News

Financial stocks were mixed in late Wednesday afternoon trading, with the NYSE Financial Index fract

Financial stocks were mixed in Wednesday afternoon trading, with the NYSE Financial Index fractional

NVIDIA Corporation (NASDAQ:NVDA) is trying to turn its AI chips into an entirely new asset class. The company announced partnerships with six major financial firms, Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR, to launch “compute financing platforms” aimed at raising more than $500 billion in outside capital for AI infrastructure. CEO Jensen Huang said […]

Applied Digital Corporation (APLD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Jersey Mike’s stock market debut might not have gone quite as some planned. The chain’s $6.9 billion valuation at IPO in late July priced about 43.5 million shares at $23 apiece—the midpoint of a marketed range of $21–$25. The offering raised about $1 billion. Shares opened at $21 (an 8.7 percent), before recovering, and were […]

Bond traders have ramped up measures of credit risk associated with Broadcom Inc. as it backstops mega financing packages for the buildout of artificial intelligence.

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...

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

Private-equity firms are known for slashing costs, overhauling businesses and boosting revenue, and now have a new tool for carrying out that playbook. Blackstone and Hellman & Friedman have formed a roughly 160-person team of artificial-intelligence experts with Anthropic to deploy at businesses, starting with their own portfolio companies. The push is part of a $1.5 billion joint venture between the AI giant and Wall Street firms, which also includes Apollo General Atlantic and Goldman Sachs among the backers.

All three major US stock indexes were up in late-morning trading Friday despite long-dated Treasury

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...

Broadcom 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 and other companies, Bloomberg News reported on Thursday, citing people familiar with the ‌matter. The financing ⁠could include a roughly $30 billion junior debt tranche, and Broadcom ⁠would guarantee part of the senior-secured tranche possibly ranging from about $60 ​billion to $70 ​billion, the report ​said. Blackstone and Apollo Global Management are in talks with ‌Broadcom to participate ​in the financing, following ​a partnership ​the three companies struck ‌in June, the report added.

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.

KKR's $796B AUM underscores a diversified growth strategy, with acquisitions and recurring fees supporting its path toward $1T by 2030.

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.

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

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

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

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

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.

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...

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.

Nvidia is reshaping the AI investment landscape as Jensen Huang positions its chips as an “investable asset class.”

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

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.

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

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.

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.

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 […]

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...