By Focus
Nvidia Financing Its Own AI Boom
Nvidia has spent the past several years selling the infrastructure behind the artificial intelligence boom. Increasingly, however, it is doing something else: helping finance the…
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Further Analysis & Commentary
AI funding landscape 2026
Anthropic’s $20B Mega Raise, Has the AI Funding Crown Changed Hands? Anthropic has reportedly doubled its latest funding target to…
Netflix revises Warner Brothers offer to an all-cash deal.
Netflix has raised the stakes by converting its proposed $82.7 billion stock‑and‑cash acquisition of Warner Bros. Discovery (WBD) into an…
DroneShields Revenue Surges, but Pipeline Concerns Test Investor Confidence
DroneShield has delivered what, on the surface, looks like a blockbuster result. Revenue at the defence technology company nearly quadrupled…
Nestle selling €5bn water division; Rothschild to run the sale
Nestlé SA is moving ahead with plans to sell a stake in its €5 billion ($5.8 billion) water division, which includes well‑known…
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Monthly Investor Memo
Delivered Monthly - 2026