Monday links: a deep appreciation

MarketsThe stock market has powered through the war due to AI and semiconductors. (giftarticle.ft.com)Crazy markets can always get crazier. (awealthofcommonsense.com)Private assetsKKR & Co. is injecting $300 million into a private credit fund it manages, FS KKR Capital Corp. ($FSK). (fa-mag.com)Why credit skill matter for private credit managers. (larryswedroe.substack.com)IPOsAI chipmaker Cerebras is coming public this week. (cnbc.com)PE-backed Inspire Brands, home of Dunkin' Donuts, is coming public. (sherwood.news)Scooter company Lime is planning to go public. (pitchbook.com)Barnes & Noble is also prepping an IPO. (wsj.com)Wise Group PLC ($WSE) is now (dual) listed on the Nasdaq. (bloomberg.com)What happens to Tesla ($TSLA) stock when SpaceX goes public? (sherwood.news)AIOpenAI employees got a chance to cash out some of their shares. (wsj.com)Don't confuse tasks with jobs. QR codes didn't kill the server. (sophiebakalar.substack.com)How to regulate AI before it is too late. (hyp