Digital Marketing

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OpenAI closes The Deployment Company, a $10bn enterprise AI bet on private equity

OpenAI has finalised the most structurally novel enterprise AI deal of 2026: a $10bn vehicle anchored by TPG, with 19 investors and a 17.5% guaranteed annual return over five years. The strategy is to make PE portfolios a captive distribution channel. We wrote about the venture’s outline last month; Monday’s confirmation closes the funding question. […]

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GameStop makes $56 billion offer to acquire eBay

GameStop has made an offer to acquire eBay for $56 billion, which comes as part of GameStop CEO Ryan Cohen’s plan to transform the online marketplace into a “legit competitor to Amazon,” he tells The Wall Street Journal. In an announcement on Monday, eBay says it will “carefully review” the unsolicited proposal, adding that it […]

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Blackstone wants $1.75bn for the first AI-era data-centre REIT

Blackstone Digital Infrastructure Trust will list on the NYSE under BXDC, targeting newly built data centres leased to hyperscalers. It is the most direct way Wall Street has yet packaged the AI build-out for public investors. For most of the past 18 months, the financial story behind the AI build-out has been a story about […]

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Our Vision for Building an Open Ecosystem for the Agent Era

For years, HubSpot invested in making our platform the best place for marketing, sales, and service teams to do their work. With AI, we’ve been building it to do the work for them – through agents that qualify leads, resolve tickets, save deals, and drive outcomes across the business. That’s why we call HubSpot an agentic customer platform.

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Palantir’s earnings test arrives in the middle of an AI software sell-off

After a 30% year-to-date drawdown, Monday’s Q1 results are Palantir’s first chance to argue, not assume, that it does not belong in the broader AI software multiple compression. Until two weeks ago, Palantir was, by some measures, the best-performing large-cap software stock of the AI cycle. It had outpaced Salesforce, Microsoft, Oracle, and Adobe by […]

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Cerebras files updated IPO terms: $3.5bn raise at $26.6bn valuation

Three days after suggesting it might target up to $4bn at $40bn, the AI chipmaker has marketed 28 million shares at $115-$125 each, lining the deal up with its February private valuation rather than above it. Cerebras Systems was preparing to seek up to $4bn at a roughly $40bn valuation in its long-awaited initial public […]

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