Corgi Invest
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The New Breed of ETFs. Strategies Designed for Evolving Markets | Subsidiary of @UseCorgi | Disclosures:
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NEWS: Crusoe financing puts a $30.9B value on AI infrastructure
A $30.9B valuation. An expected $3.9B funding round. Crusoe announced the first close Sept. 17 to expand its AI infrastructure, including data centers and cloud services. The AI buildout is a capital-intensive race across power, computing and software.
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NEWS: Softcat agrees $1.05B acquisition of GDT
A $1.05B deal spanning AI infrastructure and cybersecurity. Softcat's Sept. 17 agreement to buy US IT provider GDT would expand its reach in data centers and networking. The price is enterprise value. Closing remains subject to approvals and other conditions.
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NEWS: Cybersecurity shares rallied through a week of AI safety warnings. Yahoo Finance's Sept. 18 recap reports CrowdStrike up about 15% for the week, alongside gains in SailPoint, Palo Alto Networks and Okta. Friday's pullback trimmed the rally.
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NEWS: A $34M bet on AI that keeps checking a company's security. Comp AI announced its Series A on Sept. 17 to expand from compliance automation into continuous cybersecurity. The pitch: security work that continues as systems change and new risks emerge.
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Introducing our new educational series:
What is an ETF?
The attack surface is expanding. $XA tracks the operators of digital trust — threat detection, identity management, and cloud security. Learn more:
Medicine designed at the molecular level. $GNMX tracks the companies decoding and treating disease at the genomic layer. Learn more:
$CBOT is the Corgi Robots & Humanoids ETF. It's an actively managed fund holding companies across robotics and automation, from industrial robot makers to humanoid developers and the AI software stacks that power them. Learn more at
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Looking for a cybersecurity ETF? $XA, the Corgi AI Cybersecurity ETF, holds companies across threat detection, identity and access, endpoint protection, cloud security, and security automation in a single ticker. Learn more at
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NEW: Lisata Therapeutics $LSTA acquires Marea Therapeutics and lines up a $225 million private placement expected to fund the combined biotech into 2028
NEW: Generac $GNRC surged 33.7% premarket after signing a long-term Amazon data-center generator deal covering $2.4 billion in expected 2027–2028 deliveries
NEW: The Federal Reserve raised its benchmark rate by a quarter point to a 3.75%–4% range, its first increase since 2023, citing elevated inflation
UPDATE: The U.S. House passed legislation requiring state utility regulators to consider making data centers cover the full incremental cost of power and grid upgrades
UPDATE: The House passed sweeping Russia sanctions legislation 262-159, sending President Trump a bill authorizing tariffs of up to 100% on major buyers of Russian energy
NEW: The U.S. House is scheduled to consider a bipartisan bill requiring state utility regulators to weigh making data centers cover incremental power and grid costs
UPDATE: Saudi Aramco is offering additional crude for ship-to-ship loading in the Gulf of Oman, Reuters and Bloomberg report, while its East-West pipeline remains offline
NEW: Infineon Technologies $IFNNY signs a definitive agreement to sell its NOR Flash and F-RAM business to Winbond Electronics for $1.12 billion in cash
NEW: May Mobility agrees to go public through a SPAC merger with ACP Holdings, valuing the autonomous-driving company at about $1.4 billion
UPDATE: J.B. Hunt $JBHT shares tumble more than 13% after its CFO warned third-quarter profit could fall 5%–10% sequentially as diesel and labor costs rise
NEW: Cohere and Aleph Alpha sign a definitive merger agreement to combine under the Cohere name, with headquarters in Toronto and Berlin, subject to regulatory approval
