New Book Says Jared Kushner Funneled Money to Middle East Mercenaries. Kushner Denies It. Princes and Thieves makes explosive claims about the Trump family’s role in Middle Eastern intrigue. Reason · Oct 26
AI Spending Is Surging—But Which Stocks Still Win if It Slows Down? Dell, GE Vernova, Brookfield Asset Management and Core Scientific offer varied risk-reward exposure to the AI infrastructure buildout, from direct server sales to financing and power-capacity plays. MarketBeat · Oct 22
These 3 Green Stocks Have a Growth Story That Goes Far Beyond Washington Green stocks are outperforming on commercial demand, not policy, per LSEG data. Bloom Energy, Ecolab, and Brookfield Renewable show growth driven by AI and data-center needs. MarketBeat · Oct 18
Unusual Options Activity in These 4 Stocks Shows Bull and Bear Vertical-Spread Setups Inflation’s rise and market volatility are pressuring alternative asset managers. Unusual options activity in Apollo, Blackstone, Brookfield, and KKR suggests vertical spreads—bull put, bear put, or bear call—can offer defined-risk ways to trade bullish or bearish views. Barchart · Oct 15
Did You Copy Nancy Pelosi's Bloom Energy Trade? Shares Surge 44% Since Late-August Disclosure Bloom Energy shares rose more than 44% after Nancy Pelosi disclosed a multimillion-dollar investment, driven by AI data-centre demand and major deals. International Business Times UK · Sep 30
US Navy approves $44.6 million deal to redevelop former California weapons station The US Navy has approved the financial agreement for redeveloping about 2,422 acres at California’s former Concord Naval Weapons Station. Brookfield Properties, the project’s master developer, will pay $44.6 million plus interest under the deal. The approval allows Concord and Brookfield to begin work on a Specific Plan, with further… The Times of India · Sep 28
Can Bloom Energy Pop the Top Off AI’s Massive Energy Bottleneck? 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. MarketBeat · Sep 21
If You Missed the Nancy Pelosi Rally, Here’s the Case for Buying Bloom Energy Stock Now The stock continues to have its merits despite the Pelosi-induced rally. Amid an AI selloff, here's a case for re-entering the stock. Barchart · Sep 16
Aussie plumbing products giant to be acquired for $3.9b Plumbing and heating solutions company Reliance Worldwide has agreed to be bought out by private equity giant Brookfield, giving its investors a windfall. AAP · Sep 16
From US to Vietnam: How foreign real estate players are making a big entry into India International real estate players are actively investing in India's expanding urban landscape. Foreign developers and investors are exploring residential and mixed-use projects. This trend is driven by India's rapid urbanization and rising incomes. Companies are partnering locally to navigate complex market regulations. The nation's property market is becoming a significant… The Economic Times · Sep 8
Canadian Pension Fund La Caisse buys 24% stake in India's Altius for Rs 12,100 crore La Caisse acquired a twenty-four percent stake in Altius Telecom Infrastructure Trust. This significant investment amounts to approximately twelve thousand one hundred crore rupees. Altius Telecom Infrastructure Trust operates over two hundred fifty-eight thousand telecom towers across India. Brookfield remains Altius' largest investor after this transaction. The deal brings another… The Economic Times · Sep 2
Wall street bets on shielding Indian real estate from climate disaster Climate resilience is emerging as a new measure of value in India's realty market. Investors are pouring money into infrastructure to protect rental income and asset values. This reflects a broader shift unfolding across India's significant real estate market. Capital is migrating toward buildings that can withstand a hotter, wetter… The Economic Times · Sep 2
Jefferies initiates coverage on Leela Hotels with Buy rating, sees 22% upside Jefferies initiated coverage on Leela Hotels with a Buy rating and a Rs 675 target, citing India’s premiumisation trend, rising luxury travel demand and the company’s owned-led expansion strategy. The brokerage expects strong revenue and earnings growth through FY29, supported by higher room rates, leisure exposure and Brookfield backing. The Economic Times · Aug 31
Hitachi Energy India, GE Vernova, other power capex stocks rise up to 5%. Two reasons behind the surge Power capex stocks such as Hitachi Energy India, GE Vernova, TD Power and CG Power witnessed an uptick on Thursday, tracking Nvidia’s strong data-centre growth and bullish revenue outlook. Expectations of sustained AI infrastructure spending boosted sentiment, while US restrictions on Chinese power equipment added to optimism over demand for… The Economic Times · Aug 27
MarketBeat · Aug 14 NVIDIA's $500 Billion GPU Financing Deal Fuels Path Toward $270 NVIDIA lines up over $500 billion in third-party capital, backed by BlackRock, Apollo, Brookfield, and Goldman Sachs, to finance AI GPU capacity through securitized loans.
The Economic Times · Aug 12 Nvidia partners with Wall Street giants to raise $500 billion for AI buildout Nvidia signed memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR for the financing platforms. Nvidia CEO Jensen Huang said on X that the company has the option to backstop up to $125 billion, or 25% of the potential deals.
International Business Times UK · Aug 11 Nvidia Triggers Trillion-Dollar Bubble Fears After Wall Street Hands Firm Five-Hundred Billion Nvidia collaborates with top financial firms to mobilise $500bn for AI infrastructure, aiming to transform AI computing into a sustainable asset.
Barchart · Aug 7 At a Conference Where CEOs Manage $15 Trillion, Michael Milken Did the Math Out Loud: A Single $10,800 Deposit Becomes $1 Million — But Only if You Hit 1 Number Compound interest is still king and the real key to wealth, but maintaining a consistent rate of return is much harder said than done in reality.
The Independent UK · Jul 30 Federal government to turn a Kentucky uranium plant into an AI data center and gas power complex The U.S. Department of Energy is harnessing the artificial intelligence boom in its bid to convert another Cold War-era uranium enrichment site
The Economic Times · Jul 30 Brookfield launches $600 million renewable energy platform Lumara to accelerate India's clean power expansion Brookfield has introduced Lumara, a new renewable energy platform aimed at transforming India's energy landscape. With an investment of about $600 million, Lumara will focus on solar, wind, and battery storage projects. This initiative seeks to streamline development processes while aiding decarbonization efforts for various sectors, thereby enriching Brookfield’s established…
MarketBeat · Jul 29 Why Bloom Energy May Be the Most Important AI Infrastructure Stock Bloom Energy posted Q2 revenue growth over 165%, raised guidance, and secured a $25 billion Brookfield backstop, underscoring its role powering AI data centers.
The Economic Times · Jul 29 NextEra, Brookfield plan $100 billion Kentucky data center campus NextEra, the largest US utility, would deliver 2 gigawatts of natural gas-fired power and 2.6 GW of battery storage capacity to support the data center, while Brookfield would own and operate the 1.8 GW campus, the companies said.
The Economic Times · Jul 28 Brookfield sees 6.5 GW of AI data-centre capacity coming online in India Brookfield expects 6.5 gigawatts of AI data-center capacity to emerge in India. This growth anticipates rising AI inferencing demand across the Indian market. Non-AI data center capacity is also projected to increase significantly. Brookfield's Digital Connexion venture currently operates 60 megawatts of leased capacity. The firm also plans substantial renewable…
The Economic Times · Jul 28 Brookfield bets on grid-ready Indian states for green investment Brookfield Asset Management plans to focus new renewable energy investments in southern India, citing stronger transmission networks and lower grid curtailment than western and northern states. It said grid bottlenecks remain a temporary challenge as it targets expanding its renewable energy portfolio from 12 GW to 45 GW while also…
Barchart · Jul 27 Dear Bloom Energy Stock Fans, Mark Your Calendars for July 28 Bloom Energy reports Q2 earnings on July 28. See what analysts expect, how Q1 records raised the bar, and why Oracle and Brookfield deals matter.