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‘The global data centre and AI build-out will be an extraordinary and sustained capital markets event’

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FTAV’s further reading

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And the FTAV charts quiz winner is . . .

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Saylor vs Chanos: a short story

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Rating the rating data of credit raters

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FTAV’s further reading

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Maybe some repo ructions could be a good thing?

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FTAV’s Friday chart quiz

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AI’s awfully exciting until companies want to use it: Rightmove edition

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FTAV’s further reading

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Why are people being mean about Egan-Jones?

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‘Best way to describe the market is bonkers’

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Utah’s First Brands whale even leased the office furniture

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FTAV’s further reading

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2,506 takeover candidates: ranked!

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FTAV’s further reading

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Blackstone’s alternative narratives

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If an ex-chancellor pumps crypto and no one notices, does it make a noise?

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How many ‘bragawatts’ have the hyperscalers announced so far?

ft.com·27w·Hacker News

FTAV further reading

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