A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyYou’re reading this editionETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
ETF Daily
The Definitive Daily Read on Exchange-Traded Funds
Saturday, October 3, 2026The Morning Brief →Sign in
UJB75.08▼ 0.60%SETH30.22▲ 2.68%EFAS15.43▲ 1.71%TYLG32.50▲ 1.30%JDOC61.24▲ 0.50%EAOK27.87▼ 0.89%IDAT36.73▼ 0.52%ITDG31.47▲ 1.60%UGE18.12▼ 1.33%IVRS32.59▼ 0.32%SIMS42.29▼ 1.27%UCC41.52▼ 0.47%AGRH26.21▲ 0.02%ESMV30.89▼ 0.30%RYLG25.87▲ 2.16%BLKC30.91▲ 4.26%XPP19.41▼ 0.73%RAYS9.88▲ 3.46%EAOM28.67▲ 0.04%IBRN33.52▼ 1.71%IWTR34.11▲ 0.05%SIJ18.52▲ 1.43%SCC15.69▼ 0.10%LTL24.59▼ 1.98%SKYU54.17▼ 0.86%FXP20.96▼ 3.59%ITDI31.47ITDH31.47
other

SB Energy

In PWD coverage since August 19, 2026 · 10 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 22, 26Deal announcedNvidia · $3B — coverage
Aug 16, 26Deal talkNvidia — coverage
Aug 16, 26Deal talk · $3B — coverage
PWD coverage
digital

Onsemi's GaN window makes a power semiconductor the bottleneck behind the meter

The company expects mass production in 2026/27, which would let racks get denser while leaving the grid queue untouched.
energy · Sep 23Nvidia doubles SB Energy to $3bn with no stake disclosed
the_wrap · Sep 15The bond market's 72-basis-point data-center warning
the_wrap · Sep 14Data center IPOs are selling the construction curve
capital · Sep 13Data center IPOs hand construction risk back to public equity
capital · Sep 4Blue Owl's data center REIT is a known-book bet
digital · Aug 28Nvidia's revenue-sharing pause re-prices AI cloud risk
digital · Aug 24FlexSysAI launches software that makes data center load portable
digital · Aug 19Nvidia weighs $3B SB Energy investment behind OpenAI's Ohio campus
digital · Aug 19Nvidia guarantees first 4.25GW of OpenAI's Ohio data center
Every weekday · 6:30 a.m. ET

The Morning Brief

ETF launches, fund research, and market coverage in your inbox every weekday. Free.