News — AI supercycle headlines

Barchart1d agoneutral

Are Wall Street Analysts Bullish on KKR & Co. Stock?

KKR & Co. has notably underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.

KKR

GuruFocus.com1d agoneutral

KKR's $10 Billion Flora Exit Could Still Disappoint Investors

Possible sale may deliver single-digit annualized returns as Flora's debt remains near 2018 levels.

BX KKR

MT Newswires2d agoneutral

Top Midday Stories: Moderna Working on Hantavirus Vaccine, Shares Rise; Blackstone, Halliburton to Invest Combined $1 Billion in VoltaGrid

The three major US stock indexes were up slightly in late-morning trading Monday after President Don

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The Wall Street Journal2d agoneutral

KKR Private-Credit Fund Takes $560 Million Loss

KKR’s largest private-credit fund held by individual investors took a $560 million loss in the first quarter when a growing number of loans tipped into default. The write-down—equivalent to about 10% of the fund’s net asset value—is one of the biggest indicators so far of underlying problems in a large private-credit fund. Defaults in the fund jumped to 8.1% in the first quarter from 5.5% in December, KKR said.

KKR

MarketBeat2d agoneutral

KKR & Co. Inc. Q1 Earnings Call Highlights

KKR & Co. Inc. (NYSE:KKR) reported higher first-quarter earnings and said fundraising, monetization activity and management fee growth remained strong despite market volatility, while management signaled that its prior $7-plus adjusted net income target for 2026 is now less likely to be reached

KKR

Barrons.com6d agoneutral

Software Deals Drag on Alt Manager Earnings

KKR was the largest alternative asset manager reporting results this week, and its first quarter earnings grew 20% over the prior year. The New York-based firm runs money in every category of private markets. Funds poured into KKR during the March quarter, even as alt manager stocks suffered from angst over private credit and the potential for artificial intelligence to hurt software firms owned by private equity.

KKR

Bloomberg7d agoneutral

Apollo Sees Assets Top $1 Trillion for the First Time Ever

(Bloomberg) -- Apollo Global Management Inc. eclipsed $1 trillion of assets under management on record first-quarter inflows and reported earnings that beat Wall Street estimates.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksDOJ Plans Intervention in Trump Supreme Court Carroll AppealTrump Pauses Plan to Guide Ships While Seeking Iran De

BX KKR

Moby7d agoneutral

KKR & Co. Inc. Q1 2026 Earnings Call Summary

Moby summary of KKR & Co. Inc.'s Q1 2026 earnings call

KKR

The Wall Street Journal7d agoneutral

KKR Says Market Distress Is Overblown

Managers of KKR sought to play down turmoil engulfing private-markets firms, as the New York firm beat analysts’ quarterly earnings forecasts.

KKR

Simply Wall St.7d agoneutral

KKR Shifts Capital Across Soccer Water Infrastructure And AI Insurance

KKR (NYSE:KKR) partnered with Major League Soccer through Hometown Soccer Holdings to support the growth of MLS NEXT Pro, with an eye on expanded US soccer interest ahead of the 2026 FIFA World Cup. The firm exited its investment in Axius Water, which was sold to building materials company CRH, marking another move in water infrastructure value realization. KKR led a $125 million funding round in Reserv, an AI driven insurance technology company, increasing its exposure to technology enabled...

KKR

MT Newswires8d agoneutral

Market Chatter: Blackstone, KKR in Talks With Alphabet to Give Portfolio Companies Access to AI Models

Blackstone (BX) and KKR (KKR) are in talks with Alphabet (GOOG, GOOGL) to allow their portfolio comp

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