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Hyperscaler funding needs could drive the next wave of US supply in euros
Cooler reception suggest AI capex hype is shrinking
The novelty of these jumbo deals could wane as hyperscalers repeatedly hit the market
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Company is evaluating equity bids -
Issuer slips a notch as debt to regulatory capital metric worsens
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21X will combine functions of exchange and securities depository
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When you reflect on your banking career — the thousands of pitch books, the countless analyses, iterations, scenarios, recommendations, and timetables — the gnawing question is whether you ever really added any value. Were you a strategic advisor and master tactician or just a Willy Loman with more air miles?
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Deal lands close to fair value but orderbook attrition remains high
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