Creative Capital

In Case You Missed It: The UAE Commits To $1.4 TRILLION Investment Framework In the U.S. After Meeting With President Trump 🤯🇦🇪🇺🇸 The United Arab Emirates has pledged a $1.4 trillion investment over 10 years following a meeting between U.S. President Donald Trump and the UAE’s national security adviser Sheikh Tahnoon Bin Zayed Al Nahyan. This eye-watering sum will "substantially increase the UAE’s existing investments in the U.S. economy in AI infrastructure, semiconductors, energy, and American manufacturing,” according to the White House. Staggering. https://lnkd.in/dYemuuRX

BREAKING: The Bank of England Leaves UK Interest Rates Unchanged At 4.5% As Expected 🚨 The Monetary Policy Committee voted 8-1 (with Swati Dhingra dissenting) to maintain the Bank Rate at 4.5%. The Bank of England stated that a “gradual and careful” approach to easing is appropriate, though interest rates remain on a “gradually declining path.” Why hold rates despite weak growth? The BoE forecasts inflation will reach 3.75% later this year, nearly double its target. This decision follows the Federal Reserve’s move to hold rates at 4.25%–4.5% last night. Both the U.S. and UK remain in wait-and-see mode. Hold. https://lnkd.in/dYemuuRX

In Case You Missed It: NVIDIA & xAI Join Microsoft, BlackRock, MGX & Global Infrastructure Partners (GIP)'s $30 Billion AI Infrastructure Fund 🏆 NVIDIA and Elon Musk’s xAI have officially joined the AI Infrastructure Partnership (AIP), which was established by Microsoft, BlackRock, MGX, and GIP in September last year. The multi-billion dollar partnership aims to invest in developing new data centres and expanding energy infrastructure, mainly in the U.S. Initially, AIP seeks to unlock $30 billion in capital from investors, asset owners, and corporations. With debt financing, the total investment potential could reach an eye-watering $100 billion. Jensen Huang, founder and CEO of NVIDIA, said: “The global buildout of AI infrastructure will benefit every company and country that wants to achieve economic growth and unlock solutions to the world’s greatest challenges." Big players, big moves, big buildout. AI. https://lnkd.in/dYemuuRX

In Case You Missed It: Chinese EV Giant BYD Unveils Ultra-Fast Charging Tech — 400KM From 5-Minute Charge 🤯 Chinese automaker BYD (Build Your Dreams) has announced a significant breakthrough in EV charging, their new “super e-platform” could make recharging as fast as refuelling with petrol. The new technology delivers peak charging speeds of 1,000 kilowatts (kW), adding 400km (249 miles) in just five minutes. In the latest blow to Elon Musk, that’s twice as fast as Tesla’s 500kW Superchargers... In the medium term, this has the potential to be a game-changer for global EV adoption (when rolled out) with charging/range anxiety a persistent concern. Zooming out: Over the last few years BYD has been eating Tesla’s lunch. In 2024, BYD overtook Tesla as the world’s largest EV producer, producing 1.778m units vs Tesla's 1.774m units. And now they have better charging tech... They’ve also announced their Zhengzhou super-factory, which is set to be 10x bigger than Tesla’s Gigafactory in Texas. And that's being reflected in the stock market, with BYD shares +42% year-to-date ($159B market cap), while Tesla has dropped -39% ($700B market cap). BYD. https://lnkd.in/dYemuuRX

Legendary Investor Warren Buffett Is Currently Parked In $334 Billion Of Cash 💸 The Oracle.

In Case You Missed It: Citadel Securities Posts Record $9.7 Billion In Trading Revenue 🤯 Leading U.S. market maker, Citadel Securities generated $9.7 billion in net trading revenues (+55% YoY) and $5.2 billion in EBITDA (+87% YoY) in FY2024 according to Bloomberg. Not to be confused with the hedge fund (Citadel), Citadel Securities is a market maker in equities, options, corporate bonds, ETFs and treasuries - executing a remarkable $500+ billion in trades per day! Money machine.

BREAKING: The World's Largest Asset Manager BlackRock To Acquire Two Major Panama Canal Ports For $22.8 Billion — Largest Infrastructure Deal In Its History 🤯 A consortium of investors led by BlackRock has agreed a deal in principle to buy a 90% stake in ports on both sides of the Panama Canal (Balboa & Cristobal) from HK based conglomerate CK Hutchison Holdings Ltd for $22.8 Billion. The deal also includes an 80% stake in CK Hutchison’s broader port operations, which span 43 ports across 23 countries, according to a joint announcement from the companies. This marks the largest infrastructure deal in BlackRock’s history, and comes shortly after its acquisition of leading alternative investment manager, Global Infrastructure Partners (GIP) which also participated in the transaction. Infrastructure.

In Case You Missed It: The World’s First Private Credit ETF, Backed by State Street & Apollo Global Management, Inc. Officially Begins Trading 🤯 $4.1 trillion asset manager State Street and alternative investment giant Apollo ($616 billion AUM) have officially launched their highly anticipated private credit ETF. 'SPDR SSGA Apollo IG Public & Private Credit ETF (PRIV)' began trading yesterday on the NYSE with an expense ratio of 0.7% and $50m AUM. This groundbreaking ETF is the first of its kind, providing retail investors with direct and transparent access to a diversified portfolio of private credit assets. Private Credit is one of the fastest-growing asset classes on Wall Street. PRIV is an actively managed fund primarily allocating to investment-grade debt securities, including both public and private credit instruments. According to the filing, the ETF may invest in private credit instruments sourced by Apollo. Typically, the SEC limits ETFs to holding 15% of their assets in illiquid securities. However, PRIV may allocate up to 35%. The indexation of private markets has begun but liquidity remains the biggest question. Historic.

In Case You Missed It: Brookfield Targets $7 Billion For New Infrastructure Debt Fund — Further Expanding The Largest Strategy Of Its Kind 🤯 The Canadian alternative investing giant with $202B AUM is aiming to raise at least $7B for its fourth infrastructure debt fund according to Bloomberg. It’s predecessor fund closed in November 2023 after receiving $6B in investor commitments. The fund is already substantially deployed with data centres and renewables making up a large proportion of its investments. If you’ve ever wondered who is actually building and developing all of the AI data centers that you keep reading about, it’s firms like Brookfield. Infra.

BREAKING: U.S. President Donald Trump Says He Will Impose 25% Tariffs On Imports From The European Union 🤯🇪🇺 The U.S. President confirms it will be on “cars and other things” and will be announced very soon. Trump said: “The European Union was formed in order to screw the United States, but now I’m President”. Yep, he really said that… A significant escalation in trade tensions. Ouch.