GFL shares surged 8% in pre-open trading Thursday, with CEO Patrick Dovigi stating explicitly that the company is open to a deal above the current market price.
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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.

Brookfield buys minority stake in AREP, boosting data center development.

Bloom Energy has soared over 400% in the past year on a wave of AI data center deals and blockbuster earnings, but our model sees a significant gap between where the stock trades and where the fundamentals actually point.
Nvidia reported its Q2 earning on Wednesday.

Bloom Energy's stock surged after record Q2 earnings and major AI power deals, but its lofty valuation and supply-chain questions raise risks for investors.

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.
Brookfield (BN) may benefit from stronger distributable earnings, continued stock buybacks, growth a
Independent financing platforms could broaden access to NVIDIA systems without requiring the chipmaker to supply all the capital itself.
Investing.com -- NVIDIA’s deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. However, the financial rewards and structural advantages flow to specific winners across the AI and financial ecosystems. 1. NVIDIA: Offloading Debt to Safeguard Free Cash Flow NVI
NuScale is still too speculative for me.
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.
Oil prices jumped after negotiations over the Strait of Hormuz turned south once again. Over the weekend, a top Iranian official laid out a series of tough demands for opening the Strait, and the United Arab Emirates said Iran launched a missile attack on one of its ships. Nvidia reached a mammoth financing deal with leading Wall Street firms.
Nielsen has agreed to buy DoubleVerify, a digital media measurement firm, for around $2.15 billion, or $13.60 per share.
Brookfield raised a record $77B in Q2, pushing AUM above $1T and accelerating expansion across AI infrastructure and credit.
Nielsen Holdings agreed to buy DoubleVerify in a deal with an enterprise value of about $2.15 billion.
AFL's improved Japan benefit-to-premium ratio may help offset premium and investment income pressure ahead of its Aug. 6 Q2 earnings report.
Brookfield (BAM) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Analysts have set a high bar for Bloom Energy earnings. Bloom Energy has plunged on a short-seller's report and overall AI sell-off.
Nvidia Makes Surprise $1 Billion Move as Naver Stock Explode
LXP Industrial Trust (LXP) is set to be taken private after Brookfield Asset Management and Canada Pension Plan Investment Board agreed to acquire the company in an all cash deal that values LXP at $5.2 billion. See our latest analysis for LXP Industrial Trust. The proposed buyout comes after a period of strong price action for LXP Industrial Trust, with a 30-day share price return of 9.37% and a 90-day share price return of 19.21%. The 1-year total shareholder return of 62.36% suggests...
Shares of South Korean internet and cloud service giant Naver jumped more than 10% on Monday after it said Nvidia would acquire $1 billion of its new shares to finance a project to expand an AI data centre. The investment comes after the two firms and investment group Brookfield announced on Friday plans to expand Naver's AI data centre in South Korea with up to $10 billion in funding. Naver said on Monday it will place 7.2 million new shares with Nvidia for 204,500 won each, or a 1% discount to its closing price on Friday, as part of the agreement.
American Express heads into Q2 earnings with rising network volumes, higher interest income and a favorable earnings setup. Can it deliver another beat?
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