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• Issue No. 1 · 12-18 April 2026

  The CoreWeave Capitalisation Trilogy, Amazon Goes Orbital, and Intel's U-turn

  Six material filings last week told three stories: CoreWeave raised $6.75B in 48 hours and had Meta commit $21B to its backlog; Amazon agreed to buy Globalstar, making AWS the only hyperscaler with both cloud and satellites; and Intel bought out Apollo's stake in Fab 34, quietly abandoning the 'Smart Capital' strategy it announced last year.

  6 filings · 17 signals · 18 tickers