BN Brookfield Corporation

A retirement specialist taken over this year by Brookfield Corporation, the Canadian investment giant, is axing a quarter of its workforce less than six months after the completion of the £2.4bn deal. Sky News has learnt that Just Group has initiated a consultation with about 500 employees about a redundancy programme which is expected to result in the loss of more than 300 jobs. It is the second wave of job losses since Brookfield took Just Group private, with about 150 roles being cut in May.

Lorne Steinberg Wealth Management, an independent, boutique investment management firm, released its Q2 2026 investor letter. The letter can be downloaded here. The letter highlighted its continued focus on owning high-quality businesses purchased at attractive valuations and held through periods of market volatility, emphasizing the role of patience and long-term compounding in wealth creation. The […]

Financial stocks declined in late Wednesday afternoon trading, with the NYSE Financial Index sheddin

Financial stocks declined in Wednesday afternoon trading, with the NYSE Financial Index dropping 0.6

All three major US stock indexes were down in late-morning trading Wednesday, as Treasury yields ros

Bloom Energy chases AI-driven growth with mounting losses and debt, while NextEra Energy delivers stable profits backed by 6 million utility customers.

Blackstone (BX) is back in focus after reports that Brookfield Corporation is in advanced talks to buy PGP Glass for about $1.3b to $1.5b, a deal that could potentially give Blackstone a full exit from the investment. Recent price action shows that momentum around Blackstone has cooled. The stock is down 13.87% based on the 30-day share price return, and year to date the share price return has declined 21.31%. The 1-year total shareholder return is down 30.70%, compared with a 23.64% total...

Brookfield (BN) shares are trading at a 40% discount to management's estimate of current plan value

Financial stocks were lower in Tuesday afternoon trading, with the NYSE Financial Index decreasing 0

One company is already powering AI data centers at scale with record revenue and expanding profits. The other is developing portable nuclear reactors that could one day do the same, but is still waiting on regulatory approval to begin construction.

One company is already supplying power to the AI infrastructure build-out with rapidly growing revenue and improving profits. The other is building toward a nuclear future that has not arrived yet.

Torm (NASDAQ:TRMD) shares fell 6. 3% in premarket trading on Tuesday after OCM Njord Holdings S.

Insurers are multitrillion-dollar pools of capital, and the sharp-pencil set wants in. Some will thrive, while others fail.

Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The fund’s Master Account returned 0.6% net in the quarter compared to 15.2% for the S&P500. As of June 30, 2026, the top ten positions comprised approximately 72% of the portfolio, and the portfolio held approximately […]

Brookfield stock has delivered a strong 82.6% gain over the past three years, yet the broader valuation checks currently lean toward the shares looking expensive rather than like a clear bargain. The 82.6% return over three years highlights how much value the market has already priced into Brookfield. Expectations for Brookfield to keep converting its assets and fee streams into stable cash flows can support the current share price. Any pressure on funding costs or balance sheet flexibility,...

Why Brookfield’s Preferred Share Redemption Matters Now Brookfield (TSX:BN) has put a firm end date on two of its preferred share series. The company plans to redeem all Series 51 and Series 52 Cumulative Redeemable Class A Preference Shares for cash on November 1, 2026. Series 51 holders are set to receive CA$22.44 per share plus any accrued and unpaid dividends up to, but not including, the redemption date. Series 52 holders are scheduled to receive CA$22.00 per share, alongside a final...

Nvidia CEO Jensen Huang says AI infrastructure spending remains in the early stages as demand from hyperscalers, enterprises and governments continues to expand.

Bloom Energy is already profitable at scale with $2 billion in revenue, while NuScale has yet to deliver a single power module.

Bill Ackman’s Pershing Square built a $1.1 billion new stake in the fintech heavyweight.

On August 13, Brookfield (NYSE:BN) held its second-quarter earnings call, and the story management told was less about property spreadsheets and more about power lines and reactors. Distributable earnings before realizations climbed 15% year over year to $1.4 billion for the quarter, and executives spent much of the call explaining how a $100 billion Kentucky […]

CEO Flatt discusses $210B deployable capital and AI infrastructure expansion.

Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital structure dedicated to such assets, including Howard Hughes Holdings. This capital […]

Energy led the S&P 500 Index (^SPX) sectors last week. But financials also rose 0.9%, extending their 11-week winning streak. We turned constructive on the group in April, observes Ed Yardeni, editor of Yardeni QuickTakes.

Brookfield Corp (BN) reports strong Q2 2026 results with record $77 billion fundraising, 19% fee-bearing capital growth, and strategic acquisitions positioning the company for continued momentum.

A savings account may feel like the safest place to park cash, but BlackRock CEO Larry Fink says playing it safe can come with a hidden cost that compounds over time. "Having your money in a bank account is one...

Michael Burry calls Nvidia's AI financing a "Wall Street stunt," so how will investors respond?

Brookfield Corporation (TSX:BN) expands its global insurance footprint through recently completed acquisitions that add scale to its life and annuity operations. The company announces a major partnership with NVIDIA and other financial institutions to finance large AI infrastructure projects worldwide. Both moves mark a significant broadening of Brookfield's operating scope across insurance and digital infrastructure financing. For readers interested in more ways to get exposure to hard...

Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies benefit from AI's debt-fueled buildout and which carry the hidden risk.