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Bloomberg4d agobearish
CoreWeave’s Forecast Is Key to Stopping Another Earnings Selloff

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U

Nvidia Confirms Huge AI Funding Deal. These Financial Stocks Jump.
Investor's Business Daily5d agobullish
Nvidia Confirms Huge AI Funding Deal. These Financial Stocks Jump.

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 Surges With No Hormuz Deal in Sight
The Wall Street Journal5d agobullish
Oil Surges With No Hormuz Deal in Sight

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.

Forkast News5d agoneutral
Wall Street Mobilizes $500 Billion Consortium With Nvidia to Underwrite AI Infrastructure

Wall Street has officially moved to underwrite artificial intelligence infrastructure as a sovereign-grade asset class. A consortium comprising Apollo Global, Blackstone, BlackRock Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs, and KKR is reportedly assembling a $500 billion funding package in partnership with Nvidia. This massive capital mobilization, intended to cover the full stack of […]

Nvidia, Wall Street Firms Strike AI Financing Deal Targeting $500 Billion
The Wall Street Journal5d agoneutral
Nvidia, Wall Street Firms Strike AI Financing Deal Targeting $500 Billion

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.

Investing.com5d agoneutral
Nvidia and Wall Street giants plan $500B AI funding deal, FT reports

Investing.com -- Nvidia (NASDAQ: NVDA) is reportedly assembling a staggering $500 billion AI infrastructure funding package in partnership with some of Wall Street’s most formidable financial institutions. Despite the monumental scope of the Financial Times report, shares slipped roughly 3.1% in highly active Monday trading. According to sources briefed on the talks, the consortium reads like a who’s who of global finance: Apollo Global BlackRock (Global Infrastructure Partners) Blackstone Brook

Nvidia, Wall Street firms partner on $500 billion AI financing venture, source says
Reuters5d agoneutral
Nvidia, Wall Street firms partner on $500 billion AI financing venture, source says

A group of financial firms, including Apollo ‌Global and Blackstone, is working with Nvidia ‌to put together a $500 billion funding package for AI infrastructure ​development, a person familiar with the matter told Reuters on Monday. Nvidia's shares fell over 3% in afternoon trading. The tie-up highlights Nvidia's efforts to raise capital ‌for the chips, ⁠power generation and data centers underpinning the AI boom.

Blackstone (BX) Is Up 7.3% After Kuwait Pipeline JV And AI Data Center Push - Has The Bull Case Changed?
Simply Wall St.7d agoneutral
Blackstone (BX) Is Up 7.3% After Kuwait Pipeline JV And AI Data Center Push - Has The Bull Case Changed?

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...

Healthpeak Properties Q2 Earnings Call Highlights
MarketBeat7d agoneutral
Healthpeak Properties Q2 Earnings Call Highlights

Healthpeak Properties (NYSE:DOC) reported second-quarter adjusted funds from operations of $0.46 per share and raised its full-year adjusted FFO guidance by $0.02 to a range of $1.73 to $1.77 per share, citing improved same-store net operating income expectations in its lab and senior housing busine

Is Brookfield (TSX:BN) Expensive As It Builds Out AI Linked Infrastructure?
Simply Wall St.8d agoneutral
Is Brookfield (TSX:BN) Expensive As It Builds Out AI Linked Infrastructure?

Brookfield (TSX:BN) has been in focus after a consortium including the company agreed to develop a large privately funded data center and power campus at the U.S. Department of Energy’s Paducah Site in Kentucky. See our latest analysis for Brookfield. Brookfield’s recent data center and energy partnerships arrive as the stock trades at CA$61.68, with short term share price returns mixed but a 5 year total shareholder return of 68.27% pointing to a stronger long run picture. If this Brookfield...

Brookfield (TSX:BN) Completed The Oaktree Acquisition
Simply Wall St.9d agoneutral
Brookfield (TSX:BN) Completed The Oaktree Acquisition

Brookfield (TSX:BN) has completed its acquisition of Oaktree, expanding its global credit management platform. The company has entered a multi billion dollar joint venture with Blackstone and KKR for Kuwait’s entire pipeline network. Brookfield has formed a partnership with NAVER and NVIDIA to build one of the world’s largest AI focused data center infrastructure platforms. Consider expanding your watchlist to other companies shaping AI infrastructure and related assets through 56 AI...

Nielsen to Buy DoubleVerify
The Wall Street Journal9d agobullish
Nielsen to Buy DoubleVerify

Nielsen Holdings agreed to buy DoubleVerify in a deal with an enterprise value of about $2.15 billion.

Brookfield (TSX:BN) Stock Looks Strong On Returns But Rich On Earnings
Simply Wall St.9d agoneutral
Brookfield (TSX:BN) Stock Looks Strong On Returns But Rich On Earnings

Brookfield stock has delivered a very strong 103.4% return over the past three years, yet its current valuation checks lean expensive and raise questions about how much upside is already reflected in the price. Brookfield is up 103.4% over three years, which puts recent gains front and center when assessing what investors are now paying for each dollar of earnings and assets. Large transactions such as the Aypa Power battery storage acquisition and the Kuwait pipeline joint venture can...