Newswire: Feb 6, 2026 1:54 PM EST

Highlights:

• Chicago Transit Deal Attracts Investor Cash Flooding Muni Market - The second-largest US transit system benefits from municipal bond investors seeking to deploy billions of dollars. Source

• Bessent Rebuts Split Between His and Trump's Dollar Comments - Treasury Secretary Scott Bessent denied differences with Trump on dollar policy after the president embraced the currency's recent drop while Bessent promoted a "strong dollar policy." Source

• Nvidia CEO Says AI Capital Spending Is Appropriate, Sustainable - CEO Jensen Huang addressed concerns about customer overspending on data centers, stating current expenditure levels are appropriate and sustainable. Source

• Nvidia Shares Surge on Big Tech's $650 Billion AI-Spending Plan - Nvidia shares soared as investors bought companies positioned to benefit from the massive AI infrastructure spending planned by major tech firms this year. Source

• H&F Said In Talks for Buyout of Payments Firm Bill Holdings - Hellman & Friedman is reportedly in discussions to acquire business payments company Bill Holdings in what would be another major financial software buyout. Source

• BlackRock's Rieder Dumps US Credit in Favor of Emerging Markets - Rick Rieder is reducing US investment-grade and high-yield bond exposure while increasing emerging-market debt holdings, citing favorable valuations and a soft dollar. Source

• Dollar Set to Halt Three-Week Drop as Gold Rally Ends, Yen Falls - The dollar heads toward its first weekly gain since early January as market turmoil drove investors to havens and unwound bets against the currency. Source

• PJM Sees Major Power Shortfall Over Next Decade Amid Data Center Boom - The largest US grid operator warns of a potential 60 gigawatt power supply shortfall over the next decade as data centers accelerate demand growth. Source