News

Blackstone (BX) is back in focus after reports that Brookfield Corporation is in advanced talks to buy PGP Glass for about $1.3b to $1.5b, a deal that could potentially give Blackstone a full exit from the investment. Recent price action shows that momentum around Blackstone has cooled. The stock is down 13.87% based on the 30-day share price return, and year to date the share price return has declined 21.31%. The 1-year total shareholder return is down 30.70%, compared with a 23.64% total...

Brookfield (BN) shares are trading at a 40% discount to management's estimate of current plan value

Financial stocks were lower in Tuesday afternoon trading, with the NYSE Financial Index decreasing 0

Insurers are multitrillion-dollar pools of capital, and the sharp-pencil set wants in. Some will thrive, while others fail.

Director Mark Stevens sold 1.85 million shares of Nvidia stock after the company’s Q2 earnings.

Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The fund’s Master Account returned 0.6% net in the quarter compared to 15.2% for the S&P500. As of June 30, 2026, the top ten positions comprised approximately 72% of the portfolio, and the portfolio held approximately […]

Brookfield stock has delivered a strong 82.6% gain over the past three years, yet the broader valuation checks currently lean toward the shares looking expensive rather than like a clear bargain. The 82.6% return over three years highlights how much value the market has already priced into Brookfield. Expectations for Brookfield to keep converting its assets and fee streams into stable cash flows can support the current share price. Any pressure on funding costs or balance sheet flexibility,...

Why Brookfield’s Preferred Share Redemption Matters Now Brookfield (TSX:BN) has put a firm end date on two of its preferred share series. The company plans to redeem all Series 51 and Series 52 Cumulative Redeemable Class A Preference Shares for cash on November 1, 2026. Series 51 holders are set to receive CA$22.44 per share plus any accrued and unpaid dividends up to, but not including, the redemption date. Series 52 holders are scheduled to receive CA$22.00 per share, alongside a final...

Bill Ackman’s Pershing Square built a $1.1 billion new stake in the fintech heavyweight.

On August 13, Brookfield (NYSE:BN) held its second-quarter earnings call, and the story management told was less about property spreadsheets and more about power lines and reactors. Distributable earnings before realizations climbed 15% year over year to $1.4 billion for the quarter, and executives spent much of the call explaining how a $100 billion Kentucky […]

CEO Flatt discusses $210B deployable capital and AI infrastructure expansion.

Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital structure dedicated to such assets, including Howard Hughes Holdings. This capital […]

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.

Brookfield Corp (BN) reports strong Q2 2026 results with record $77 billion fundraising, 19% fee-bearing capital growth, and strategic acquisitions positioning the company for continued momentum.

A savings account may feel like the safest place to park cash, but BlackRock CEO Larry Fink says playing it safe can come with a hidden cost that compounds over time. "Having your money in a bank account is one...

Michael Burry calls Nvidia's AI financing a "Wall Street stunt," so how will investors respond?

Brookfield Corporation (TSX:BN) expands its global insurance footprint through recently completed acquisitions that add scale to its life and annuity operations. The company announces a major partnership with NVIDIA and other financial institutions to finance large AI infrastructure projects worldwide. Both moves mark a significant broadening of Brookfield's operating scope across insurance and digital infrastructure financing. For readers interested in more ways to get exposure to hard...

Focus on hard assets in which Brookfield has operational expertise limits underwriting risk, CEO says

Brookfield (NYSE:BN) reported second-quarter distributable earnings before realizations of $1.4 billion, or $0.61 per share, up 15% per share from a year earlier, as growth in asset management and wealth solutions supported results. Total distributable earnings, including realizations, were $1.5 bi

Moby summary of Brookfield Corporation's Q2 2026 earnings call

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Nvidia's $500 Billion AI Gamble Sparks Fresh Risk Fears From Burry

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

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

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

Nvidia (NVDA) is mobilizing up to $500 billion to fund artificial intelligence infrastructure, with

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

Csquare (CSQR) offers exposure to growing demand for multi-tenant data centers, though its high debt

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US equity futures were mostly flat pre-bell Monday as traders evaluated the lack of solid progress o