Amazon signed a 20-year deal for 690 MW from Constellation's Calvert Cliffs nuclear plant, backing a 190 MW uprate due between 2030 and 2032. Most of the contracted power is output the plant already makes, so the deal is mainly a long cost arrangement for Amazon on power that other PJM buyers share.
Reality
- Evidence55
- Adoption40
- Hype gap+25
- Incentives70
- Confidence60
Neuberger Private Markets found about 78% of more than 140 GPs are raising AI spending on investment decisions, against about 90% in due diligence. The two shares imply at least 68% are funding AI at both stages at once.
Reality
- Evidence35
- Adoption50
- Hype gap+10
- Incentives45
- Confidence40
Atreides Management, Mubadala Capital and Valor Equity Partners co-led an initial close of $3.9 billion at a $30.9 billion post-money valuation. One of Crusoe's six contracted gigawatts is running today.
Publishers:crusoe.ai
Reality
- Evidence28
- Adoption55
- Hype gap+34
- Incentives88
- Confidence44
The Series F closed at a $30.9bn post-money valuation on one operating gigawatt and $140bn of contracted value spread across six. Turning the other five gigawatts into cash is what the new money bought.
Publishers:cryptopolitan.com · tpg.com Reality
- Evidence34
- Adoption44
- Hype gap+37
- Incentives84
- Confidence56
Jackson sold $5.9 billion of retail annuities in the second quarter, up 34%. Index-linked and fixed index products supplied about 86% of the increase. The company credits asset sourcing at PPM and its TPG partnership.
Publishers:investors.jackson.com
Reality
- Evidence60
- Adoption62
- Hype gap+15
- Incentives82
- Confidence64
QVT Financial, short Jackson's debt and equity, says the insurer's captive repays hedging losses in three-year installments. The unpaid tab is an estimated $6.8bn against $4.97bn of statutory surplus.
Publishers:thebearcave.substack.com
Reality
- Evidence45
- Adoption20
- Hype gap+15
- Incentives85
- Confidence40
August wholesale prices ran 5.4% against a 5.3% forecast and the ten-year yield added 10.7 basis points. Housing and the private-market managers absorbed most of Thursday's selling while the banks barely moved.
Reality
- Evidence48
- Adoption
- Insufficient
- Hype gap+15
- Incentives58
- Confidence52
Elveo Mobile starts life with five satellites in orbit and globally coordinated spectrum. In direct-to-device, the second asset is the harder one to replace.
Reality
- Evidence42
- Adoption34
- Hype gap+38
- Incentives72
- Confidence48
July was the biggest month for new unicorns in more than four years, and H1 alone had already beaten the whole of 2025. One company priced at $1.1 billion is less than a year old.
Reality
- Evidence62
- Adoption45
- Hype gap+18
- Incentives58
- Confidence55