
Bloom is capitalizing on soaring electricity demand from AI data centers, while Marathon is benefiting from robust refining margins.
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Bloom is capitalizing on soaring electricity demand from AI data centers, while Marathon is benefiting from robust refining margins.

GGP CEO Kevin McCrain with 100 Oakbrook Center in Oak Brook (Getty, GGP, LinkedIn, Oakbrook Center)Brookfield Asset Management’s retail arm GGP is locking in an $800 million commercial mortgage-backed security refinancing for one of the last large, functioning malls in suburban Chicago. A syndicate comprising Morgan Stanley, Bank of America, Citibank, Goldman Sachs and Wells Fargo are reportedly the originators and sellers of the $800 million loan, according to Bisnow. The CMBS loan is set to re

The Canadian investment giant Brookfield is closing in on a $2bn deal to buy Actimize, a financial crime and compliance specialist. Sky News has learnt that Brookfield's financial infrastructure arm, which was set up with the aid of the City grandee Sir Ron Kalifa three years ago, is in exclusive talks to buy Actimize from Nasdaq-listed NICE. If completed, the transaction would deepen Toronto-based Brookfield's push into financial infrastructure assets.

Morgan Stanley, Bank of America, Citi, Goldman Sachs and Wells Fargo are identified as the originators and sellers of the $800M loan tied to the property.

Bloom Energy's fuel-cell backlog, hyperscaler approvals, and Brookfield financing deal are fueling AI power demand, even as analysts raise targets and scandium supply questions persist.

Clean energy investment has long had a complicated reputation, but Brookfield believes the sector is showing seeds of promise in India and Southeast Asia. Its Catalytic Transition Fund (CTF) is a departure from its flagship energy strategy in many ways. For one, the fund focuses exclusively on emerging markets, with 40-45% allocated to South and Southeast Asia alone. The US-Iran War has fueled demand for diverse and reliable energy sources in these consumption-led economies. At the same time, th

Brookfield Business Corporation (NYSE:BBUC) will participate in Brookfield’s proposed acquisition of Reliance Worldwide Corporation, announced September 15. The transaction values the plumbing-products manufacturer at approximately US$2.8 billion in enterprise value, excluding lease liabilities. The investment group plans to acquire 100% ownership. Funding will come through the Brookfield Capital Partners strategy and Brookfield Business Corporation (NYSE:BBUC). […]

Brookfield Asset Management (NYSE:BAM) used its 2026 Investor Day to outline plans to double fee-bearing capital by 2031, supported by fundraising across flagship funds, complementary strategies, insurance capital and private wealth products. Management also emphasized the July acquisition of the re
Brookfield (BN) shares are trading at a 40% discount to management's estimate of current plan value
Nvidia Corp. has committed $2 billion to Brookfield Asset Management’s global artificial intelligence infrastructure fund, according to investor documents that revealed the size of a previously disclosed investment.
GFL shares surged 8% in pre-open trading Thursday, with CEO Patrick Dovigi stating explicitly that the company is open to a deal above the current market price.

Brookfield Asset Management (NYSE:BAM) has agreed to invest up to $600 million in India’s ACME Cleantech Ventures to support the development and construction of green ammonia and green methanol projects, the companies announced on Thursday. The investment marks Brookfield’s entry into the region’s low-carbon fuels sector and will be made through its Brookfield Global Transition Fund strategy.

GFL Environmental stock surged more than 10% in the overnight session late Wednesday after a media report said an ongoing bid to take over the company is underway.

Brookfield Asset Management (TSX:BAM) has been selected by the UK’s Nuclear Liabilities Fund to oversee a long term, multi asset mandate, beginning with a $1 billion commitment tied to nuclear decommissioning costs. For investors watching Brookfield Asset Management, the recent mandates and partnerships arrive during a softer patch for the shares, with the 30 day share price return down 13.44% at a latest share price of CA$63.19 and the 1 year total shareholder return down 18.72%, even though...

On this episode of Stock Movers: - Intel (INTC) is the most actively traded stock in the premarket after Reuters reported that SK Hynix is in talks with the chipmaker about a deal that would see it manufacture memory chips in the US for the first time. SK Hynix says it's made no decisions in response to a Reuters report that it's in talks with Intel about a deal to make semiconductors in the US. - JB Hunt (JBHT) shares are lower this morning after the trucking company flagged rising costs and issued a rare earnings warning at a Morgan Stanley conference. - Reliance Worldwide (RWC) shares are moving on news Brookfield agreed to pay $3.38 a share to buy Reliance World.

Bloom Energy has already turned in triple-digit gains while Wall Street clings to a hold rating, and a credible path to $400 a share hinges on three very specific dominoes falling in the right order.

↘️ Coinbase Global (COIN), Strategy (MSTR): Shares of the cryptocurrency firms edged down premarket after the Senate failed to pass the Clarity Act, a sweeping crypto bill that would have helped usher digital assets into the mainstream financial system.
Brookfield will acquire a minority stake in AREP, pairing its global platform with the developer's data center and real estate capabilities.

Inflation is running hot, and rates look more likely to rise than fall, but these high-yielders shouldn't skip a beat on the dividend front.

The plumbing-supplies manufacturer said Brookfield firmed its US$3.38-a-share proposal after four weeks of exclusive due diligence.

One company is already powering AI data centers at scale with record revenue and expanding profits. The other is developing portable nuclear reactors that could one day do the same, but is still waiting on regulatory approval to begin construction.

One company is already supplying power to the AI infrastructure build-out with rapidly growing revenue and improving profits. The other is building toward a nuclear future that has not arrived yet.
Canada Pension Plan Investment Board (CPP Investments) and Brookfield Asset Management (BAM.TO, BAM)

Brookfield buys minority stake in AREP, boosting data center development.

Brookfield (NYSE:BAM) is in advanced negotiations to acquire Indian glass-packaging company PGP Glass from Blackstone (NYSE:BX) for between $1. 3 billion and $1.

Nearly a dozen data center companies have filed to go public or are reportedly preparing an IPO, signaling a shift in strategy for the hot industry.

Nvidia’s $500 billion AI push changes the game again.

By Jarrett Banks Private credit has evolved from a niche alternative to traditional bank lending into a major source of financing for energy and infrastructure projects, as banks retreat from long-dated and complex loans, according to a new report from Vinson & Elkins partners Samuel Francis, Reed T. Schuster, Samara Shepherd and Matt Hortenstine. Dedicated […] The post Private Credit Takes Bigger Role in Financing Energy, AI Infrastructure: Vinson & Elkins appeared first on CorpGov.

Bloom Energy has soared over 400% in the past year on a wave of AI data center deals and blockbuster earnings, but our model sees a significant gap between where the stock trades and where the fundamentals actually point.
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