Blackstone trades at a steep discount despite record $1.3T AUM and 25% YoY distributable earnings growth in Q1. BX is now the world's largest data center investor, with $160B in facilities and a pipeline to potentially double capacity. Fee-related earnings grew 23% YoY; management highlights BX as a premier AI infrastructure play with robust dividend yield near 3.8%.

seekingalpha.com - 2026-07-15 12:40:41

SAN FRANCISCO--(BUSINESS WIRE)--Today, Anthropic, Blackstone, and Hellman & Friedman introduced Ode with Anthropic (“Ode”), the AI services firm announced earlier this year, now launching under its official name and brand. Ode is a standalone company that combines Anthropic's frontier AI models, a team of experienced AI engineers and operators, and the backing of a consortium of leading investors. Alongside the founding partners, the investor consortium includes Goldman Sachs, General Atlan.

businesswire.com - 2026-07-15 10:00:00

AI models are becoming ever more capable, but exactly what enterprise adoption will look like remains a big question. In a bid to shape that future, labs like Anthropic and OpenAI have spun up separate businesses dedicated to deploying AI engineers to their customers' offices — a bet that assisting businesses in figuring out how to use their AI models is the next trillion-dollar category.

techcrunch.com - 2026-07-15 09:10:47

WMB secures a $5.34 billion Blackstone-led investment to accelerate five Power Innovation projects while retaining control and boosting financial flexibility.

zacks.com - 2026-07-14 09:16:04

Blackstone Inc. is a high-quality asset manager trading at an attractive valuation, offering a compelling Buy opportunity ahead of Q2 earnings. BX benefits from strong industry tailwinds—higher inflation, global wealth growth, demographic shifts, and AI infrastructure exposure—driving robust capital inflows and AUM growth. BX has a history of outperforming conservative analyst EPS estimates, with potential for double-digit earnings growth and positive Q2 surprises.

seekingalpha.com - 2026-07-13 16:12:47

U.S. pipeline operator ​Williams said on Monday ‌a consortium led by Blackstone will invest $5.34 billion for ​a 49% noncontrolling stake ​in five of its behind-the-meter ⁠power generation projects.

reuters.com - 2026-07-13 09:23:27

Business Insider sat in exclusively on Blackstone President Jon Gray's advice to summer interns. Gray told them that a trifecta of traits will help them get ahead at the firm.

businessinsider.com - 2026-07-11 07:14:01

Direct lending by U.S. private credit firms fell sharply in the second quarter even as fund-raising by such firms rebounded, underscoring the deviation between capital raised for the asset class and ​the deal flow to absorb it.

reuters.com - 2026-07-09 12:32:47

Private equity groups Blackstone and TPG are seeking more than $4 billion ​for medical technology firm Hologic's surgical unit, ‌the Financial Times reported on Thursday, citing people familiar with the matter.

reuters.com - 2026-07-09 01:22:03

Investors looking for stocks in the Financial - Miscellaneous Services sector might want to consider either Orix (IX) or Blackstone Inc. (BX). But which of these two stocks is more attractive to value investors?

zacks.com - 2026-07-08 12:41:09

NEW YORK & HOUSTON--(BUSINESS WIRE)--Blackstone (NYSE: BX) today announced that funds managed by Blackstone Energy Transition Partners (“Blackstone”) have entered into a definitive agreement to acquire Dresser Utility Solutions (“Dresser”), a premier provider of mission-critical natural gas and water measurement, control and infrastructure equipment solutions, from First Reserve. This represents the first investment of the most recent vintage of Blackstone's private equity energy transition veh.

businesswire.com - 2026-07-06 10:00:00

Blackstone, CVC ‌Capital Partners and Japan's MUFG are ​among bidders for ​a stake in Vietnamese ⁠fintech firm ​MoMo as it presses ahead with ​a partial sale, two people with direct knowledge of ​the matter said.

reuters.com - 2026-07-03 06:32:24

Blackstone's applied AI engineers drive AI transformation across the firm's investors' processes. The job requires technical building skills, but also lots of meetings to keep everyone aligned.

businessinsider.com - 2026-07-03 05:12:01

Blackstone's QTS said on Thursday it had terminated its planned Digital Gateway ​data center project in Virginia and withdrawn ‌the associated filings after years of planning and regulatory review.

reuters.com - 2026-07-02 18:17:00

For most of the post-2008 era, Oppenheimer's Chris Kotowski was the guy telling you to keep buying the big banks.

247wallst.com - 2026-07-01 18:45:07

Let us begin with a midyear summary of index results that might surprise you in light of the triple-digit gains for so many growth stocks in the S&P 500.

marketwatch.com - 2026-07-01 12:10:00

Digital Realty said Tuesday is purchasing a $3.5 billion stake in three data centers from Blackstone. The global data center firm fell in premarket trading following the announcement.

cnbc.com - 2026-06-30 04:57:08

AUSTIN, Texas, June 30, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation and interconnection solutions, announced today the pricing of an underwritten registered public offering of 12,310,249 shares of its common stock by affiliates of Blackstone Inc. (collectively, “Blackstone”) at a public offering price of $185.00 per share. The shares of common stock being sold in this offering will be issued to Blackstone upon the closing of the acquisition by the company of Blackstone's interests in the Digital Carver Dulles 9 and Digital Carver Brickyard joint ventures (the "Blackstone Acquisition"), which is expected to occur on June 30, 2026. Each share of non-voting common stock will automatically convert into one share of the company's common stock upon its transfer by Blackstone in connection with this offering.

globenewswire.com - 2026-06-30 00:26:00

Digital Realty ​said on ‌Monday it ​would ​acquire a majority ⁠stake ​in three ​fully leased Northern ​Virginia ​data centers from ‌Blackstone-managed ⁠funds in a deal ​valuing ​the ⁠assets ​at $7.8 billion.

reuters.com - 2026-06-29 16:14:35

AUSTIN, Texas, June 29, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation and interconnection solutions, announced today an underwritten registered public offering of $2,346 million of shares of its common stock by affiliates of Blackstone Inc. (collectively, “Blackstone”). The shares to be sold in the offering consist of shares of non-voting common stock that will be issued to Blackstone only upon the closing of the previously announced acquisition by the company of Blackstone's interests in the Digital Carver Dulles 9 and Digital Carver Brickyard joint ventures (the “Blackstone Acquisition”), which is expected to close on June 30, 2026. Upon transfer of the non-voting common stock by Blackstone in connection with this offering, such shares will automatically convert into shares of common stock. The offering is conditioned upon the closing of the Blackstone Acquisition and the issuance of the non-voting common stock to Blackstone.

globenewswire.com - 2026-06-29 16:07:00

Increases Ownership in New, High-Quality, Fully-Leased Hyperscale Assets in Top U.S. Market Increases Ownership in New, High-Quality, Fully-Leased Hyperscale Assets in Top U.S. Market

globenewswire.com - 2026-06-29 16:04:00

APO and ARES cap withdrawals again as redemption requests outpace fund limits, highlighting persistent liquidity pressures across private credit.

zacks.com - 2026-06-29 10:31:21

SHO is set to sell the Hyatt Regency San Francisco to a Blackstone fund for $279M as it redeploys proceeds through share buybacks and weighs further uses.

zacks.com - 2026-06-24 13:42:06

Dan Oneglia, liquid-credit strategist, called the capping mechanism a “feature and not a flaw” of the structure.

marketwatch.com - 2026-06-24 08:11:00

Blackstone is planning ​to invest $30 ‌billion in Japan's ​artificial intelligence ​data centers over ⁠the ​next three ​to five years, its president ​and ​chief operating officer Jonathan ‌Gray ⁠told Nikkei in a ​recent ​interview, ⁠the business daily ​reported ​on ⁠Tuesday.

reuters.com - 2026-06-23 12:07:55

APO, ARES, BX, KKR and JPM join the BoE first private-market stress test to gauge whether a severe global downturn could expose wider risks.

zacks.com - 2026-06-22 11:01:16

AirTrunk, the Blackstone (BX)-backed data center operator, is in talks with banks for a A$4.3 billion ($3 billion) loan to support a new Australian project, as

gurufocus.com - 2026-06-19 13:15:00

TYSONS, Va.--(BUSINESS WIRE)--Medallia, the global leader in customer and employee experience, today announced that it has entered into a recapitalization agreement with its lenders that will strengthen its financial foundation for long-term growth. The transaction will significantly reduce Medallia's outstanding debt and provide $150 million of new capital, positioning the company to accelerate AI-driven innovation and customer-focused product investment. Upon completion of the transaction, Med.

businesswire.com - 2026-06-17 07:30:00

The $35 billion will be used to facilitate Anthropic's data center capacity expansion. As more money piles into the construction of AI infrastructure, demand for Micron's high-bandwidth memory increases.

fool.com - 2026-06-17 02:42:00

ALPHARETTA, Ga.--(BUSINESS WIRE)--Blackstone Credit & Insurance (“BXCI”) today announced the launch of SablePointe Credit Strategies (“SablePointe”), a new platform supporting origination, underwriting, and portfolio management in asset-based lending. SablePointe has hired James Garlick, former co‑founder of Wingspire, as President to lead its buildout and strategic growth. Headquartered in Alpharetta, Georgia, SablePointe will support BXCI as it sources, structures, and manages senior secu.

businesswire.com - 2026-06-16 07:00:00

The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha between June 5 and June 11. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.

seekingalpha.com - 2026-06-14 22:27:00

Whenever I can buy an elite dividend machine with major macro tailwinds at a big discount, I jump at the opportunity. I list 3 of these rare compelling buying opportunities in this article. I also detail their investment theses.

seekingalpha.com - 2026-06-13 10:11:23

Apogee Therapeutics NASDAQ: APGE executives outlined plans to advance zumilokibart, the company's IL-13-targeting antibody, into late-stage development for atopic dermatitis while expanding the program into asthma and eosinophilic esophagitis, during a Goldman Sachs discussion hosted by lead biotechnology equity research analyst Salveen Richter.

marketbeat.com - 2026-06-10 22:05:04

The Alphabet-Blackstone neocloud joint venture signals more creative AI infrastructure financing, in a possible boost for Google stock.

investors.com - 2026-06-10 11:22:06

"The year of the IPO is definitely on," Martin Brand, head of Blackstone Capital Partners, says while speaking with Bloomberg's Dani Burger at the SuperReturn International Conference in Berlin. -------- More on Bloomberg Television and Markets Like this video?

youtube.com - 2026-06-10 10:51:15

Blackstone Inc. (BX) is rated a Buy, offering quality growth at discounted valuations despite sector-wide private credit concerns. BX's diversified model, robust credit underwriting, and focus on investment-grade secured debt position it to absorb private credit shocks better than peers. Key growth catalysts in AI/data center infrastructure, 401(k) regulatory changes, and perpetual capital, are not fully priced into BX shares.

seekingalpha.com - 2026-06-10 08:37:15

Blackstone Inc. (BX) Presents at Morgan Stanley US Financials Conference 2026 Transcript

seekingalpha.com - 2026-06-09 16:12:14

Broadcom (AVGO), Apollo (APO), and Blackstone (BX) have joined forces on the AI XPV Platform, putting $35 billion to work in a first tranche to fund Anthropic's

gurufocus.com - 2026-06-09 12:01:00

Apollo and Blackstone are financing a $35 billion expansion of AI computing capacity for Anthropic using Broadcom's custom chips and networking solutions ​as part of a tie-up between the asset managers and ‌the chipmaker.

reuters.com - 2026-06-09 11:52:25

Broadcom, Apollo Global Management and Blackstone are launching a platform aimed at financing AI infrastructure, beginning with Anthropic's expansion plans.

barrons.com - 2026-06-09 10:50:00

Broadcom said it will partner with Apollo Global Management and Blackstone's credit and insurance business to launch a platform backed by an initial $35 billion to finance artificial-intelligence infrastructure.

wsj.com - 2026-06-09 09:47:00

BX's stock price has recently dropped by nearly 40%. And it left investors wondering whether it's time to sell or buy even more. BX's fundamentals don't justify the sell-off, as its inflows, fee growth, AUM, and other key metrics were either record-level or very strong. The market is wrong about BX being a victim of AI. In fact, it's one of the beneficiaries.

seekingalpha.com - 2026-06-09 09:31:17

Platform Launches with $35 Billion Transaction for More Than 1 Gigawatt Led by Apollo in Partnership with Blackstone PALO ALTO, Calif. and NEW YORK, June 9, 2026 /PRNewswire/ -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced the establishment of the AI XPV Platform with Apollo (NYSE: APO) and Blackstone's (NYSE: BX) Credit & Insurance Business as initial anchor investors.

prnewswire.com - 2026-06-09 09:00:00

NEW YORK, June 09, 2026 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced that Apollo-managed funds and affiliates are leading an initial $35 billion capital solution as part of Broadcom's new AI XPV Platform (the “Platform”), in partnership with Blackstone (NYSE: BX) and leading global banks. The Platform is designed to enable over 20GW in compute capacity for leading frontier AI labs through 2028.

globenewswire.com - 2026-06-09 09:00:00

KKR, APO, BX, OWL and BLK slide after Cliffwater's Corporate Lending Fund faces Q2 redemption requests equal to 17% of shares, exposing liquidity strains.

zacks.com - 2026-06-04 10:01:42

Blackstone restricts flagship fund withdrawals as private asset fears reemerge

cnbc.com - 2026-06-04 08:43:22

The fund capped client redemptions at 5%, an about face from Blackstone's decision to pay out all requests earlier this year.

wsj.com - 2026-06-04 08:30:00

Apogee Therapeutics NASDAQ: APGE executives said the company is preparing to move its lead drug candidate, zumilokibart, into Phase 3 testing later this year after reporting Phase 2b data in atopic dermatitis and securing a major financing agreement with Blackstone.

marketbeat.com - 2026-06-04 05:04:57

Blackstone-backed Liftoff Mobile said on Wednesday it has raised $437 million in its U.S. initial public offering, as ​a busy summer for listings gathers pace and encourages more ‌companies to test investor appetite.

reuters.com - 2026-06-03 20:48:17

TransAlta Corp ​said on Wednesday it ‌will acquire two natural gas-fired peaking facilities near ​Denver, Colorado, from Blackstone for ​about $1 billion.

reuters.com - 2026-06-03 16:37:17