Attributed metadata history
Up to 100 retained publisher events per page for 10ce6d7df8b4501d08ddf69b61f0245e1a91a2d2ed37804ceda5bb4486aae785. Withdrawals and unavailable references remain attributed to their publishers.
intelligence_src_33e452677074d4c3bd
observed · 2026-10-16 10:23:03 UTC
The sentiment gap between public and private markets could not be wider right now. Wall Street investors have been increasingly worried about overborrowing by AI-related companies, as evidenced by skyrocketing yields on CoreWeave bonds, a selloff in semiconductor stocks and the yanking of the IPO of Firmus, the Australian data center operator.Investors in private tech startups are still ebullient, blown away by how fast startups like Fireworks AI have grown. This bifurcation was evident to me this week at Morgan Stanley’s annual private tech companies conference. The mutual fund and other investors fanning out across a lush seaside resort in Dana Point, Calif., were aware of the red washing over trading screens. But that didn’t prevent them from rushing to meet the dozens of startup founders there, particularly if they were in the hot defense or inference sectors. “You can see there's a stark disconnect between the public markets and the private markets,” said Diana Doyle, Morgan Stanley’s head of technology equity and equity-linked capital markets on the sidelines of the conference.
Fingerprint: c37e4743ca8de9849ade5146cfae0a1da2e21da9d6e9e9a5afa2d0e05e33227f
intelligence_src_33e452677074d4c3bd
observed · 2026-10-12 08:32:02 UTC
available
Fingerprint: 817c8bd41a2e577bace765ae2ce7ccaa3c9c8d6deba0a641a29d3725510ac5c5