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Enbridge (ENB) has entered into a definitive agreement with KKR (KKR) to form a joint venture that w

KKR and a consortium of South Korean firms are investing $2.2 billion in an AI data-center company being created by telecommunications firm SK Telecom through a spinoff.

Nvidia's (NVDA) fiscal second-quarter results more than doubled from a year ago and topped Wall Stre

Financial stocks were edging higher late Tuesday afternoon, with the NYSE Financial Index up 0.2% an

Financial stocks were mixed in Tuesday afternoon trading, with the NYSE Financial Index up 0.1% and

BLK may sell TCPC's remaining $671M loan portfolio to reduce legacy credit risk while sharpening its broader private-credit strategy.

Does TROW offer better value than KKR, with a lower P/E, higher dividend yield and growing exposure to alternatives? Let us find out.

Financial stocks advanced in late Friday afternoon trading, with the NYSE Financial Index and the St

Financial stocks advanced in Friday afternoon trading, with the NYSE Financial Index rising 0.8% and

Financial stocks were advancing pre-bell Friday, with the State Street Financial Select Sector SPDR

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.4% and the actively trad

Financial stocks declined in late Thursday afternoon trading, with the NYSE Financial Index shedding

KKR (NYSE: KKR) has submitted a US$9b bid to acquire U.S. energy distributor UGI, according to people familiar with the matter. The proposed UGI deal would expand KKR's exposure to U.S. energy infrastructure at a time of rising electricity demand from AI data centers. Separately, KKR has taken a minority stake in Indian ticketing and events platform BookMyShow, increasing its activity in India's live entertainment market. Investors tracking how AI and digital demand are reshaping global...

In August 2026, NVIDIA announced memorandums of understanding with KKR and five other global financial institutions to form independent compute financing platforms, aiming to mobilize over US$500 billion of third-party capital over time to support AI infrastructure across its ecosystem, subject to final agreements. This alliance highlights KKR’s role as a major capital provider to AI infrastructure, potentially deepening its reach in technology-related private markets and asset-based...

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

AMP climbs 14.6% YTD. Record AUM/AUA, rising earnings estimates and a discounted valuation support further upside.

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

All three major US stock indexes were down in late-morning trading Tuesday, as the yield on the US 3

Natural-gas and electricity distributor UGI recently received a roughly $9 billion takeover offer from KKR according to people familiar with the matter. The private-equity firm offered to buy UGI for $42.50 a share, the people said. It couldn’t be learned if UGI will be receptive and there are no guarantees of a sale to KKR or any other buyer, the people said.

SVN Capital, an investment management company, released its first half 2026 investor letter for “SVN Capital Fund”. A copy of the letter can be downloaded here. The letter reflects on the macroeconomic events from 2020 to 2026, emphasizing the importance of long-term investment principles amidst ongoing crises. In the first half of 2026, the portfolio […]

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.

Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund achieved an approximate 11% net return in the second quarter, indicating progress from the first quarter. Key changes to the portfolio will include lower concentration and increased investments with near-term catalysts, […]

On August 10, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang unveiled what he calls his “big concept” for AI financing on CNBC, standing alongside leaders from Goldman Sachs, BlackRock, Blackstone, KKR, Apollo, and Brookfield. Together, the group says it will raise $500 billion, and potentially more, from outside investors to build new AI data centers. KKR […]

Financial stocks were leaning lower pre-bell Monday, with the State Street Financial Select Sector S

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.”

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.