Robert Young
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Endava Probe Puts Contract Controls Upstream of the Ledger
Endava’s accounting investigation illustrates why nonstandard customer and supplier agreements need finance review before signature, not…
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Treasury Obligated $289 Million. CDFIs Still Need a Cash Plan
A federal grant can be announced, expected and even awarded without becoming usable liquidity. The CDFI…
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UBS’s $20 Billion Capital Fight Is Really About the Price of Resilience
Switzerland’s fight over roughly $20 billion of additional UBS capital is a broader capital-allocation problem: how…
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China’s Humanoid-Robot IPO Clampdown Is Really a Revenue-Quality Test
China’s scrutiny of humanoid-robot IPOs exposes a finance question that matters far beyond robotics: reported revenue…
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A $15 Billion Trading Loss Shows Why Risk Controls Must Measure Speed, Not Just Size
After a $15 billion Jane Street loss, regulators are asking how bank exposures to trading firms…
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SoftBank’s $11 Billion Bond Sale Makes OpenAI Valuation a Balance-Sheet Question
SoftBank is replacing bridge financing with more than $11 billion of bonds to fund its next…
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AI’s Financing Boom Is Turning Life Insurers Into Data-Center Lenders
Nippon Life’s reported expansion into U.S. data-center project finance shows how AI infrastructure risk is moving…
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America’s $1 Trillion Short-Term Borrowing Shift Is a Refinancing Bet, Not Just a Funding Choice
Wall Street expects roughly $1 trillion of additional Treasury-bill financing. The key finance question is how…
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Project Jupiter Turns Power Delay Into Financing Risk
Project Jupiter’s $18 billion loan problem shows why contracted AI demand is only one part of…
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Nscale’s $103 Billion Contract Book Shows Why AI Backlog Is Not the Same as Revenue
Microsoft’s reported exit from Nscale’s Loughton data-center agreement makes the contract-to-powered-capacity conversion risk concrete. The original…
