5/15/2026 1:35:40 PM Big Tech groups launch global borrowing spree to fund AI expansion By Samantha Wulfson These companies have increased their estimated AI spending to $725b this year, and are looking to raise debt in currencies including...
5/15/2026 1:31:03 PM Private credit isn’t the problem — concentration is By Samantha Wulfson Assets don’t fail in isolation. Portfolios do. Private credit is not a monolith. It includes senior and junior lending, sponsor-backed...
5/8/2026 10:37:05 AM Big Tech’s $725b AI spending spree sends free cash flow to a decade low By Samantha Wulfson The combined free cash flow of the four “hyperscalers” — Amazon, Alphabet, Microsoft and Meta — is expected to fall to roughly $4b in the...
5/8/2026 10:17:10 AM Gusto hits $1B revenue, a figure that brings it closer to public markets By Samantha Wulfson The 14-year-old small-business payroll provider Gusto, last valued at more than $9 billion, just announced that it surpassed $1 billion...
5/8/2026 10:13:09 AM Ramp in talks to hit $40B+ valuation, 6 months after reaching $32B By Samantha Wulfson In late 2025, Ramp founder CEO Eric Glyman said his company had reached $1 billion in revenue, doubling its income in just a year. Glyman...
5/8/2026 10:09:45 AM Investing in Europe: Private Equity Activity 2025 Report highlights strong fundraising and investment performance By Samantha Wulfson Total European private capital investment rose to €135b in 2025, marking the second-strongest year after 2021. Buyout investment drove...
5/8/2026 10:05:47 AM Venture capital: European funds raise less capital, but invest more By Samantha Wulfson 316 venture capital funds raised a total of €17 billion in 2025. This represents a 29% decrease compared to the previous year, which had...
5/1/2026 12:13:22 PM From local to global: Navigating AI-driven expansion and compliance By Samantha Wulfson Companies are using AI to enter new markets faster than ever, but while the tech speeds up, regulation is becoming the real bottleneck....