6+ day, 4+ hour ago   (1785+ words) Blackstone now values its data center portfolio at $185bn. The question is not whether the buildings are leased. It is whether the banks actually got the risk off their books. Blackstone’s data-center story starts with QTS. Since buying QTS, Blackstone has…...

6+ day, 23+ hour ago   (798+ words) Jane Street has signed a five-year cloud contract with Crusoe worth about $13 billion, Bloomberg reported on Thursday. Crusoe supplies the GPU clusters and the kit around them. Training and inference. People familiar with the agreement described it on the condition…...

1+ week, 15+ min ago   (1031+ words) Big Tech is traditionally a low-leverage sector. The dominant companies (Amazon, Meta, Alphabet, Microsoft, etc.) make heaps of money, have robust operating cash flows, and haven’t needed to take on debt. Way back in 2024, hyperscalers funded data center construction largely…...

1+ week, 5+ day ago   (298+ words) Sterling Digital plc (AQSE: ASIC), a company which uses low-cost underutilised natural gas in West Texas to power high margin digital asset production directly at the source, is pleased to announce it has recorded its first verified Bitcoin mining output…...

2+ week, 2+ hour ago   (204+ words) Google Cloud is now pulling verified blockchain data straight into BigQuery, and the company doing the indexing behind it is SQD, the network formerly known as Subsquid. The deal, confirmed through SQD’s enterprise arm, SQD 360, gives Google Cloud customers access…...

2+ week, 2+ day ago   (723+ words) People at Citadel Securities have a new number to contemplate before bonus season: $3.3 billion. That was the market maker’s net income in the second quarter of 2026, up more than 250 percent from a year earlier. Trading revenue more than tripled to…...

2+ week, 6+ day ago   (218+ words) There are no more ordinary Tuesdays in finance since AI grabbed all the headlines. To highlight this, a Goldman Sachs partner has just put a clear warning on the table. Chris Churchman leads Marquee, the bank’s digital platform for institutional…...

2+ week, 6+ day ago   (990+ words) It is an especially hot summer in cities like Budapest. And, this year has not only been hot in Hungary, the change in political leadership may also be ushering in a new era for Hungarian fintechs. We looked into how…...

2+ week, 6+ day ago   (288+ words) These modest drawdowns sit against a volatile backdrop that tested even experienced macro managers. The month’s turbulence followed heavy selling in AI names before a sharp rebound, creating difficult conditions for directional and relative-value strategies alike. While neither firm is…...

3+ week, 5+ min ago   (999+ words) One of the oldest sayings in trading is that “the trend is your friend.” The problem is that markets do not tell you when the trend, the volatility, or even the character of the market has changed. After years of…...