump: AI disruption concerns trigger credit market selloff bloomberg.com saw a basket of outstanding US corporate loans suffer its steepest monthly decline in over three years.
Deals & Corporate Activity
Ex-Moelis Banker to Plead Guilty in Global Insider Trading Case bloomberg.com highlights ongoing enforcement actions in financial services. Paramount’s $57.5 Billion of Warner Debt to Mix Junk, High Grade bloomberg.com reflects complex financing structures in mega-deals. Blackstone chief Schwarzman received $1.2bn in 2025 income ft.com underscores private equity compensation trends. Raising Cane’s CEO on International Expansion Plans bloomberg.com discusses growth strategies without a planned IPO.
Macro & Policy
US court blocks landmark law limiting social media use for children ft.com addresses regulatory impacts on tech platforms. President Trump’s Economy: Boom, Bust, or Business as Usual? bloomberg.com offers contrasting economic outlooks. Zscaler CEO: AI Is Opportunity, Not Threat, For Our Business bloomberg.com provides a tech sector perspective on AI adoption.
Corporate Governance
David Ellison Is Shaking Up CBS News; CNN Looks to Be Next bloomberg.com signals media executive reshuffles. United and American Fight at Chicago’s O’Hare Draws Federal Scrutiny wsj.com examines airline operational conflicts. Compass, Rocket Partner on Home Listing Initiative bloomberg.com demonstrates real estate tech partnerships.
Market Moves (Continued)
Stocks Slide as Wholesale Inflation Heats Up bloomberg.com indicates persistent inflation pressures. The Key to a Healthy Woman's Heart bloomberg.com focuses on healthcare sector developments.