Stack Capital (TSX:STCK)

Shield AI to acquire Aechelon and raise $2B at $12.7B valuation. We’re accelerating the shift in how defense systems get built: increasingly shaped in software, trained in simulation, and improved through use. Aechelon, a Sagewind portfolio company, is one of the most trusted simulation companies in defense. Their technology is used to model real-world environments and test systems before they fly. Bringing that capability together alongside Hivemind connects how autonomy is trained with how it performs in the field, helping customers move faster and field capability with greater confidence.Shield AI to acquire Aechelon Technology Inc. and raise $2B at $12.7B valuation. We’re accelerating the shift in how defense systems get built: increasingly shaped in software, trained in simulation, and improved through use. Aechelon, a Sagewind Capital portfolio company, is one of the most trusted simulation companies in defense. Their technology is used to model real-world environments and test systems before they fly. Bringing that capability together alongside Hivemind connects how autonomy is trained with how it performs in the field, helping customers move faster and field capability with greater confidence. Read more:  shield.ai/shield-ai-to-a… Led by @adventintl and co-led by JPMorganChase’s Strategic Investment Group, with participation from @blackstone, @SnowpointVC, Innovation X Advisors, Riot Ventures, @disruptivetech, Apandion, and others.

$VCX which has a stake in @OpenAI and @AnthropicAI trades at 25x mnav $ORBS nav is 30% @OpenAI and trades at 1X mnav

Microsoft has agreed to rent a data center project in Texas that was originally being developed for Oracle and OpenAI, sources say bloomberg.com/news/articles/…

Two ways to own AI LLM @OpenAI in public equities: $VCX 20% anthropic (% NAV) 10% OpenAI P/NAV ➡️25X $ORBS 30% OpenAI 10% MrBeast plus $ETH and $WLD P/NAV ➡️1X What would you rather own? P/NAV 25X or P/NAV 1X The ticker is $ORBS

Today at #CERAWeek, Form Energy and @CrusoeAI announced a strategic supply agreement to deliver 12 gigawatt-hours of multi-day energy storage systems to support the rapidly growing power needs of AI data centers starting in 2027. The agreement ensures access to Form Energy’s 100-hour iron-air battery technology as Crusoe scales its AI infrastructure, supporting utility growth, insulating ratepayers from cost increases, and strengthening grid reliability. All battery systems will be manufactured at Form Factory 1 in Weirton, WV, supporting American jobs and reinforcing U.S. leadership in advanced energy manufacturing. This builds on Form Energy’s recent announcement with @xcelenergy and @Google to deploy a 30 GWh iron-air battery system supporting a new data center in Minnesota — together highlighting the growing role of multi-day energy storage in unlocking new grid capacity and enabling faster speed-to-power for AI infrastructure. As AI demand continues to grow, partnerships like these will be critical to ensuring the U.S. can lead in the AI–energy nexus. 🔗 Read the full announcement: formenergy.com/form-energy-cr…

Databricks enters cybersecurity market with Lakewatch launch, bulking up ahead of IPO cnbc.com/2026/03/24/dat…