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KKR (KKR) Is Up 5.2% After Record Q2 Earnings And Landmark Kuwait Infrastructure Deal
Simply Wall St.19d agoneutral
KKR (KKR) Is Up 5.2% After Record Q2 Earnings And Landmark Kuwait Infrastructure Deal

In the past week, KKR & Co. Inc. reported second-quarter 2026 results, with net income rising to US$700.48 million and diluted EPS from continuing operations at US$0.70, alongside record fee-related earnings, strong fundraising and a record monetization quarter that also beat analyst earnings and revenue estimates. Separately, Kuwait Oil Company announced it is forming a new US$16.00 billion lease-and-lease-back joint venture with a consortium including KKR, Blackstone and Brookfield, in...

Westinghouse Electric Files Confidentially for IPO
The Wall Street Journal19d agoneutral
Westinghouse Electric Files Confidentially for IPO

Nuclear technology and services supplier Westinghouse Electric has confidentially filed a draft registration statement with the Securities and Exchange Commission for a proposed initial public offering of its common stock

Forkast News20d agoneutral
DOE Is Converting Its Own Cold War Uranium Sites Into $100 Billion AI Data Centers

The Department of Energy’s conversion of the 3,556-acre Paducah Gaseous Diffusion Plant into the $100 billion Paducah American Energy Hub signals the end of the era where AI infrastructure developers were forced to compete for scarce private land. For decades, this site in McCracken County, Kentucky, served as a cornerstone of national security, first producing […]

NextEra Energy (NEE) Joins Paducah AI Power Hub, Is It Still Undervalued?
Simply Wall St.21d agoneutral
NextEra Energy (NEE) Joins Paducah AI Power Hub, Is It Still Undervalued?

NextEra Energy (NEE) is back in focus after joining Brookfield and regional utilities to plan a privately funded US$100b data center and power hub at the U.S. Department of Energy's Paducah Site in Kentucky. See our latest analysis for NextEra Energy. The Paducah announcement comes after a busy few weeks for NextEra Energy, with Q2 2026 results, merger progress with Dominion Energy and fresh attention on its role in powering AI infrastructure. The stock’s year to date share price return of...

Bloomberg21d agoneutral
NextEra, Brookfield to Build $100 Billion Kentucky Data Campus

(Bloomberg) -- NextEra Energy Inc., the largest US power utility, is teaming up with Brookfield on a more than $100 billion transformation of a shuttered Cold War uranium-enrichment facility in Kentucky into a data center campus with a generating plant.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri A

Bloom Energy Q2 Earnings Call Highlights
MarketBeat21d agoneutral
Bloom Energy Q2 Earnings Call Highlights

Bloom Energy (NYSE:BE) reported record second-quarter results for 2026, surpassing $1 billion in quarterly revenue for the first time as data-center deployments accelerated and profitability expanded. The company raised its full-year revenue and operating-income outlook, citing backlog conversion, i

Why Bloom Energy (BE) Is Down 26.3% After Record Q2 And A $25 Billion Brookfield Deal
Simply Wall St.21d agoneutral
Why Bloom Energy (BE) Is Down 26.3% After Record Q2 And A $25 Billion Brookfield Deal

Earlier today, Bloom Energy reported record second-quarter results, delivering about US$1.07 billion in revenue for the first time, beating expectations and raising its full-year 2026 revenue outlook to US$3.9–US$4.2 billion on strong AI data center demand. The company also expanded its data center financing partnership with Brookfield Asset Management from US$5.00 billion to US$25.00 billion, underscoring how large-scale capital support is becoming central to funding Bloom’s growth in...

Brookfield sees 6.5 GW of AI data-centre capacity coming online in India
Reuters22d agoneutral
Brookfield sees 6.5 GW of AI data-centre capacity coming online in India

Brookfield Asset Management expects about 6.5 gigawatts of data-centre capacity for artificial intelligence to ‌come online in India over the next five years, ‌a senior executive said on Tuesday. • Brookfield, a New York-based global alternative asset ​manager, expects AI inferencing demand in India to grow, Arpit Agrawal, managing partner and head of India and the Middle East for Brookfield's infrastructure group, said.

LXP Industrial Trust (LXP) Buyout Puts Fair Value Back In Focus
Simply Wall St.23d agobullish
LXP Industrial Trust (LXP) Buyout Puts Fair Value Back In Focus

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...

Nvidia Deepens South Korea AI Push With $1 Billion NAVER Investment
Benzinga23d agoneutral
Nvidia Deepens South Korea AI Push With $1 Billion NAVER Investment

NVIDIA Corp (NASDAQ:NVDA) plans to invest about $1 billion in NAVER Corp as part of a broader effort to expand artificial intelligence datacenter infrastructure in South Korea. Announced Saturday during South Korean President Lee Jae Myung‘s visit to the AI Summit in San Francisco, the project would expand NAVER’s GAK Sejong AI datacenter from 55 megawatts to 200 megawatts by 2028, with Brookfield Asset Management Ltd (NYSE:BAM) proposing up to $9 billion to fund the AI infrastructure. NAVER To