Why Is Circle Internet Group, Inc. (CRCL) Up 63.1% Since Last Earnings Report?
Circle Internet Group, Inc. (CRCL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Yahoo8 saat önceBX
I Would Not Dare Buy These Popular REITs Right Now
Welltower and Iron Mountain are popular REITs, but with undervalued alternatives offering more upside, WELL and IRM appear expensive. Click for this analysis.
SeekingAlpha16 saat önceBX

Private Equity Wants Your Broken Garage Door. Why KKR Thinks They Are Worth $2 Billion
KKR manages nearly $800 billion in assets, yet its next big bet is a Phoenix company that fixes broken garage doors. The logic behind a $2 billion valuation reveals something unsettling about where private equity is hunting for returns.
YahoodünBX
Investors Still Want Out of Private Credit Funds Like Blackstone’s and Cliffwater’s
Blackstone and Cliffwater have seen redemption requests of about 10% and 16%, respectively, at their private credit funds.
YahoodünBX

Blackstone Holds Withdrawal Cap At 5% As Exit Requests For Its Private Credit Fund Hit $4.3 Billion
Blackstone kept its flagship private credit vehicle’s quarterly withdrawal limit unchanged at 5% after investors asked to redeem more.
BenzingadünBX

Waymo raises $3 billion in first-ever debt deal with Pimco, Blackstone
The Alphabet unit is working with Goldman Sachs to finalize the loan, which could price at more than 500 basis points over the benchmark
YahoodünBX

Michael Burry Warns of a Private Credit 'Shell Game' That Could Leave Taxpayers on the Hook: APO, KKR, OWL In Focus
Michael Burry warns of a private equity 'shell game' where giants like Apollo, KKR, and Blue Owl use life insurers to socialize credit risk.
BenzingadünBX

How NVIDIA’s AI Compute Financing Push and Blupine Deal Interest Could Impact Blackstone (BX) Investors
In August 2026, NVIDIA announced it had entered into partnerships with Blackstone, Apollo, BlackRock, Brookfield, Goldman Sachs and KKR to create new compute financing platforms that could mobilize over US$500 billion of third-party capital for AI infrastructure across its ecosystem, with final agreements still to be executed. A separate report that month indicated Blackstone was among several global investors evaluating a potential US$1.50 billion to US$2.00 billion acquisition of Indian...
Yahoo13 gün önceBX

Blackstone (BX) Targets Large Scale AI Infrastructure Financing Platforms
Blackstone (NYSE:BX) has entered into a new partnership with NVIDIA and several global financial institutions to develop large scale AI infrastructure financing platforms. The parties have signed memorandums of understanding that outline cooperation on funding and structuring capital for data centers and related AI infrastructure. The collaboration is intended to connect NVIDIA's AI technology capabilities with capital from Blackstone and other financial groups for long term infrastructure...
Yahoo14 gün önceBX

Broadcom Seeks More Than $60 Billion in Latest AI Debt Deal
Broadcom Inc. is in talks with a group of lenders to raise more than $60 billion in debt for an AI chip financing deal that will benefit Anthropic PBC and other companies, according to people with knowledge of the matter.
Yahoo15 gün önceBX
Does KKR's $796B AUM Set the Stage for $1T Growth by 2030?
KKR's $796B AUM underscores a diversified growth strategy, with acquisitions and recurring fees supporting its path toward $1T by 2030.
Yahoo15 gün önceBX
Why Most Of My Net Worth Is In Real Assets Today
Most investors invest the majority of their portfolio in stocks and bonds and then use real assets to diversify. Read about a different approach.
SeekingAlpha16 gün önceBX

Blackstone: Buy The Business, Get The AI Upside
SeekingAlpha16 gün önceBX

Here’s How Much You Would Have Made Owning Blackstone Stock In The Last 15 Years
Blackstone (NYSE:BX) has outperformed the market over the past 15 years by 4.38% on an annualized basis producing an average annual return of 17.67%. Currently, Blackstone has a market capitalization of $104.36 billion.
Benzinga17 gün önceBX

Blackstone (NYSE:BX) Quality Investment Profile: Strong Growth, High ROIC, and Solid Cash Conversion
Blackstone (BX) passes quality screen with strong revenue/EBIT growth, 20.48% ROIC, and high cash conversion, but valuation and payout risks remain.
ChartMill17 gün önceBX

Databricks Raises $5 Billion at a $190 Billion Valuation
Databricks Inc. has secured $5 billion in funding at a valuation of $190 billion, the second round of financing this year for a fast-growing software firm that competes with Snowflake Inc. and Alphabet Inc.
Yahoo22 gün önceBX
Blackstone (BX) Joins Global AI Infrastructure Funding Alliance With Major Financial Firms
Blackstone (NYSE:BX) has entered a new partnership with NVIDIA and major financial institutions to fund global AI infrastructure platforms. The alliance is focused on creating large scale compute financing platforms to support growing demand for AI focused data centers and related infrastructure. The collaboration is intended to mobilize substantial capital and could open new long term revenue sources linked to AI infrastructure financing. For readers looking beyond Blackstone to other...
Yahoo22 gün önceBX

Blackstone (BX) Stock Could Be 26% Above Fair Value As AI Data Center Bets Grow
Blackstone stock has delivered a strong 66.2% return over the past three years, yet current checks suggest the shares are trading at a premium to what the intrinsic value estimate and earnings multiples indicate. Over the last three years, Blackstone has returned 66.2%, which keeps longer term holders in profit even though more recent returns have been weaker. Fresh commitments to areas like AI focused data centers and energy transition assets can support long term cash flow expectations,...
Yahoo22 gün önceBX

Michael Burry Drops Stark Take on Nvidia Stock
A massive financing machine is drawing uncomfortable comparisons
Yahoo23 gün önceBX