KKR (NYSE:KKR) has launched Allyntra, a precision-engineered solutions platform focused on advanced surgical technologies in medical technology. The company is pursuing a controlling stake in Portuguese fiber operator DStelecom, aiming to expand its presence in digital infrastructure. KKR has also been identified as a potential bidder in early takeover discussions for healthcare-focused Qiagen. KKR, trading at around $97.11 per share, is adding fresh moves in medtech and infrastructure to...
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Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund’s […]
(Bloomberg) -- The sharp selloff in momentum stocks may be nearing its end, creating an opportunity for investors to start rebuilding positions in artificial intelligence and semiconductor shares, according to UBS’ trading desk. Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeThousands of Truck
Financial stocks were lower in late Monday afternoon trading, with the NYSE Financial Index down 0.8
Financial stocks were lower in Monday afternoon trading, with the NYSE Financial Index down 0.6% and
Blackstone's Q2 results are likely to show higher AUM, fee growth and solid exit profits, with revenues and earnings expected to rise year over year.
(Bloomberg) -- KKR Inc. has started marketing a debt deal tied to PayPal Holdings Inc.’s buy now, pay later business in Germany, the first of its kind in Europe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI Companion‘We Faltered’: IBM Plunges Most Since at Least 1968 o
(Updates with Qiagen's response in the last paragraph.) Qiagen (QGEN) is attracting early takeove
KKR (KKR) is back in focus after agreeing with SK Inc. to form a large Korean renewable energy platform valued at about US$1.3b, consolidating solar, wind and fuel cell assets into a single operator. See our latest analysis for KKR. KKR’s latest renewable energy move comes after a volatile stretch for the stock, with the share price at US$95.14 and year to date share price return down 26.19%, while the 3 year total shareholder return of 72.53% contrasts with a 1 year total shareholder return...
KKR and SK Inc. have launched Korea's largest renewable energy platform, consolidating key solar and wind assets. The new platform includes a 10,000MW development pipeline aimed at supplying clean power to major industrial users. The initiative targets energy needs for sectors such as AI data centers and semiconductor manufacturing across the region. For investors tracking NYSE:KKR, this move adds a large Asian renewables and infrastructure platform to an already diversified global...
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. Markets started the year positively but became volatile mainly due to increased tensions with Iran. The Federal Reserve kept rates unchanged […]
(Bloomberg) -- Executives at some of Wall Street’s biggest names have faced a barrage of recent questions about whether artificial intelligence has crippled the value of their software investments.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trum
The private-equity firms aim to gain from the multi-industry conglomerate’s recent pivot to focus on its energy businesses, analysts say
For most of the post-2008 era, Oppenheimer’s Chris Kotowski was the guy telling you to keep buying the big banks. He waved off the 2011 eurozone panic, the 2016 energy blowup, COVID, and the 2022 rate hikes. On June 30, 2026, he flipped. Kotowski cut Goldman Sachs (NYSE:GS), Morgan Stanley (NYSE:MS), Bank of America, and ... The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead
Financial stocks were advancing in Wednesday afternoon trading, with the NYSE Financial Index rising
HSBC is reportedly exploring a sale of its Turkey business to Emirates NBD, extending its global restructuring while sharpening its focus on core growth markets.
The platform, said to be Korea’s largest for renewable energy, will have around 1.7 gigawatts of capacity currently in operation and a development pipeline that would raise its total capacity to 10 gigawatts.
EDF power solutions’ North American renewable energy business ranks among the top 10 U.S. renewable capacity owners and operates solar, wind and battery storage assets across the U.S. and Canada.
Financial stocks edged down in late Tuesday afternoon trading, with the NYSE Financial Index 0.1% lo
Financial stocks were softer in Tuesday afternoon trading, with the NYSE Financial Index and the Sta
KKR recently entered advanced talks to acquire Sweden-based Medicover’s 66.9% stake in its Indian hospital business for at least US$1.05 billion, while also reporting quarter-to-date monetization income above US$900 million, mostly from realized performance fees. Alongside these moves, KKR is aligning its reporting of realized performance fees with industry practice, a shift that may help investors better assess the quality and sustainability of its earnings. We’ll now examine how KKR’s...
KKR is reported to be in advanced talks to acquire a majority stake in Medicover Hospitals India. The potential deal could be valued at more than $1b and would expand KKR's healthcare platform in India. If completed, the transaction would add a large Indian hospital network to KKR's global private equity portfolio. Investors watching KKR (NYSE:KKR) are seeing the company explore a sizeable healthcare transaction in India at a time when its stock trades around $90.13. Over the past year, the...
Financial stocks were higher in Friday afternoon trading, with the NYSE Financial Index increasing 0
If you are wondering whether KKR at around US$92.65 is starting to look attractively priced or still demanding, the starting point is to understand what the current market value actually reflects. The stock has fallen about 4.5% over the past week and is down 2.5% over the past month, which sits against a much steeper year to date decline of 28.1% and a 29.3% decline over the past year, even though the 3 year and 5 year returns of 69.1% and 61.8% tell a very different story. Recent headlines...
KKR Asset Management (NYSE:KKR) shares added more than 3% on Thursday after the alternative asset manager provided an update highlighting stronger monetization activity and changes to its financial reporting. The firm announced that monetization activity exceeded $900 million for the period...
Financial stocks were decreasing in late Wednesday afternoon trading, with the NYSE Financial Index
Financial stocks were decreasing in Wednesday afternoon trading, with the NYSE Financial Index down
(Bloomberg) -- Hedge fund manager Lee Robinson notched a 900% gain during the global financial crisis by turning a $20 million position into $200 million with timely bets against the US subprime mortgage sector. Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallyKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsS