Digital Athens @DigitalAthensAI
Joined December 2023-
Tweets33
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Five hyperscalers borrowed ~$220B for AI data centers this year with the 10-year above 5%. Four of them carry debt under 6% of market cap. Oracle is at 34.5%, one notch above junk, and fell 9% this week. New in The Rack: digitalathens.substack.com/p/the-rack-ora…
Deal Tape — October 16, 2026 • Thoma Bravo's Proofpoint to acquire Varonis $VRNS for $49.75/sh cash (~$6.3B) • GTCR and Elliott to take CCC Intelligent Solutions $CCC private at $7.75/sh (~$6.1B EV) • Copart $CPRT completes ACV Auctions deal • Allstate's Arity to buy INRIX; Intuit $INTU to buy Sequence • Anthropic IPO investors weigh ~$1.5T valuation • Iambic $IAM +26% in session two dealtape.substack.com/p/digital-athe…
Deal Tape — October 16, 2026 • Thoma Bravo's Proofpoint to acquire Varonis $VRNS for $49.75/sh cash (~$6.3B) • GTCR and Elliott to take CCC Intelligent Solutions $CCC private at $7.75/sh (~$6.1B EV) • Copart $CPRT completes ACV Auctions deal • Allstate's Arity to buy INRIX; Intuit $INTU to buy Sequence • Anthropic IPO investors weigh ~$1.5T valuation • Iambic $IAM +26% in session two dealtape.substack.com/p/digital-athe…
Executive Moves: October 9, 2026, from Digital Athens: The C-Suite. RB Global names new CFO; AGNT's Leo Pareja succeeds Glenn Sanford as CEO; Super Micro adds ex-Intel IT CTO to board; Payoneer sets $5.25M CLO retention award. digitalathens.substack.com/p/executive-mo…
Deal Tape, Oct 9: Copart extends ACV tender with 52.84% tendered; Green AI Cloud and KQC Quantum agree to SPAC deals; Iambic sets IPO terms at $15–$17; BlueMatrix to buy Aiera; Amdocs sells Vubiquity. dealtape.substack.com/p/digital-athe…
Executive Moves: October 7, 2026, from Digital Athens: The C-Suite. Skydance raises pay for Ellison and top team at WBD close; Penguin Solutions names Stephen Cumming CFO; Aviat Networks and Box fill COO and CAO roles. digitalathens.substack.com/p/executive-mo…
Deal Tape, Oct 7: Paramount closes Warner Bros. Discovery deal, now trading as Skydance (SKYD); SAP to buy TechWolf; Navitas closes Claros; Altaris completes Simulations Plus buyout; Clarivate sells Life Sciences unit for $600M. dealtape.substack.com/p/digital-athe…
Digital Athens: Deal Tape, Oct 6: Schneider Electric agrees to buy PTC for $205/sh in cash; Skyworks completes Qorvo combination; DayOne Data Centers files for Nasdaq IPO; WISeQey begins trading as WQEY while SAIQ jumps 261%. dealtape.substack.com/p/digital-athe…
Deal Tape Week Ahead, Oct 5–9: Paramount Skydance and Warner Bros. Discovery target Oct 6 close; Western Union/Intermex Oct 6 HSR date; Copart's ACV tender expires Oct 7; WISeQey to begin trading as WQEY; no IPOs scheduled. dealtape.substack.com/p/digital-athe…
Digital Athens: Deal Tape, Oct 3: Synaptics jumps 14% on onsemi's revised $123/sh cash deal; WISeSat debuts on Nasdaq as SAIQ; Western Union refiles HSR for Intermex; Supabase to acquire Turso; Arca Nova files $100M AI-focused SPAC. dealtape.substack.com/p/digital-athe…
Executive Moves: October 3, 2026, from Digital Athens: The C-Suite. Live Nation extends CEO Michael Rapino's contract through 2031; Verra Mobility names Jon Newhard CEO; Hub Group shareholders reshape its board; Freddie Mac, Voya, Coinbase and more. digitalathens.substack.com/p/executive-mo…
Digital Athens: Deal Tape, Oct 2 for onsemi, Synaptics, Nayax, Alight, OpenWorld and Columbus Acquisition Corp, alongside the onsemi/Synaptics, Nayax/IPS and Alight/Abett deals. dealtape.substack.com/p/digital-athe…
Executive Moves: October 2, 2026, from Digital Athens: The C-Suite. Paramount Skydance discloses co-CEO Ynon Kreiz's pay; Flutter's Dan Taylor takes over; Kimberly-Clark COO Russ Torres heads to Keurig Dr Pepper; Omega Healthcare, Vir and more. digitalathens.substack.com/p/executive-mo…
Digital Athens: Deal Tape, Oct 2: onsemi recasts Synaptics deal as $123/sh all-cash (~$5.7B); Nayax closes $350M IPS Group deal; Alight acquires Abett; Bose buys FMOD developer Firelight; Inworld acquires Ultravox; OpenWorld and WISeSat reach Nasdaq. dealtape.substack.com/p/digital-athe…
Deal Tape, Oct 1: Digi to acquire Disruptive Technologies for $130M; Nebius acquires Inferize; TTM closes $1.1B Epiq deal; SoftBank closes DigitalBridge; Grindr to acquire Freddie for $250M. Sourced from SEC filings. dealtape.substack.com/p/digital-athe…
Executive Moves: October 1, 2026, from Digital Athens: The C-Suite. Mattel names Roger Lynch CEO; The Hartford and General Mills set CEO successions; Regeneron grants 10-year PSU awards; Moderna names a COO. Sourced from SEC filings. digitalathens.substack.com/p/executive-mo…
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