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Sixty-Four Percent of Energy Boards Declared AI Oversight. Seventeen Percent Could Prove It.

Sixty-Four Percent of Energy Boards Declared AI Oversight. Seventeen Percent Could Prove It.

by Touch Stone Publishers | Aug 24, 2026

Energy boards have gotten ahead of their peers on AI oversight, and behind them on being able to prove it. Grant Thornton’s 2026 AI Impact Survey, published June 22, 2026, found that 64 percent of energy boards have integrated AI risk into ongoing oversight,...
Maximum Fair Price Regulation Cut 125 Basis Points From Walmart’s U.S. Comp

Maximum Fair Price Regulation Cut 125 Basis Points From Walmart’s U.S. Comp

by Touch Stone Publishers | Aug 21, 2026

The Signal Maximum fair price regulation removed roughly 125 basis points from Walmart U.S. comparable sales in the quarter ended July 31, 2026, and Walmart has started reporting a comp line that excludes it. The financial presentation furnished as Exhibit 99.2 to the...
Pennsylvania Conditions Data Center Permits on Local Approval and Cost Recovery

Pennsylvania Conditions Data Center Permits on Local Approval and Cost Recovery

by Touch Stone Publishers | Aug 20, 2026

The Signal Pennsylvania has moved the binding constraint on data center power from the interconnection queue to the municipal building. Executive Order 2026-05, signed August 18 and effective immediately, directs the Department of Environmental Protection to withhold...
BioMarin’s $490M Alesta Buyout Puts Strensiq in Oral Substitution Risk

BioMarin’s $490M Alesta Buyout Puts Strensiq in Oral Substitution Risk

by Touch Stone Publishers | Aug 19, 2026

The Signal BioMarin has agreed to pay $275 million upfront and up to $215 million in development and regulatory milestones for Alesta Therapeutics, acquiring ALE1, an orally active small molecule in Phase 1/2a for hypophosphatasia. The 8-K filed August 18 states the...
NVIDIA’s $105B Residual Value Guarantee Moves AI Demand Risk From Tenant to Supplier

NVIDIA’s $105B Residual Value Guarantee Moves AI Demand Risk From Tenant to Supplier

by Touch Stone Publishers | Aug 18, 2026

The Signal NVIDIA has written a residual value guarantee on a lease it will not occupy, and the tenant it stands behind is its own largest customer. An 8-K filed August 17 discloses multiple residual value guaranties with SB Energy covering approximately 4.25...
BCRED’s August Tender Opens With Non-Traded BDC Flows Already Net Negative

BCRED’s August Tender Opens With Non-Traded BDC Flows Already Net Negative

by Touch Stone Publishers | Aug 17, 2026

The Signal Blackstone Private Credit Fund opened its third quarter repurchase offer on August 4 under the standard 5 percent quarterly cap, the second consecutive quarter in which the cap has bound rather than flexed. The Schedule TO-I sets the tender window from...
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