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Bloomberg17d 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
MarketBeat18d 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.18d 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
Reuters18d 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.19d 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
Benzinga19d 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

South Korea's Naver jumps 10% on Nvidia's $1 billion investment plan
Reuters20d agobullish
South Korea's Naver jumps 10% on Nvidia's $1 billion investment plan

Shares of South Korean internet and cloud service giant Naver jumped more than 10% on Monday after it said Nvidia ‌would acquire $1 billion of its new shares to finance a project ‌to expand an AI data centre. The investment comes after the two firms and investment group Brookfield announced ​on Friday plans to expand Naver's AI data centre in South Korea with up to $10 billion in funding. Naver said on Monday it will place 7.2 million new shares with Nvidia for 204,500 won each, or a 1% discount to its closing price on ‌Friday, as part of the ⁠agreement.

Bloomberg21d agoneutral
Blackstone, Brookfield, KKR Ink $16 Billion Kuwait Pipeline Deal

(Bloomberg) -- Kuwait has agreed a $16 billion infrastructure partnership with Blackstone Inc., Brookfield Asset Management Ltd. and KKR & Co. involving its oil-export pipelines, even as the Gulf nation comes under daily attacks from Iran.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandSpaceX at $100 Would Imply Zero AI Value, Morgan St

Is Bloom Energy (BE) Undervalued After JPMorgan Backed Its Brookfield AI Power Deal?
Simply Wall St.23d agoneutral
Is Bloom Energy (BE) Undervalued After JPMorgan Backed Its Brookfield AI Power Deal?

Bloom Energy (BE) is back in focus after JPMorgan reaffirmed its positive stance on the stock, highlighting strong interest from technology firms in off grid power and a larger partnership with Brookfield. See our latest analysis for Bloom Energy. After rallying earlier on the Brookfield partnership and AI data center headlines, Bloom Energy has recently given back some ground, with the 30 day share price return down 36.9% and the 7 day share price return down 8.8%. However, the year to date...

Brookfield Asset Management (TSX:BAM) Partners With Healthpeak On $2.1 Billion Medical Buildings Venture
Simply Wall St.25d agoneutral
Brookfield Asset Management (TSX:BAM) Partners With Healthpeak On $2.1 Billion Medical Buildings Venture

Brookfield Asset Management (TSX:BAM) has formed a US$2.1b joint venture with Healthpeak covering 86 outpatient medical buildings across the US. The portfolio consists of outpatient medical real estate, a segment that has drawn steady investor attention in recent years. The transaction reflects Brookfield Asset Management’s focus on income producing real assets within the healthcare sector. Brookfield Asset Management is known for its focus on real assets, including infrastructure and real...