US Shale’s Metamorphosis Is a Lesson for Big Tech
Drillers’ wild spending spree of the 2010s is a cautionary tale for the likes of Amazon and Meta.
We haven't written up this one. Bloomberg has the full story — the link below goes straight to it.
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New SEC filing reveals how deep Situational Awareness' memory chip bet was before it blew up
The fund's top 5 positions — including Sandisk at $5.7 billion and Micron at $5.6 billion — all fell sharply in July as the AI trade reversed
Dynatrace's Subsidiary Prices Private Placement Of $1.25 Billion Of Exchangeable Senior Notes
(RTTNews) - Tuesday, Dynatrace, Inc. (DT) announced that its indirect wholly-owned subsidiary, Dynatrace LLC, has priced its 0.00% Exchangeable Senior Notes due 2031 in a private placement.
