AI in Private Equity - Daily Digest
September 25, 2026 | Generated 12:08 UTC | 27 stories
A daily digest of news at the intersection of artificial intelligence and private equity: AI-driven fundraising, deals and exits, turnarounds, and how AI is reshaping sponsor strategy across independent sponsors and traditional firms.
How Twilio Makeover Turned Messaging Base Into AI Growth Engine
https://www.investors.com/research/the-new-america/twilio-stock-turnaround-messaging-base-ai-growth-strategy/
Twilio stock has nearly doubled in 2026 as higher-margin products and AI products strengthen the company's turnaround.
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2026-09-25
Deals & Exits
Taiwan Semiconductor Leads This Group On 17 Onto Best Stock Screens
Investor's Business Daily · Sep 24, 2026 (Yesterday)
Here are today's top growth stocks that have just been added to the IBD stock lists, including the IBD 50, IPO Leaders and the IBD Big Cap 20.
73 Strings Acquires Callisto To Expand Agentic AI Capabilities For Private Markets - Pulse 2.0
Pulse 2.0 · Sep 24, 2026 (Yesterday)
73 Strings Acquires Callisto To Expand Agentic AI Capabilities For Private Markets
Palo Alto Networks, IBD Stock Of The Day, Is In Buy Area. Acquisitions Fuel AI Growth Path.
Investor's Business Daily · Sep 24, 2026 (Yesterday)
Palo Alto stock has soared as acquisitions accelerates growth, expands the company's cybersecurity platform and positions it for AI.
ElevenLabs’ CEO on margins, IPO timing, and telling customers they’re talking to a bot
TechCrunch AI · Sep 24, 2026 (Yesterday)
ElevenLabs powers the AI voice on the other end of a lot of customer service calls, and its CEO told me this week that businesses should probably tell you that — at least until getting a machine is what everyone expects anyway.
Navatar Turns Claude and Salesforce Into a Live AI Deal Engine for Private Equity and M&A - GlobeNewswire
GlobeNewswire · Sep 24, 2026 (Yesterday)
Navatar Turns Claude and Salesforce Into a Live AI Deal Engine for Private Equity and M&A
How Meta's Muse, Vanguard AI Threat Triggered Schwab Sell Signal
Investor's Business Daily · Sep 22, 2026 (3 days ago)
One of Schwab's biggest threats just got acquired by Vanguard.
Turnarounds & Distressed
Apollo Global Management Sees AI, Private Credit and Retirement Driving Growth - TradingView
TradingView · Sep 24, 2026 (Yesterday)
Apollo Global Management Sees AI, Private Credit and Retirement Driving Growth
How SoFi Is Turning Its Consumer App Into A Stablecoin Proving Ground
Investor's Business Daily · Sep 22, 2026 (3 days ago)
SoFi Technologies and Mastercard on Tuesday said their stablecoin partnership is fully operational and handling real transactions. SoFi stock climbed on the news. Under the partnership, SoFi's debit and credit... Read More
AI Strategy & Adoption
Lightspeed halves India fund size to $250m as it sharpens strategy around AI - AltAssets Private Equity News
AltAssets Private Equity News · Sep 25, 2026 (Today)
Lightspeed halves India fund size to $250m as it sharpens strategy around AI
More AI x PE
Europe can’t replicate the full AI stack, say investors and founders - PitchBook
PitchBook · Sep 25, 2026 (Today)
Europe can’t replicate the full AI stack, say investors and founders
The AI opportunity for private equity in enterprise it services - Capital-Riesgo.es
Capital-Riesgo.es · Sep 25, 2026 (Today)
The AI opportunity for private equity in enterprise it services
PE Funds Use AI To Tailor Strategies Amid Heavy Competition - Law360
Law360 · Sep 25, 2026 (Today)
PE Funds Use AI To Tailor Strategies Amid Heavy Competition
Musk Praises Xi, Chinese AI Models Ahead Of U.S. State Visit: 'A Great Leader'
Investor's Business Daily · Sep 23, 2026 (2 days ago)
Elon Musk said President Xi Jinping "seems like a great leader" and that Chinese AI models are "generally outstanding."
Rocket Lab Readies For Mission, Cathie Wood Buys $25 Million In Shares
Investor's Business Daily · Sep 23, 2026 (2 days ago)
Cathie Wood's ARK Invest firm on Tuesday bought $25 million shares of Rocket Lab stock. Analyst praises revenue opportunities.
OPINION | AI is upending the private equity profession, just not in the way we think - Moneycontrol.com
Moneycontrol.com · Sep 23, 2026 (2 days ago)
OPINION | AI is upending the private equity profession, just not in the way we think
Europe Tech Fund Said In Talks to Back AI Startup ElevenLabs
Bloomberg · Sep 17, 2026 (8 days ago)
Europe Tech Fund Said In Talks to Back AI Startup ElevenLabs
Getting Past the AI Value Paradox in Private Equity - Bain
Bain · Sep 16, 2026 (9 days ago)
Getting Past the AI Value Paradox in Private Equity
BofA and PNC respond to rising AI fears; Sen. Warren probes private equity's bet on life insurers—and more in Bankers' Hours - LinkedIn
LinkedIn · Sep 15, 2026 (10 days ago)
BofA and PNC respond to rising AI fears; Sen. Warren probes private equity's bet on life insurers—and more in Bankers' Hours
Private Equity Daily: FirstMark and Chemistry Ventures Back Exchange for AI Computing - wsj.com
wsj.com · Sep 15, 2026 (10 days ago)
Private Equity Daily: FirstMark and Chemistry Ventures Back Exchange for AI Computing
Private equity’s new AI overlords?
Financial Times · Sep 14, 2026 (11 days ago)
Private equity’s new AI overlords?
Canadian private equity veterans look beyond the AI doomsday debate with $525m fund - Private Equity News
Private Equity News · Sep 14, 2026 (11 days ago)
Canadian private equity veterans look beyond the AI doomsday debate with $525m fund
AI, and the importance of proprietary data - Private Equity Wire
Private Equity Wire · Sep 12, 2026 (13 days ago)
AI, and the importance of proprietary data
Fundraising & Capital
Lightspeed targets $250M for new India fund, focusing on early-stage AI
TechCrunch AI · Sep 25, 2026 (Today)
The venture firm is aligning its India fundraising cycle with its global funds for the first time, as it shifts to a shorter investment period.
Four AI Stars Rev Up As Analysts Raise Profit Targets; Micron Clears Early Buy Point
Investor's Business Daily · Sep 23, 2026 (2 days ago)
Analysts are raising profit estimates for four leaders of the artificial intelligence trade: AI stock Micron is above a trendline entry.
Berkshire Hathaway Raises Stake In This Ramshackle Homebuilder
Investor's Business Daily · Sep 22, 2026 (3 days ago)
Berkshire Hathaway raised its stake in Lennar and now owns 10% of the homebuilder.
Fierce Healthcare Fundraising Tracker '26: Blair Health lands CAD $4.24M; Epsilon Health nabs $27.6M - Fierce Healthcare
Fierce Healthcare · Sep 22, 2026 (3 days ago)
Fierce Healthcare Fundraising Tracker '26: Blair Health lands CAD $4.24M; Epsilon Health nabs $27.6M
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