UBS' Peirce on AI Buildout, Dealmaking Landscape
THE SO WHAT
Bankers are now treating AI infrastructure as a durable deal theme, not a one-off cycle. If you’re raising or buying in this space, expect more structured capital and scrutiny on power, land, and supply-chain exposure as core underwriting variables.
READ THE SOURCE
MORE FROM THE WIRE
Trump reacts to the Jensen Huang affair: 'He probably has an excuse for it'
When a former US president publicly backs Huang staying in the role, it lowers immediate political pressure for a forced leadership change at Nvidia. For operators building on Nvidia’s roadmap, this points to continuity risk rather than abrupt disruption risk in the near term.
Tech & InnovationPhilippine Economy Unexpectedly Slows, Pressuring Marcos
A fifth straight quarter of slowing growth with energy and El Niño as headwinds means operators in the Philippines should plan for stickier input costs and softer demand, not a quick rebound. If you’re exposed to the market, revisit 2026 volume and FX assumptions this week.
Tech & InnovationTrump says Jensen Huang should stay on as Nvidia CEO after affair admission, saying he is a "fine person" and "I haven't heard he's done anything wrong"
Political backing for Nvidia’s CEO underscores how central the company has become to US industrial and national priorities. For operators, the near-term read is continuity in Nvidia’s leadership and roadmap even as governance questions play out in the background.
Tech & InnovationChinese Producer Inflation Hits 5.7% for Post-Covid Era High
Producer prices jumping 5.7% on energy while consumer inflation stays muted points to margin compression inside China’s industrial base. If you rely on Chinese manufacturing, expect renewed pricing conversations or quiet quality downgrades over the next 1–2 quarters.