Finance Knuggets
Feb 11, 2026
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From The SBR Technology Excellence Awards 2026 in Singapore are seeking nominations until February 20, 2026. These awards recognize outstanding technological innovation and leadership among companies driving digital transformation. Organizations with offices in Singapore developing breakthrough tech solutions or digital innovations are encouraged to nominate projects to gain visibility and foster collaboration. The awards highlight leadership, amplify impact, and promote networking among top tech innovators.
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From Myrmikan Capital’s founder Daniel Oliver predicts a massive gold bull market triggered by declining confidence in the U.S. dollar and escalating U.S. debt levels. He outlines phases starting from geopolitical events in 2022 leading to increasing gold buying, Federal Reserve monetary policy challenges, and a potential government bond crisis causing higher interest payments and deficits. Oliver estimates gold could reach between $8,395 and $12,595 an ounce historically, with junior gold miners positioned to benefit as interest in gold investments increases.
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From The United States is investing over $1 trillion annually in AI-related infrastructure, including software, computers, and data centers. Spending on data centers has more than tripled since ChatGPT’s launch in late 2022, with leading tech companies scaling up capital expenditures dramatically. This AI investment boom is a uniquely American phenomenon, surpassing prior historical infrastructure projects. Importantly, much of the computer hardware is imported, mainly from Taiwan, Mexico, and Malaysia, with software development expenditure dominating overall AI-related investment.
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From Mubadala Capital and TWG Global plan to acquire Clear Channel Outdoor for $6.2 billion, representing a 71% premium. This private equity deal comes nearly two decades after Clear Channel Communications’ fraught history involving buyouts, lawsuits, and bankruptcy restructuring. Concurrently, Alphabet (Google’s parent) recently raised nearly $32 billion in debt, including a rare 100-year bond issuance to fund AI capabilities, signaling strong credit market support for tech firms’ long-term investment strategies. Additionally, various venture capital and private equity deals across AI startups, biotech, and infrastructure sectors are highlighted.
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From Corporate finance involves companies raising capital via bonds or stocks, traditionally viewed as a way to fund business activities, but also as a “casino” where securities are traded continuously, generating fees for banks. The rise of electronic trading in corporate bonds has increased volumes but compressed margins, challenging bank profitability yet improving market efficiency. In crypto, exchanges can sometimes inflate balances, as seen in Bithumb’s error where billions of faux Bitcoins were mistakenly credited, causing market disruptions. Alphabet recently issued a 100-year bond yielding 6.125%, appealing to investors seeking long-term, fixed income resembling a perpetuity. In California, regulatory changes target blackjack-style cardroom games, raising interesting implications for regulated prediction markets and gambling.
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