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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Oracle

In network coverage since September 25, 2026 · 16+ stories
6Deals on our tracker
Deal recordFull tracker →
Oct 12, 26Deal announcedEnergy Transfer · Blue Owl Capital Inc. — coverage
Sep 30, 26Deal announcedTencent — coverage
Sep 30, 26Deal announcedTencent — coverage
Sep 17, 26Deal announcedRWE — coverage
Sep 17, 26Deal announcedERCOT · Scout Clean Energy · Engie North America · Clearway Energy · RWE — coverage
Sep 9, 26Deal closed — coverage
Network coverage
Insurer portfolios

US life insurers' AI holdings rise 24% to $85.2 billion

Moody's counts the exposure at 1.4% of cash and invested assets, with guarantees and leases adding exposure outside the reported figure.
The Wrap · Oct 16NERC stakeholders back draft reliability rules for 50MW-plus compute loads
The Wrap · Oct 15SoftBank asks PJM to study 10-GW Ohio data center complex under state agreement
Data centers & fiber · Oct 15Oracle asks FERC to expedite New Mexico gas pipeline for Project Jupiter
Energy Transition · Oct 14LS Electric secures $138.5m Bloom order for Pennsylvania data center switchgear
Data centers & fiber · Oct 8Bain puts a $6 trillion revenue test on the AI data center buildout
Data centers & fiber · Oct 7ByteDance holds about a fifth of China's 24GW data center capacity, nearly all leased
Launches · Oct 6ProShares files for an AI hyperscaler bond ETF
Deals & PE · Oct 3DigitalBridge and SoftBank close $3.1 billion deal; five announcements lack full dollar terms
Data centers & fiber · Oct 1Tencent signs $7bn five-year lease for 100,000 Oracle GPUs in Southeast Asia, FT reports
Data centers & fiber · Oct 1Xantaro names Christian Werner CEO as Czermin moves to executive chairman
The Tape · Sep 30Hyperscaler bond issuance pushes tech past banks in IG bond indexes
Passive & Indexing · Sep 29AI infrastructure debt pushes tech past banks in major investment-grade bond indexes
Products & portfolios · Sep 28Rieder sees bond opportunity as 10-year Treasury yield tops 5%
The Wrap · Sep 28Oracle's rent notice and PJM's curtailment plan test who carries grid risk
Real estate debt · Sep 25Oracle's rent notice reprices $18 billion of data center debt
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