Notícias

Blackstone stock has delivered a strong 66.2% return over the past three years, yet current checks suggest the shares are trading at a premium to what the intrinsic value estimate and earnings multiples indicate. Over the last three years, Blackstone has returned 66.2%, which keeps longer term holders in profit even though more recent returns have been weaker. Fresh commitments to areas like AI focused data centers and energy transition assets can support long term cash flow expectations,...

Financial stocks were higher in late Wednesday afternoon trading, with the NYSE Financial Index up 0

The race to build artificial-intelligence infrastructure is fueling demand for new warehouses. Warehouse developer and operator Link Logistics said 15% of new leasing so far this year is tied to the data-center buildout, up sharply from a year earlier. Luke Petherbridge, chief executive of the Blackstone-owned company, said tenants include companies assembling and supplying components such as turbines, generators and switchgear.

Financial stocks were mixed in Wednesday afternoon trading, with the NYSE Financial Index up 0.3% an

Nvidia Builds a $500 Billion AI War Chest With Goldman, BlackRock and Blackstone

The structured deal, code-named Project Eclipse, was designed to pool roughly 700 underlying investments from one of Blackstone’s older secondaries funds and issue rated debt tranches against them. Such instruments, known as CFOs, allow fixed-income investors including insurers to gain exposure to private capital funds through more familiar debt securities. Jefferies Financial Group has been advising Blackstone on the transaction, according to Bloomberg’s sources.

The S&P 500 Index and Nasdaq Composite were up slightly, while the Dow Jones Industrial Average was

(Bloomberg) -- Nvidia Corp.’s commitments to backstop the artificial intelligence boom seemed to be swelling by the day. There was the reported $250 billion to help kickstart a massive data center for OpenAI in Ohio, the latest in a string of big financings it was involved with. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentApple’s Glas

(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's $500B AI financing push could create new opportunities for financial ETFs as Wall Street takes a bigger role in funding AI infrastructure.

(Bloomberg) -- Bond traders dialed back measures of credit risk associated with Nvidia Corp. on Tuesday after the company said it would limit its exposure in a $500 billion plan to finance the type of artificial-intelligence investments that are driving demand for its computer chips. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump M

Six financial giants could expand customer access to NVIDIA infrastructure without requiring the chipmaker to fund every project directly.

Critics warn the deal revives circular-financing concerns

Jensen Huang just recruited six of the most powerful names in finance to solve the one problem threatening to put a ceiling on AI growth, and Nvidia is not spending a single dollar of its own money to do it.

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

Nvidia (NASDAQ:NVDA) has unveiled a strategic partnership with six major financial groups aimed at mobilising more than $500 billion in third-party capital to finance the continued expansion of artificial intelligence infrastructure. The initiative brings Nvidia together with Apollo (NYSE:APO), BlackRock (NYSE:BLK), Blackstone (NYSE:BX), Brookfield (NYSE:BAM), Goldman Sachs (NYSE:GS) and KKR (NYSE:KKR) to establish independent computing financing platforms.

Funding could accelerate growth while adding new financial risks

The chip maker announces partnerships with Goldman Sachs, BlackRock, Blackstone, Apollo, Brookfield, and KKR to finance data centers.

US equity indexes ended lower Monday after crude oil prices rose following President Donald Trump's

US equity indexes ended lower Monday after crude oil prices rose following President Donald Trump's

Financial stocks were mixed in late Monday afternoon trading, with the NYSE Financial Index decreasi

Consumer stocks declined late Monday afternoon, with the State Street Consumer Staples Select Sector

Nvidia reached a deal with some of Wall Street’s largest firms to help raise $500 billion to fund the AI infrastructure build-out. Apollo Global Management Blackstone BlackRock Brookfield Asset Management Goldman Sachs and KKR agreed to help Nvidia assemble financing in a deal that could be announced as soon as Monday, people familiar with the matter said. Spending commitments on data centers and other AI infrastructure have reached eye-popping levels, and Wall Street’s banks and investment firms have been rushing to finance the boom in increasingly creative ways.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

(Bloomberg) -- A group of US investment giants are partnering with Nvidia Corp. on $500 billion in funding for AI infrastructure projects, the Financial Times reported.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Wobble on Hormuz Standoff as Nvidia Sinks: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Trump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaGameStop’s Ryan Cohen Weighs Pulling $56 Billion EBa

Nvidia reportedly agreed to invest up to $3 billion in Lancium, adding to a growing list of investments as some analysts argue the chip maker should spend more on buybacks.

Blackstone (BX) is back in focus after leading a consortium in a $16,000 million lease and leaseback agreement with Kuwait Oil Company, alongside fresh backing of AI data center firm Firmus. See our latest analysis for Blackstone. The Kuwait Oil Company joint venture and the Firmus AI data center backing arrive as Blackstone’s share price trades at US$137.13, with a 30 day share price return of 15.60% and a year to date share price decline of 13.65%. Over longer periods, the stock’s 3 year...

In late July 2026, Kuwait Oil Company announced a US$16.00 billion lease-and-lease-back joint venture over its entire domestic and export pipeline network with a consortium led by Blackstone, Brookfield and KKR, while Blackstone’s private credit arm was also reported to be in talks to acquire HSBC’s A$30.00 billion Australian loan portfolio and its vehicles joined a US$2.00 billion funding round for AI data center company Firmus. Together, these moves highlight Blackstone’s push to pair...