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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Blackstone (BX) Stock May Be Above Fair Value Despite Strong Earnings
Simply Wall St.24d agoneutral
Blackstone (BX) Stock May Be Above Fair Value Despite Strong Earnings

Blackstone stock has delivered a strong 3 year return, yet the current market price screens as expensive on both an intrinsic value estimate and on market multiples. The key issue for investors is that Blackstone does not currently look like a clear bargain based on these checks. Over the past 3 years, Blackstone has returned about 50.8% which means recent investors have already seen substantial gains that may limit the margin for error at today’s price. Future fee growth and cash flows from...

Blackstone (BX), What Is Behind The Fresh Attention Today?
Simply Wall St.24d agoneutral
Blackstone (BX), What Is Behind The Fresh Attention Today?

Why Blupine Energy rumors matter for Blackstone stock Blackstone (BX) is back in focus after reports that Actis is exploring a sale of Indian renewables player Blupine Energy, with Blackstone listed among several potential bidders for the asset. The reported sale process, which sources say could value Blupine Energy between US$1.5b and US$2b, highlights how Blackstone continues to be linked to large scale energy and infrastructure assets in growth markets. For context, Blackstone shares trade...

NVIDIA Corporation (NVDA) & Blackstone (BX): Nvidia Wants Wall Street to Lend Against AI Chips Like They’re Mortgages
Insider Monkey29d agoneutral
NVIDIA Corporation (NVDA) & Blackstone (BX): Nvidia Wants Wall Street to Lend Against AI Chips Like They’re Mortgages

NVIDIA Corporation (NASDAQ:NVDA) is trying to turn its AI chips into an entirely new asset class. The company announced partnerships with six major financial firms, Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR, to launch “compute financing platforms” aimed at raising more than $500 billion in outside capital for AI infrastructure. CEO Jensen Huang said […]

Making the Case for Why Jersey Mike’s is Just Getting Started
QSR30d agoneutral
Making the Case for Why Jersey Mike’s is Just Getting Started

Jersey Mike’s stock market debut might not have gone quite as some planned. The chain’s $6.9 billion valuation at IPO in late July priced about 43.5 million shares at $23 apiece—the midpoint of a marketed range of $21–$25. The offering raised about $1 billion. Shares opened at $21 (an 8.7 percent), before recovering, and were […]

How NVIDIA’s AI Compute Financing Push and Blupine Deal Interest Could Impact Blackstone (BX) Investors
Simply Wall St.33d agoneutral
How NVIDIA’s AI Compute Financing Push and Blupine Deal Interest Could Impact Blackstone (BX) Investors

In August 2026, NVIDIA announced it had entered into partnerships with Blackstone, Apollo, BlackRock, Brookfield, Goldman Sachs and KKR to create new compute financing platforms that could mobilize over US$500 billion of third-party capital for AI infrastructure across its ecosystem, with final agreements still to be executed. A separate report that month indicated Blackstone was among several global investors evaluating a potential US$1.50 billion to US$2.00 billion acquisition of Indian...

Private Equity Is Deploying an Army of AI Wonks to Embed in the Firms They Back
The Wall Street Journal34d agoneutral
Private Equity Is Deploying an Army of AI Wonks to Embed in the Firms They Back

Private-equity firms are known for slashing costs, overhauling businesses and boosting revenue, and now have a new tool for carrying out that playbook. Blackstone and Hellman & Friedman have formed a roughly 160-person team of artificial-intelligence experts with Anthropic to deploy at businesses, starting with their own portfolio companies. The push is part of a $1.5 billion joint venture between the AI giant and Wall Street firms, which also includes Apollo General Atlantic and Goldman Sachs among the backers.

Blackstone (BX) Targets Large Scale AI Infrastructure Financing Platforms
Simply Wall St.34d agoneutral
Blackstone (BX) Targets Large Scale AI Infrastructure Financing Platforms

Blackstone (NYSE:BX) has entered into a new partnership with NVIDIA and several global financial institutions to develop large scale AI infrastructure financing platforms. The parties have signed memorandums of understanding that outline cooperation on funding and structuring capital for data centers and related AI infrastructure. The collaboration is intended to connect NVIDIA's AI technology capabilities with capital from Blackstone and other financial groups for long term infrastructure...

Broadcom seeks more than $60 billion in latest AI debt deal, Bloomberg News reports
Reuters35d agoneutral
Broadcom seeks more than $60 billion in latest AI debt deal, Bloomberg News reports

Broadcom is in talks with a group of ‌lenders to raise more than $60 ‌billion in debt for an AI chip financing ​deal that will benefit Anthropic and other companies, Bloomberg News reported on Thursday, citing people familiar with the ‌matter. The financing ⁠could include a roughly $30 billion junior debt tranche, and Broadcom ⁠would guarantee part of the senior-secured tranche possibly ranging from about $60 ​billion to $70 ​billion, the report ​said. Blackstone and Apollo Global Management are in talks with ‌Broadcom to participate ​in the financing, following ​a partnership ​the three companies struck ‌in June, the report added.