BX Blackstone Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
20:37
20 авг
20 авг
Broadcom is in talks to raise up to $100 billion in debt for AI chip financing with Blackstone.
Broadcom is in talks to raise up to $100 billion in debt for AI chip financing with Blackstone and Apollo, but the tweet is a factual news report without an author position.
Низ.
22:42
18 авг
18 авг
Watch BX; PA pressures QTS, share gain
Monitor Blackstone; the Pennsylvania GRID order pressures QTS project NPV/timing, while Blackstone's scale and integrated power/data-center position may support relative market share.
Сред.
16:32
13 авг
13 авг
AI financiers earn huge infrastructure fees.
Goldman Sachs and other leading underwriters and asset managers — Apollo, BlackRock, Blackstone, Brookfield and KKR — are positioned to benefit from Nvidia's AI compute infrastructure partnerships; they are involved in funding $500 billion of third-party capital and could earn about 7% of that, roughly $35 billion.
Выс.
14:24
13 авг
13 авг
Financing partners win from GPU-backed lending.
Josh argues the assembled Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR can lend against transferable NVIDIA GPUs, collect high rates, and rely on NVIDIA's depreciation insurance/backstop; if borrowers fail, GPUs can be clawed back and redeployed. He calls the deal a huge win for the banks/asset managers.
Сред.
19:45
12 авг
12 авг
Blackstone is considering abandoning plans to raise roughly three billion dollars in debt that.
Blackstone is considering abandoning plans to raise roughly three billion dollars in debt that would have returned cash to investors.
15:46
12 авг
12 авг
Blackstone is reportedly considering terminating a three billion dollar stakes-for-cash deal.
Blackstone is reportedly considering terminating a three billion dollar stakes-for-cash deal according to Business.
04:25
12 авг
12 авг
NVDA forms AI infrastructure financing platforms
Reports NVDA and six financial firms forming AI-infrastructure financing platforms aimed at >$500B of potential third-party capital; no directional call, with caveat that capital is not committed.
Низ.
23:20
11 авг
11 авг
Blackstone/La Caisse buy Aeroplan stake
Reports Blackstone and La Caisse buying 25% of Air Canada's Aeroplan loyalty program; no stance.
Сред.
21:32
11 авг
11 авг
The author summarizes strong earnings and AI infrastructure news across multiple names.
The author summarizes strong earnings and AI infrastructure news across multiple names but provides no personal positions or forward calls, framing everything as factual market recap.
16:56
11 авг
11 авг
New data center asset class attracting capital.
The creation of data center/infrastructure financing as a new asset class presents an opportunity for investors overexposed to equities to move into high credit quality, long-term return investments, similar to the mortgage-backed securities market, benefiting the asset management firms partnering with Nvidia.
Сред.
15:25
11 авг
11 авг
"Watch GAI capital providers on NVDA MOU"
"Watch BX, APO, KKR, and BAM as GAI infrastructure capital providers reacting to NVDA's data-center MOU; the author notes strength but discloses no position."
Сред.
22:36
10 авг
10 авг
Buy private equity from AI capex.
Private equity and alternative asset managers such as Blackstone, Carlyle, KKR, and Apollo are rising because AI-related capital raising is seen as directly benefiting the firms that are funding the AI build-out. Their stock strength also signals that market participants are not in risk-averse mode and are willing to take on exposure to AI infrastructure financiers.
Сред.
21:56
10 авг
10 авг
Blackstone joins NVIDIA $500B AI infrastructure platform
Blackstone named as one of six institutional partners in NVIDIA's new AI infrastructure financing platform targeting $500B+ in third-party capital deployment.
Низ.
16:42
10 авг
10 авг
Watch AI financing consortium; no author position
Watch APO, BX, BLK, KKR, BAM, GS and NVDA as participants in a potential $500B NVIDIA-linked AI infrastructure financing consortium; this is a news read-through, not an author-owned long.
Сред.
14:30
10 авг
10 авг
Watch BX as best-positioned GAI infrastructure PE
Watch BX rather than chase; author highlights Blackstone's scale, AI-infrastructure fundraising leadership, and portfolio-company AI execution, but gives no ownership or entry signal.
Сред.
14:05
10 авг
10 авг
Notes Blackstone's strong AI integration efforts.
Notes Blackstone's strong integration of AI and financing efforts ahead of an upcoming executive interview, no directional view.
Низ.
15:00
07 авг
07 авг
Blackstone is the financial partner in the NVIDIA Energy JV, helping fund a pipeline of new generation projects.
Выс.
20:25
05 авг
05 авг
Blackstone PE momentum flagged; watch BX
Watch BX as the author highlights Blackstone's report that its US PE portfolio revenue is growing 12% YoY; no explicit ownership or directional position is stated.
Сред.
15:00
05 авг
05 авг
The company is reducing its operating footprint from more than a dozen countries to roughly half, rotating over $3 billion in capital to focus on US, Japan, and select Europe, and explicitly aims to scale in asset classes like infrastructure equity and primary private equity. — Indicates intensifying competition from a major insurance-linked asset manager in private markets, putting pressure on existing alternative asset managers to differentiate.
Сред.
14:00
05 авг
05 авг
Blackstone is gaining exposure to outpatient medical via HealthPeak's platform, which could lead to further capital deployment and bolster HealthPeak's AUM and fee income.
Выс.
13:30
04 авг
04 авг
Blackstone provided $5.34B in committed capital for Williams' power innovation JV at a capped 6.35% cost of equity, enabling Williams to scale without dilutive equity.
Выс.
23:10
02 авг
02 авг
Blackstone JVs support Google TPU scaling
Notes Barclays report mentioning Blackstone joint ventures supporting Google's TPU merchant model scaling.
Сред.
14:00
31 июл
31 июл
Franklin's fixed income platform is integrating public and private credit, with the goal of becoming a $620 billion unified fixed income manager, which will impact how they compete for institutional mandates. — This signals a strategic push to offer integrated public and private credit solutions, directly competing with the larger alternative asset managers and traditional asset managers for institutional capital.
Сред.
02:21
31 июл
31 июл
Watch BX after the Jon Gray interview and the prior research thesis on Blackstone's AI.
Watch BX after the Jon Gray interview and the prior research thesis on Blackstone's AI infrastructure, private credit, and real estate exposure; no explicit long position was declared.
Сред.
22:20
30 июл
30 июл
HSBC will sell a 36 billion Australian dollar home and personal loan portfolio to Blackstone's.
HSBC will sell a 36 billion Australian dollar home and personal loan portfolio to Blackstone's Virgo Bidco Pty Ltd, with the disposal expected to generate an immaterial loss and close in the first half of 2027.
21:30
30 июл
30 июл
Blackstone Private Credit Fund reports that institutional investor demand for private credit.
Blackstone Private Credit Fund reports that institutional investor demand for private credit remained strong across the market in the second quarter of 2026.
14:03
30 июл
30 июл
Watch BX as the sponsor of a highly oversubscribed IPO.
Watch BX as the sponsor of a highly oversubscribed IPO, reflecting strong execution and deal flow capability.
Сред.
21:41
28 июл
28 июл
Same as BlackRock – the article names Blackstone in the context of senior credit executive resignations, signaling potential deterioration in private credit operations.
Same as BlackRock – the article names Blackstone in the context of senior credit executive resignations, signaling potential deterioration in private credit operations.
Risk: Increased redemption pressure or credit losses could hit Blackstone's alternative asset management revenues.
04:28
27 июл
27 июл
JPMorgan lowered its price target on Blackstone to $131 from $132.
JPMorgan lowered its price target on Blackstone to $131 from $132, according to the news wire report.
12:13
25 июл
25 июл
Blackstone, KKR, and Brookfield have acquired a stake in Kuwaiti pipelines as part of a sixteen.
Blackstone, KKR, and Brookfield have acquired a stake in Kuwaiti pipelines as part of a sixteen billion dollar capital raising effort.
Об аналитическом покрытии BX
Buzzberg отслеживает BX (Blackstone Inc.) в 48 источниках. Бычьих сигналов: 57, медвежьих: 11, от 135 аналитиков. Сентимент преимущественно бычий (19%). Всего отслеживается 247 торговых идей. Последние спикеры: TheValueist, Clem Chambers, Josh Kale.