BXBlackstone Inc.
143.21USD-1.29%Mkt Cap: 173.43B $P/E: 32.46

Blackstone Inc. is an alternative asset management firm specializing in private equity, venture capital, real estate, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class s…

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Today
Broadcom seeks up to $80 billion in debt for AI chip deal

The chip designer is in talks with lenders on a deal that would benefit Anthropic and other AI companies, with a total potential raise of up to $100 billion

Quartz
MMT Newswires
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...

Simply Wall St.
Yesterday
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.

Bloomberg
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.

Zacks
KKR Data Center Chief Vaults to Prominence With Nvidia Pact

When some of Wall Street’s most prominent CEOs recently appeared on TV with Nvidia Corp.’s Jensen Huang, touting their $500 billion pact to finance AI chips, one participant stood out.

Bloomberg
This week
Sector Update: Financial Stocks Softer Wednesday Afternoon

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

MMT Newswires
XP or BX: Which Is the Better Value Stock Right Now?

XP vs. BX: Which Stock Is the Better Value Option?

Zacks
Sector Update: Financial Stocks Mixed Tuesday

Financial stocks were mixed Tuesday with the NYSE Financial Index little changed, erasing earlier ga

MMT Newswires
Sector Update: Financial Stocks Mixed Tuesday Afternoon

Financial stocks were mixed in Tuesday afternoon trading, with the NYSE Financial Index fractionally

MMT Newswires
Financials- On an 11-Week Win Streak, and Still Looking Solid

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.

MMoneyShow
Blackstone, Blue Owl Funds Upsize Bond Sales After Third-Quarter Lull in Private Credit Issuance

Blue Owl Technology Finance Corp. (NYSE:OTF) priced $400 million of bonds Monday, double the $200 million it initially sought, in a tap of the 6.500% notes due 2029 it first sold in June, according to a prospectus supplement filed Monday.Blackstone...

Benzinga Private Markets
Older
Bond Traders Are Agonizing Over $70 Billion of Shadow Credit Backstops For AI Companies

Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.

Bloomberg
NVIDIA Stock Holds Flat as $500 Billion AI Plan Takes Shape

Six major financial institutions intend to create dedicated capital pools that could help NVIDIA customers finance computing infrastructure.

GuruFocus.com
Broadcom Sinks 6% as BofA Flags $370B in AI Debt, AMD Climbs 4% on Baird’s $1,250 Call

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.

24/7 Wall St.
Nvidia Poised for Strong Quarterly Results, Outlook, UBS Says

Nvidia (NVDA) is likely to post strong fiscal second-quarter results and issue an upbeat sales outlo

MMT Newswires
Nvidia’s $500 Billion Plan Envelops Wall Street in Its AI Frenzy

Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp.

Bloomberg
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.

Bloomberg
Nvidia and Broadcom Deepen AI Financing Push — But Wolfe Sees Long-Term Risks

NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO), two of the world’s largest chipmakers, are tapping debt and private capital markets to fund the AI infrastructure boom. These massive financial commitments coming from some of the biggest names in the market signal exceptionally-strong AI compute demand. However, one Wall Street firm, Wolfe Research, believes the same […]

IInsider Monkey
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...

Simply Wall St.
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,...

Simply Wall St.
Michael Burry Drops Stark Take on Nvidia Stock

A massive financing machine is drawing uncomfortable comparisons

GuruFocus.com
Sector Update: Financial Stocks Rise Late Afternoon

Financial stocks were higher in late Wednesday afternoon trading, with the NYSE Financial Index up 0

MMT Newswires
Blackstone’s Link Logistics Leases More Warehouse Space to Data-Center Suppliers

The race to build artificial-intelligence infrastructure is fueling demand for new warehouses. Warehouse developer and operator Link Logistics said 15% of new leasing so far this year is tied to the data-center buildout, up sharply from a year earlier. Luke Petherbridge, chief executive of the Blackstone-owned company, said tenants include companies assembling and supplying components such as turbines, generators and switchgear.

The Wall Street Journal
Sector Update: Financial Stocks Mixed Wednesday Afternoon

Financial stocks were mixed in Wednesday afternoon trading, with the NYSE Financial Index up 0.3% an

MMT Newswires
NVIDIA Stock Jumps 2.5% Today as $500 Billion AI Funding Opens

Independent financing platforms could broaden access to NVIDIA systems without requiring the chipmaker to supply all the capital itself.

GuruFocus.com
Nvidia's $500 Billion AI Gamble Raises the Stakes for NVDA Stock

Nvidia Builds a $500 Billion AI War Chest With Goldman, BlackRock and Blackstone

GuruFocus.com
Market Chatter: Blackstone Weighs Dropping $3 Billion Debt Plan

Blackstone (BX) is considering abandoning plans to raise around $3 billion of debt to return some ca

MMT Newswires
Blackstone weighs scrapping $3bn ’Project Eclipse’ CFO, Bloomberg reports

The structured deal, code-named Project Eclipse, was designed to pool roughly 700 underlying investments from one of Blackstone’s older secondaries funds and issue rated debt tranches against them. Such instruments, known as CFOs, allow fixed-income investors including insurers to gain exposure to private capital funds through more familiar debt securities. Jefferies Financial Group has been advising Blackstone on the transaction, according to Bloomberg’s sources.

Investing.com
Top Midday Stories: Consumer Prices Rise 3.4% YoY in July; CoreWeave Q2 Loss Narrower Than Expectations

The S&P 500 Index and Nasdaq Composite were up slightly, while the Dow Jones Industrial Average was

MMT Newswires
Nvidia’s Show of Financial Force Soothes Jittery Credit Markets

(Bloomberg) -- Nvidia Corp.’s commitments to backstop the artificial intelligence boom seemed to be swelling by the day. There was the reported $250 billion to help kickstart a massive data center for OpenAI in Ohio, the latest in a string of big financings it was involved with. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentApple’s Glas

Bloomberg
Update: Equities Post Back-to-Back Declines Amid Hormuz Deal Doubts

(Updates with market moves at the end of the day, and other changes, if any.) US stocks fell for

MMT Newswires
US Equity Markets End Lower Amid Rising Crude Oil Prices, US-Iran Uncertainty

US equity indexes ended lower Tuesday amid rising crude oil prices, Iran's uncertainty on the Strait

MMT Newswires
Sector Update: Financial Stocks Edge Higher Late Afternoon

Financial stocks were edging up in late Tuesday afternoon trading, with the NYSE Financial Index add

MMT Newswires
Does NVIDIA's $500B AI Push Open a New Opportunity for Financial ETFs?

NVIDIA's $500B AI financing push could create new opportunities for financial ETFs as Wall Street takes a bigger role in funding AI infrastructure.

Zacks
Update: Equities Fall, Oil Advances as Hope Dims for Hormuz Reopening

(Updates with latest market prices and developments.) US benchmark equity indexes fell intraday a

MMT Newswires
Nvidia Credit Risk Eases After CEO Clarifies $500 Billion Plan

(Bloomberg) -- Bond traders dialed back measures of credit risk associated with Nvidia Corp. on Tuesday after the company said it would limit its exposure in a $500 billion plan to finance the type of artificial-intelligence investments that are driving demand for its computer chips. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump M

Bloomberg
NVIDIA Stock Rises as $500 Billion AI Financing Machine Takes Shape

Six financial giants could expand customer access to NVIDIA infrastructure without requiring the chipmaker to fund every project directly.

GuruFocus.com
Nvidia Wants to Make Its Chips Wall Street's Newest Asset Class

Critics warn the deal revives circular-financing concerns

GuruFocus.com
Nvidia and Wall Street’s Biggest Titans Just Struck a $500 Billion Deal. Here’s What’s In It For Both Sides

Jensen Huang just recruited six of the most powerful names in finance to solve the one problem threatening to put a ceiling on AI growth, and Nvidia is not spending a single dollar of its own money to do it.

24/7 Wall St.
Nvidia Partners With Major Financial Firms to Raise Over $500 Billion for AI Infrastructure

Nvidia (NVDA) shares rose early Tuesday after the chipmaker said it partnered with six major financi

MMT Newswires
Blackstone-Backed REIT Agrees to Buy H&R in C$3.4 Billion Deal

(Bloomberg) -- GO Residential Real Estate Investment Trust, backed by a group of investors including Blackstone Inc., has agreed to buy H&R Real Estate Investment Trust in a cash and unit deal valuing the equity of the Canadian owner of apartment buildings at C$3.4 billion ($2.44 billion).Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimFiv

Bloomberg
Nvidia Targets Over $500 Billion for AI Infrastructure Financing with Global Financial Giants

Nvidia (NASDAQ:NVDA) has unveiled a strategic partnership with six major financial groups aimed at mobilising more than $500 billion in third-party capital to finance the continued expansion of artificial intelligence infrastructure. The initiative brings Nvidia together with Apollo (NYSE:APO), BlackRock (NYSE:BLK), Blackstone (NYSE:BX), Brookfield (NYSE:BAM), Goldman Sachs (NYSE:GS) and KKR (NYSE:KKR) to establish independent computing financing platforms.

InvestorsHub
CoreWeave’s Forecast Is Key to Stopping Another Earnings Selloff

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U

Bloomberg
Nvidia, Wall Street Firms Strike AI Financing Deal Targeting $500 Billion

Nvidia reached deals with some of Wall Street’s largest firms aimed at raising massive amounts of capital to help the chip maker’s customers finance the cost of computing power. The chip maker has signed agreements to partner with Apollo Global Management Blackstone BlackRock Brookfield Asset Management Goldman Sachs and KKR to establish “compute financing platforms,” the companies announced Monday. The firms said the platforms will create pools of capital at “attractive rates” for Nvidia customers.

The Wall Street Journal
Nvidia Makes Massive Move to Fund AI Buildout

Funding could accelerate growth while adding new financial risks

GuruFocus.com
Nvidia Strikes Deals With Wall Street Firms to Fund Its Own Customers

The chip maker announces partnerships with Goldman Sachs, BlackRock, Blackstone, Apollo, Brookfield, and KKR to finance data centers.

Barrons.com
Nvidia Confirms Huge AI Funding Deal. These Financial Stocks Jump.

Nvidia confirmed on Monday that it will partner with some of the world's largest financial companies on a $500 billion financing effort to build out artificial intelligence infrastructure. Nvidia will work with Apollo Global Management, Blackstone and Goldman Sachs "to mobilize over $500 billion of third-party capital for the buildout of AI infrastructure over time," a news release said.

Investor's Business Daily
Update: US Equity Markets End Lower After Crude Oil Prices Rise Following US-Iran Disagreements

US equity indexes ended lower Monday after crude oil prices rose following President Donald Trump's

MMT Newswires
US Equity Markets End Lower After Crude Oil Prices Rise Following US-Iran Disagreements

US equity indexes ended lower Monday after crude oil prices rose following President Donald Trump's

MMT Newswires