Topic

Enterprise

2 essays

Thursday — May 28, 2026

SoundHound AI Files S-4 and 8-K Signaling Active M&A Process

A $42.78 million stock-for-stock merger filed May 27, 2026 is a small deal with large implications for how enterprise AI infrastructure gets priced and assembled.

Tuesday — May 19, 2026

Capital Markets

HIVE Digital pivots from Bitcoin mining to institutional AI compute at scale

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When a Bitcoin miner buys $58 million of Toronto land and commits to 320 MW of AI compute, it stops being a miner. The question is whether the market is pricing the right ceiling.