{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Mexico Asset Management news", "home_page_url": "https://sharemaestro.com/newsreel/mx/financial-services/asset-management/", "feed_url": "https://sharemaestro.com/newsreel/mx/financial-services/asset-management/feed.json", "description": "Latest Asset Management company headlines from Mexico, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:7239d9496ab086da1fa9c732bb884e9cac0d4a0da7cec179a6c0d5bab70eaf01", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-plan-envelops-164209178.html", "title": "Nvidia\u2019s $500 Billion Plan Envelops Wall Street in Its AI Frenzy", "content_text": "(Bloomberg) -- Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health Startup Investors US Readies Unprecedented 'Economic Isolation' Plan for Iran Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe OpenAI's Annualized Revenue Tops $40 Billion Ahead of IPO With slow progre", "date_published": "2026-08-14T16:42:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:611afc124f8050101341d9e439dfff56e86f554ce8b5efa091422270526dd3ce", "url": "https://www.nasdaq.com/articles/larry-finks-blackrock-just-crossed-153-trillion-assets-heres-what-scale-actually-earns", "external_url": "https://www.nasdaq.com/articles/larry-finks-blackrock-just-crossed-153-trillion-assets-heres-what-scale-actually-earns", "title": "Larry Fink's BlackRock Just Crossed $15.3 Trillion in Assets. Here's What That Scale Actually Earns.", "content_text": "Key Points BlackRock is a dominant player in asset management with $15 trillion in assets under management. In the recent quarter, BlackRock saw AUM increase 22%, while its profit margins expanded to their highest in nearly five years. The company is seeing strong growth in higher-margin alternative assets and active investment strategies. 10 stocks we like better than BlackRock \u203a In the world of asset management, BlackRock(NYSE: BLK) stands out among the rest. BlackRock ushered in the era of passive investing and exchange-traded funds (ETFs) and has become a powerhouse in financial services, ", "date_published": "2026-08-14T09:52:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:965eed5c760dd66643193059a0b4fa0ead83ae046a207f91f369117a73e18537", "url": "https://finance.yahoo.com/m/0c68a0c2-c138-3e40-a912-cc988ba9ed25/this-credit-fund-lends-where.html", "external_url": "https://finance.yahoo.com/m/0c68a0c2-c138-3e40-a912-cc988ba9ed25/this-credit-fund-lends-where.html", "title": "This Credit Fund Lends Where Investors Fear to Tread", "content_text": "Blue Owl Technology Finance shares trade at a 31% discount to its portfolio valuation due to fears that AI will disrupt its software borrowers. Continue Reading", "date_published": "2026-08-13T21:48:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "OWL"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "OWL", "name": "BLUE OWL CAPITAL INC", "sentiment_url": "https://sharemaestro.com/sentiment/12b8464d-954c-470c-ab74-8a90558d27a9/"}]}}, {"id": "source:23158cc3701cfd18da86fb457d6bbdfe3c20cd8d6154fe6ec70fdf22d8195f06", "url": "https://finance.yahoo.com/markets/stocks/articles/brookfield-corporation-q2-2026-earnings-171702650.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/brookfield-corporation-q2-2026-earnings-171702650.html", "title": "Brookfield Corporation Q2 2026 Earnings Call Summary", "content_text": "Brookfield Corporation Q2 2026 Earnings Call Summary - Moby Strategic Drivers and Operational Context Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Performance was driven by a 15% increase in distributable earnings before realizations, supported by record fundraising of $98 billion and $100 billion in capital deployment. Management attributes their competitive advantage to an integrated scale that combines real estate, energy, infrastructure, and credit to deliver multifaceted solutions f", "date_published": "2026-08-13T17:17:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BN1N"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BN1N", "name": "BROOKFIELD CORPORATION", "sentiment_url": "https://sharemaestro.com/sentiment/ab3c4984-b5d2-453c-a158-b050107ba6f9/"}]}}, {"id": "source:cb06f6881a4ca0938732efe5068ee1c6a1d658b8fcc1c0e0dcadc224181ff274", "url": "https://finance.yahoo.com/healthcare/articles/opko-health-expands-strategic-relationship-131500140.html", "external_url": "https://finance.yahoo.com/healthcare/articles/opko-health-expands-strategic-relationship-131500140.html", "title": "OPKO Health Expands Strategic Relationship with HealthCare Royalty Through $125 Million Notes Issuance Secured by Mazdutide Royalty Interests", "content_text": "OPKO Health, Inc. Transaction provides additional non-dilutive capital and enhanced financial flexibility while preserving meaningful long-term royalty upside MIAMI, Fla., Aug. 13, 2026 (GLOBE NEWSWIRE) -- OPKO Health, Inc. (NASDAQ: OPK) today announced the expansion of its financing relationship with HealthCare Royalty, a business of KKR (HCRx), through the issuance of an additional $125 million aggregate principal amount of senior secured notes. The newly issued notes are secured by OPKO's royalty interests arising under its mazdutide license agreement with Eli Lilly and Company and mature i", "date_published": "2026-08-13T13:15:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:d0b1009920e170a783e9fc3cba841ffeb6df0f4b7975a2105fcdb97a770b0154", "url": "https://finance.yahoo.com/m/9b52f5cb-51ec-3c77-8b55-17a6a41373a0/how-steve-potash-digitized.html", "external_url": "https://finance.yahoo.com/m/9b52f5cb-51ec-3c77-8b55-17a6a41373a0/how-steve-potash-digitized.html", "title": "How Steve Potash Digitized The World's Libraries", "content_text": "Steve Potash was fed up with shuffling forms and documents when he began his career as a lawyer. So he developed technology to do the job for him. Continue Reading", "date_published": "2026-08-13T12:00:35+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:12aff718f2ca6966bc4fbef9a0cb45282fe935ab745fff1af089d7959e7f9ed9", "url": "https://finance.yahoo.com/markets/stocks/articles/brookfield-corporation-reports-15-increase-104500503.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/brookfield-corporation-reports-15-increase-104500503.html", "title": "Brookfield Corporation Reports 15% Increase in Earnings", "content_text": "Brookfield Corporation Record Fundraising Increases Deployable Capital to $210 Billion Completed Acquisitions of Oaktree and Just Group While Continuing Share Repurchases BROOKFIELD, NEWS, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Brookfield Corporation (NYSE: BN, TSX: BN) announced strong financial results for the quarter ended June 30, 2026. Nick Goodman, President of Brookfield Corporation, said, \"Our business performed well in the second quarter, with continued momentum driving 15% growth in earnings per share. We were active through the first six months of the year\u2014raising $98 billion of capital,", "date_published": "2026-08-13T10:45:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BN1N"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BN1N", "name": "BROOKFIELD CORPORATION", "sentiment_url": "https://sharemaestro.com/sentiment/ab3c4984-b5d2-453c-a158-b050107ba6f9/"}]}}, {"id": "source:e233c70887dad917e666630f387e6bc97d954768a1c050c02a8fd9415799fdf6", "url": "https://finance.yahoo.com/markets/stocks/articles/1-russell-2000-stock-watchlist-102900409.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/1-russell-2000-stock-watchlist-102900409.html", "title": "1 Russell 2000 Stock on Our Watchlist and 2 That Underwhelm", "content_text": "Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses. Picking the right small caps isn't easy, and that's exactly why StockStory exists - to help you focus on the best opportunities. Keeping that in mind, here is one Russell 2000 stock that could be a breakout winner and two that may face some trouble. Two Stocks to Sell: Kura Sushi (KRUS) Market Cap: $590 million Known for its conveyor b", "date_published": "2026-08-13T10:29:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "STEP"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "STEP", "name": "StepStone Group Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a9a4275d-e883-479b-adaa-365f0565c8d7/"}]}}, {"id": "source:ac9a29e8e74ec15f718940d32d34ec146f327ba52ba0cb100ea174ae27edf5f1", "url": "https://finance.yahoo.com/technology/ai/articles/jensen-huang-says-nvidia-2020-091808137.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/jensen-huang-says-nvidia-2020-091808137.html", "title": "Jensen Huang Says Nvidia\u2019s 2020 A100 GPUs Can Stay \u2018Mission-Capable\u2019 Through 2029\u2014Here\u2019s Why It Matters for the AI Boom", "content_text": "Nvidia Corp.(NASDAQ:NVDA) CEO Jensen Huang said Wednesday that the company's older AI chips can remain economically useful for nearly a decade, pushing back against concerns that rapid advances in AI could quickly make GPUs obsolete. Jensen Huang Says A100 GPUs Can Last Nearly a Decade Huang said on X that Nvidia's A100 fleet is \"mission-capable from 2020 through 2029,\" highlighting the longevity of the company's data center GPUs. The A100 debuted in 2020 as part of Nvidia's Ampere generation. \"NVIDIA computing is more than chips,\" Huang said, pointing to the company's CUDA software platform a", "date_published": "2026-08-13T09:18:08+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:25513b912579c72c4b90cee4d54be826f5047b5c047b5f77f22c3272fd0609a1", "url": "https://finance.yahoo.com/markets/stocks/articles/kkr-kkr-stock-reasonable-ai-001909784.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/kkr-kkr-stock-reasonable-ai-001909784.html", "title": "Is KKR (KKR) Stock Reasonable After Its AI Infrastructure Push?", "content_text": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. KRR stock has delivered a strong 91.3% return over the past three years, yet its current checks send mixed signals, with an intrinsic value estimate from the Excess Returns model pointing to upside while market multiples lean the other way. The 91.3% three year return highlights how strongly KKR has rewarded long term holders, which makes today's entry price more important for new investors. Participation in large scale infr", "date_published": "2026-08-13T00:19:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:bf28c6ceaf7d0729d47b78e70348b4d5d5dc4c3fc6630a3a2d5ab37386beccd5", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-backed-ai-infrastructure-financing-231448947.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-backed-ai-infrastructure-financing-231448947.html", "title": "Nvidia-Backed AI Infrastructure Financing Push Could Be A Game Changer For BlackRock (BLK)", "content_text": "Nvidia and a group of major financial firms, including BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs and KKR, recently signed memorandums of understanding to mobilize over US$500 billion of third-party capital for AI infrastructure, reframing data centers and compute hardware as long-life assets financed through dedicated platforms rather than Nvidia's balance sheet. This positions BlackRock not only as an asset manager but also as a central architect of an emerging AI infrastructure asset class, potentially deepening its role in private markets, digital assets and long-duration income products for institutional clients. We'll now examine how BlackRock's central role in financing AI infrastructure at very large scale could reshape its investment narrative. We've uncovered the 9 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. BlackRock Investment Narrative Recap To own BlackRock, you need to believe its scale in ETFs, technology and alternatives can offset fee pressure and higher costs as it pushes deeper into private markets and infrastructure. The new Nvidia AI financing consortium and the AI Infrastructure Partnership MOU look directionally helpful for reinforcing its alternatives and infrastructure story, but do not materially change the near term tension between premium valuation and execution risk on these newer, more complex platforms. The recent launch of tokenized money market products, including OnChain Shares of the BlackRock Select Treasury Based Liquidity Fund, is especially relevant here because it shows BlackRock extending its technology and digital asset capabilities alongside its AI infrastructure push. This combination of on chain cash management, Bitcoin ETFs and large scale AI data center ownership could become an important proof point for whether technology investments truly support higher margin, stickier revenue streams or simply add to costs and operational risk. Yet beneath the AI and tokenization story, investors should be aware of the growing technology, cyber and operational risks tied to platforms like Aladdin, Preqin and... Read the full narrative on BlackRock (it's free!) BlackRock's narrative projects $35.7 billion revenue and $10.2 billion earnings by 2029. This requires 9.3% yearly revenue growth and an earnings increase of about $3.6 billion from $6.6 billion today. Uncover how BlackRock's forecasts yield a $1314 fair value, a 13% upside to its current price. Exploring Other Perspectives Story Continues BLK 1-Year Stock Price Chart Five fair value estimates from the Simply Wall St Community span roughly US$1,149 to US$1,319 per share, underlining how differently individual investors view BlackRock. Against this spread, BlackRock's push into AI infrastructure and digital products highlights both the appeal of new fee pools and the very real risk that higher technology spend and complexity weigh on margins, so it is worth exploring several viewpoints before forming a view. Explore 5 other fair value estimates on BlackRock - why the stock might be worth just $1149! The Verdict Is Yours Don't just follow the ticker - dig into the data and build a conviction that's truly your own. A great starting point for your BlackRock research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Our free BlackRock research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate BlackRock's overall financial health at a glance. Searching For A Fresh Perspective? The market won't wait. These fast-moving stocks are hot now. Grab the list before they run: Find 49 companies with promising cash flow potential yet trading below their fair value. Invest in the nuclear renaissance through our list of 90 elite nuclear energy infrastructure plays powering the global AI revolution. The future of work is here. Discover the 39 top roboti", "date_published": "2026-08-12T23:14:48+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:6ad2641301b7b922ad38a297c29cc15835593e79eaa9ad29f8a6c2a65c355dfc", "url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-drops-stark-nvidia-202059624.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-drops-stark-nvidia-202059624.html", "title": "Michael Burry Drops Stark Take on Nvidia Stock", "content_text": "This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is taking aim at Nvidia's (NASDAQ:NVDA) $500 billion AI-infrastructure financing strategy, arguing that Wall Street is building a dangerously leveraged system around GPU demand that echoes risks seen before the 2008 financial crisis. The criticism puts a new spotlight on one of the biggest questions surrounding the AI boom: whether soaring chip demand reflects sustainable end-user economics or increasingly complex financing designed to keep capital flowing. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Nvidia has partnered with Apollo (NYSE:APO), BlackRock (NYSE:BLK), Blackstone (NYSE:BX), Brookfield, Goldman Sachs (NYSE:GS) and KKR on financing platforms intended to mobilize more than $500 billion of third-party capital for AI infrastructure over time. Nvidia stresses that the figure is not revenue or a single committed fund and that financing firms will independently assess customer demand, utilization, cash flow and residual values. Burry sees something more concerning. The \"Big Short\" investor described the initiative as a Wall Street stunt and argued that the structures can involve private credit, asset-backed debt and Nvidia capital ultimately funding purchases of Nvidia GPUs. \"I have an idea how that will look,\" Burry wrote. \"Meet the new Boss. Same as the old Boss.\" One focal point is Nvidia's potential backstop. The company says that, in some projects, it may provide residual-value support covering up to 25% of an opportunity. Nvidia argues that older GPUs remain commercially useful and can be redeployed across customers, helping preserve collateral value. That assumption is crucial. If rapidly improving AI chips cause older hardware to depreciate faster than expected, the economics underlying leveraged GPU financing could weaken. Investor Takeaway On Nvidia Stock For Nvidia investors, Burry's critique turns GPU residual values and customer economics into increasingly important metrics. Watch rental prices for older GPUs, utilization rates, customer defaults and how much direct financial support Nvidia ultimately provides. The bullish case holds if chips remain productive for years and financed AI projects generate enough cash to service their debt. The bearish scenario emerges if new architectures rapidly erode older GPU values or heavily financed customers struggle to monetize capacity. Nvidia reports fiscal second-quarter results on Aug. 26, giving investors another opportunity to assess data-center demand, margins and whether infrastructure financing is broadening genuine end-market growth. View Comments", "date_published": "2026-08-12T20:20:59+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:4c6b2cadac828dff3ef1e76df35b34281e967bdeca6653281c09b453a8e340a1", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-stock-jumps-2-5-173022032.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-stock-jumps-2-5-173022032.html", "title": "NVIDIA Stock Jumps 2.5% Today as $500 Billion AI Funding Opens", "content_text": "This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the chip giant powering the AI boom, jumped approximately 2.5% in Wednesday morning trading after unveiling an ambitious plan that could throw even more fuel on the AI infrastructure race. NVIDIA is teaming up with Apollo (NYSE:APO), BlackRock, Blackstone (NYSE:BX), Brookfield, Goldman Sachs (NYSE:GS) and KKR (NYSE:KKR) on independent financing platforms targeting more than $500 billion of third-party capital. That is the number grabbing attention. But the bigger story is what the money could unlock: more data centers, more AI clu", "date_published": "2026-08-12T17:30:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BLK", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}, {"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:fe0851008542653e8994d94c53072909f681f5e43cdbb5f43a048d6e9bcfc037", "url": "https://finance.yahoo.com/technology/ai/articles/nvidias-500-billion-ai-gamble-172823585.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidias-500-billion-ai-gamble-172823585.html", "title": "Nvidia's $500 Billion AI Gamble Raises the Stakes for NVDA Stock", "content_text": "This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is expanding its role in the artificial intelligence industry by helping finance the infrastructure needed to support growing demand, with a $500 billion financing initiative involving major financial firms. The arrangement includes Goldman Sachs (NYSE:GS), BlackRock (NYSE:BLK), Blackstone (NYSE:BX), Apollo Global Management (APO) and other investors. Nvidia may provide financial backing for portions of projects, while debt financing would help customers obtain computing capacity. Warning! GuruFocus has detected 6 Warning Signs with GS. Is GS fairly valued? Test your thesis with our free DCF calculator. The strategy could create another channel for Nvidia revenue as financed projects purchase or lease its GPUs. The company reported $81 billion in quarterly revenue, an 85% increase from a year earlier, while its current-quarter forecast calls for $91 billion. Nvidia's market value has reached about $5.4 trillion, supported by its position in AI computing. The company's expanding financial relationships with AI firms and infrastructure providers could further strengthen its role across the sector. The scale of Nvidia's growth has also prompted debate over financing structures and potential risks. Investors will likely focus on whether rising AI infrastructure spending can continue generating sufficient returns as Nvidia expands beyond its traditional chip business. View Comments", "date_published": "2026-08-12T17:28:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:3ee6926cc2d5f73f5a3648031001bcd59b91e35c94c7d3459e016c72d0254fb4", "url": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "external_url": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "title": "Stocks Settle Lower Ahead of Wednesday\u2019s CPI Report", "content_text": "The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) fell -0.33%. Stock indices settled lower on Tuesday. The lack of a deal to reopen the Strait of Hormuz pushed crude oil prices higher, raised inflation expectations, and weighed on stocks. Also, hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee were bearish for stocks and bonds when he said \"the ", "date_published": "2026-08-12T17:22:29+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:281109b647e6034aa8cfd040ab0158c7b602eeb6b264015845a078db11788b46", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-found-way-keep-ai-161734208.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-found-way-keep-ai-161734208.html", "title": "Nvidia found a new way to keep the AI boom funded: your retirement money", "content_text": "Nvidia has been arguably the No. 1 profiteer of the AI boom, selling the picks and the shovels of the trade. But now it wants Wall Street to figure out how to keep paying for them. On Monday, Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create financing platforms intended to mobilize more than $500 billion for AI infrastructure. The money will largely come from \"third-party investors,\" allowing Nvidia customers to finance chips and data centers while keeping Nvidia's own risk limited and off the balance sheet. Details of the arrangements, like the extent of each deal, are still unknown. But analysts have been watching for a deal like this\u2014that treats AI compute into an infrastructure asset, like a toll road or power plant\u2014that produces cash flows and therefore can support debt. As of now, many have feared the chips instead look like a rapidly depreciating, and thus depleting, pile of graphics processors that will need more and more capital to finance. \"We have moved from an era in which companies bought chips and built data centers project by project to one in which AI factories can be financed as productive infrastructure,\" Nvidia CEO Jensen Huang wrote Tuesday. In Huang's formulation, the premise is simple: \"In AI, compute is revenue.\" Underneath that transformation is a second one: who is actually paying for the AI boom. A year ago, most of Big Tech could claim it was financing AI from its enormous cash flows, accrued from decades of executing software-level thin margins and massive profits. But now debt is taking over. Goldman Sachs estimates AI-related financing now accounts for nearly one-quarter of all gross U.S. investment-grade issuance, while AI investment itself is approaching $600 billion this year. So Nvidia's getting ahead of the whole debacle to find the next pool of money. The chain is straightforward. An independent financing vehicle can raise money to buy Nvidia GPUs and data-center infrastructure. An AI company then leases that compute or commits to using it, creating a stream of payments against whichthe vehicle can borrow. Apollo, KKR, and their peers can structure or manage that debt and place it with the enormous pools of institutional money\u2014mostly insurance and retirement capital\u2014that they oversee. Bloomberg columnist Matt Levine distilled the long-term vision into three steps: Put more private investments into ordinary people's retirement accounts, raise \"a gazillion dollars\" of private-credit and infrastructure funds, and use that money to build the data centers that AI will rent. Story Continues There is a reason those pools of money are attractive. Data centers are expensive, long-lived, and long-standing projects that require financing over many years. Insurers and pension funds, conveniently, have long-dated obligations\u2014annuities that may pay for decades, or retirement benefits owed decades into the future\u2014and therefore look for long-duration assets whose cash flows can be matched against those liabilities. Private-credit and infrastructure managers act as the middlemen, turning projects like data centers into debt those institutions can hold. Nvidia, however, has said it's putting something of its own behind the bet: Huang said the company may provide residual-value support of up to 25% for some projects\u2014effectively promising some protection against the possibility that the chips backing a financing are worth much less in the future than lenders expected. Ben Thompson, who writes the technology strategy publication Stratechery, calls that \"in a certain sense, a price cut\": Nvidia is using its own profits to reduce customers' cost of capital and make Nvidia-based data centers easier to finance. And that is where the deal gets more interesting. The AI boom started with some of the richest corporations in history spending their own cash. Then came bonds. Now Nvidia is helping Wall Street turn compute itself into an investable asset capable o", "date_published": "2026-08-12T16:17:34+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:e9a81e9ba297c660c979093397f13e68649739dfc9e386df5cc5d2e5a9a71ead", "url": "https://finance.yahoo.com/technology/ai/articles/michael-burry-sends-chilling-warning-153902139.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/michael-burry-sends-chilling-warning-153902139.html", "title": "Michael Burry Sends Chilling Warning on Nvidia's $500 Billion AI Plan", "content_text": "This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is facing fresh scrutiny over its planned $500 billion AI infrastructure financing initiative after investor Michael Burry (Trades, Portfolio) questioned the structure of the transactions in a Wednesday post on X. Warning! GuruFocus has detected 6 Warning Signs with GS. Is GS fairly valued? Test your thesis with our free DCF calculator. The program involves Nvidia and financial firms including Apollo Global Management (NYSE:APO), Blackstone (BX), BlackRock (BLK), Brookfield (BN), Goldman Sachs (NYSE:GS) and KKR (NYSE:KKR). The comp", "date_published": "2026-08-12T15:39:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}, {"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:f6f5ff8c86c33b14cf5cad8a766046dce6d00f3b2eafb030ab2e0e11923ec02b", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-ceo-jensen-huang-says-153103929.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-ceo-jensen-huang-says-153103929.html", "title": "Nvidia CEO Jensen Huang Says 'First Time' That Chips Have Become An Investable Asset Class as BlackRock, Blackstone and Others Join $500 Billion AI Push", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Monday, Nvidia Corp. announced that it is teaming up with six of Wall Street's biggest asset managers to unlock more than $500 billion in financing for AI infrastructure. Jensen Huang argued that the company's chips have evolved into \"revenue-generating assets.' Nvidia Wants AI Chips to Become a New Asset Class Nvidia signed memorandums of understanding with Apollo Global Management, BlackRock Inc., Blackstone Inc., Brookfield Asset Management, Goldman Sachs and KKR & Co. Inc. to create financing platforms for its customers. The initiative is designed to help hyperscalers, AI labs and enterprises finance data centers and Nvidia hardware through institutional credit, insurance capital and private investment rather than relying entirely on their own balance sheets. Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge \u2014 and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast Huang said the push marks a major shift in how investors should view AI computing. \"This is really the first time that technology chips have become an investable asset class,\" Huang told CNBC. \"These are revenue-generating assets now. They're productive, they're long-lived, they're fungible, they're flexible.\" Jensen Huang Sees GPUs As Infrastructure Huang argued that Nvidia hardware can be financed much like traditional infrastructure because its chips are widely used and can be deployed across different customers and workloads. \"Fundamentally, what's different about this industry and this way of doing computing is that the computer is now part of the infrastructure, like electricity, like the internet, and so you have to think about it like it's infrastructure,\" Huang told the publication. Trending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time Nvidia Q2 Earnings Outlook Gets Bullish Upgrade Nvidia is set to report its second-quarter results on Aug. 26. In a note published Monday, Bank of America analyst Vivek Arya reiterated Nvidia as a \"top pick\" and set a $350 price target, implying 56.3% upside from the stock's $223.96 price at the time. BofA expects Nvidia to post quarterly revenue of $94 billion to $95 billion, roughly $3 billion to $4 billion above the company's $91 billion guidance. The bank also projects third-quarter guidance of $107 billion to $108 billion, topping the consensus estimate of about $104 billion. Story Continues Nvidia reported first-quarter revenue of $81.615 billion in May, an 85% year-over-year increase that surpassed Wall Street's $78.796 billion estimate. Photo Courtesy: FotoField on Shutterstock.com Read Next: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier. Think you're saving enough for your kids? You might be dangerously off \u2014 see why Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Arrived Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly. Realberry Institutional-quality real", "date_published": "2026-08-12T15:31:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:63403d95ec0dcd6103ebb9f705d2821b68c2c83155e6a4db345f4e4b9bee96a0", "url": "https://finance.yahoo.com/video/nvidia-partners-goldman-sachs-blackrock-152456010.html", "external_url": "https://finance.yahoo.com/video/nvidia-partners-goldman-sachs-blackrock-152456010.html", "title": "Nvidia partners with Goldman Sachs, BlackRock to fund AI build-out \u2014 but there's one big risk", "content_text": "Nvidia (NVDA) is partnering with BlackRock (BLK), Goldman Sachs (GS), Blackstone (BX), and other major firms on Wall Street to fund its AI build-out. Monachil Capital Partners managing partner and chief investment officer Ali Meli breaks down the structure of the financing agreement, highlighting one main risk. Video Transcript 00:00 Speaker A If you look at the size of the AI build out, uh the CAPEX expenditure for next year is going to be projected to be north of 1 trillion dollars. And that's uh just a hyperscalers. And then if you add other components like the fact that there is going to b", "date_published": "2026-08-12T15:24:56+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:695051df9256ae7f500d43156d7fecd6a4c4e3ddb31bb53b218e7c53b1a1542f", "url": "https://finance.yahoo.com/markets/stocks/articles/custody-bank-stocks-q2-highlights-141322625.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/custody-bank-stocks-q2-highlights-141322625.html", "title": "Custody Bank Stocks Q2 Highlights: State Street (NYSE:STT)", "content_text": "Custody Bank Stocks Q2 Highlights: State Street (NYSE:STT) Looking back on custody bank stocks' Q2 earnings, we examine this quarter's best and worst performers, including State Street (NYSE:STT) and its peers. Custody banks safeguard financial assets and provide services like settlement, accounting, and regulatory compliance for institutional investors. Growth opportunities stem from increasing global assets under custody, demand for data analytics, and blockchain technology adoption for settlement efficiency. Challenges include fee pressure from large clients, substantial technology investme", "date_published": "2026-08-12T14:13:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "STEP"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "STEP", "name": "StepStone Group Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a9a4275d-e883-479b-adaa-365f0565c8d7/"}]}}, {"id": "source:3c76388e03c94237657aff6a8125fb38b2bde6db7cb058c4e35871aedde1f433", "url": "https://finance.yahoo.com/technology/ai/articles/nvidias-500b-funding-push-unlock-132200572.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidias-500b-funding-push-unlock-132200572.html", "title": "NVIDIA's $500B Funding Push: Can It Unlock More Revenue Growth?", "content_text": "NVIDIA Corporation NVDA is taking a major step to accelerate the AI infrastructure buildout by partnering with six leading financial institutions to create financing platforms that could mobilize more than $500 billion of third-party capital over time. The partnerships involve Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR. The initiative could become an important growth catalyst because financing has emerged as a key hurdle for customers seeking to build large AI factories. By connecting customers with long-term capital, NVIDIA aims to make it easier for AI labs, enterprises and AI cloud providers to expand computing capacity. This could translate into stronger demand for NVIDIA's graphics processing units (GPUs), networking products and software. The strategy also creates a potentially longer revenue runway. NVIDIA describes its compute as an asset that can remain useful across different customers and workloads, with its CUDA software ecosystem helping extend its economic life. This flexibility could make NVIDIA-based infrastructure more attractive to investors and operators financing large projects. The $500 billion figure represents capital that financing platforms aim to mobilize, not revenues or funding directly provided by NVIDIA. Still, if the initiative successfully lowers financing barriers, it could expand the number and scale of AI factories using NVIDIA technology. This would strengthen hardware demand while increasing software adoption, potentially supporting NVIDIA's long-term revenue growth. In the first quarter of fiscal 2027, NVIDIA's revenues surged 85% year over year to $81.62 billion. Management's expectations of $91 billion in revenues for the second quarter indicate year-over-year growth of approximately 95%. The Zacks Consensus Estimate for fiscal 2027 revenues is currently pegged at $387.93 billion, calling for a nearly 80% year-over-year increase. Could Rivals Challenge NVIDIA's AI Financing Edge? NVIDIA's financing strategy could widen its lead, but Advanced Micro Devices, Inc. AMD and Broadcom Inc. AVGO are building strong alternatives for customers investing in AI infrastructure. Advanced Micro Devices' Data Center business generated $6.72 billion in second-quarter 2026 revenues, up 107% year over year, driven by EPYC CPUs and Instinct GPUs. The company is also expanding large-scale partnerships, including a plan with Meta to deploy up to 6 gigawatts of Instinct GPUs. Advanced Micro Devices and Tata Consultancy Services are co-developing a 200MW deployment of the AMD \"Helios\" open rack-scale AI architecture in India. Story Continues Broadcom is taking a different route by focusing on custom AI accelerators and networking. Its approach allows large technology companies to build chips tailored to specific workloads, potentially reducing reliance on general-purpose GPUs. This could become important as AI infrastructure spending expands and customers look for multiple ways to finance and deploy computing capacity. In the second quarter of fiscal 2026, Broadcom's revenues soared 48% year over year to $22.19 billion. NVIDIA, however, has a notable advantage in the financing initiative. The recent collaboration with top financial institutions will potentially make NVIDIA-based AI factories easier to fund. Advanced Micro Devices and Broadcom can compete through alternative hardware and infrastructure solutions, but NVIDIA's combination of technology, CUDA software and access to large pools of capital could strengthen its position as AI spending enters another major investment cycle. NVIDIA's Price Performance, Valuation and Estimates Shares of NVIDIA have risen around 16.6% year to date, underperforming the Zacks Computer and Technology sector's gain of 17.7%. NVIDIA YTD Price Return PerformanceZacks Investment Research Image Source: Zacks Investment Research From a valuation standpoint, NVDA trades at a forward price-to-earnings ratio of 19.91, below the sector's average of 21.53. NVIDIA", "date_published": "2026-08-12T13:22:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:8f16f3a13a2efa35bd9164861d3627f8c55b822be1cf7dafb53e51b5528d1cc5", "url": "https://finance.yahoo.com/m/001f6c05-43c5-384e-8b6d-33633e7d881f/model-portfolios-have-become.html", "external_url": "https://finance.yahoo.com/m/001f6c05-43c5-384e-8b6d-33633e7d881f/model-portfolios-have-become.html", "title": "Model Portfolios Have Become a Big Business. How Vanguard Plans to Win Marketshare.", "content_text": "The asset management giant unveiled customizable model portfolios to drum up more business with financial advisors, a key customer demographic. Continue Reading", "date_published": "2026-08-12T12:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:bc09377b791b5791ee3eb6540a115637a31fcd8f38ee369a135d6564fd8b36c1", "url": "https://finance.yahoo.com/markets/stocks/articles/blue-owl-capital-owl-prices-111116184.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/blue-owl-capital-owl-prices-111116184.html", "title": "Blue Owl Capital (OWL) Prices $750 Million Notes, Is The Stock Fully Priced?", "content_text": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Blue Owl Capital (OWL) recently priced a $750 million offering of 6.750% senior notes due 2036 through its subsidiary Blue Owl Finance LLC. The company plans to use the proceeds to repay revolving credit facility borrowings. See our latest analysis for Blue Owl Capital. Against this backdrop, Blue Owl Capital has seen strong short term momentum, with a 1 month share price return of 31.62% and a 3 month share price return of 26.10%. However, the share price return year to date has decline", "date_published": "2026-08-12T11:11:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "OWL"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "OWL", "name": "BLUE OWL CAPITAL INC", "sentiment_url": "https://sharemaestro.com/sentiment/12b8464d-954c-470c-ab74-8a90558d27a9/"}]}}, {"id": "source:766e905fd2a6211b217ca33d48d8adfb377e7af05e0b592d4afc49133b2d784d", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-081201698.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-081201698.html", "title": "US Stock Market Today: S&P 500 Futures Stall As Traders Eye Inflation Signals", "content_text": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. The Morning Bull - US Market Morning Update Wednesday, Aug, 12 2026 US stock futures are flat to slightly weaker as investors wait for fresh inflation clues. The key focus is the US 10 year Treasury yield near 4.7%, which reflects the interest rate the government pays to borrow for a decade. Higher yields can make mortgages, car loans and credit card rates more expensive. At the same time, higher oil prices and Iran US geopolitical risks keep pressure on energy costs, which feed into the", "date_published": "2026-08-12T08:12:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:7528f96a4738cd3fa1b145e2643fe94832f04a399d43b67ebcc4e45f6fb2b9f8", "url": "https://www.nasdaq.com/articles/nvidias-500-billion-financing-plan-20-times-what-telecom-bubble-ran", "external_url": "https://www.nasdaq.com/articles/nvidias-500-billion-financing-plan-20-times-what-telecom-bubble-ran", "title": "Nvidia's $500 Billion Financing Plan Is 20 Times What the Telecom Bubble Ran On", "content_text": "Key Points Nvidia signed memorandums of understanding Monday with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize more than $500 billion of third-party capital for AI infrastructure. By McKinsey's estimate, nine telecom equipment suppliers had extended about $25.6 billion of vendor financing by the end of 2000. Monday's announcement doesn't say who bears the credit loss if a compute-backed borrower defaults.10 stocks we like better than Nvidia \u203a Nvidia(NASDAQ: NVDA) signed memorandums of understanding Monday with six of Wall Street's largest investment firms to es", "date_published": "2026-08-12T03:01:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Balance sheet", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:f7f2671ff4ba24aab964a21ec0a139812f4dcb9f2049fccdecdb17ea2e37760b", "url": "https://finance.yahoo.com/markets/stocks/articles/blue-owl-capital-announces-pricing-221300030.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/blue-owl-capital-announces-pricing-221300030.html", "title": "BLUE OWL CAPITAL ANNOUNCES PRICING OF SENIOR NOTES OFFERING", "content_text": "NEW YORK, Aug. 11, 2026 PRNewswire/ -- Blue Owl Capital Inc. (\"Blue Owl\") (NYSE: OWL) today announced the pricing of the previously announced offering of $750,000,000 of 6.750% Senior Notes due 2036 by Blue Owl Finance LLC, its indirect subsidiary. The notes will be fully and unconditionally guaranteed by each of Blue Owl, Blue Owl Capital GP Holdings LLC, Blue Owl Capital GP LLC, Blue Owl Capital Holdings LP, Blue Owl Capital Carry LP, Blue Owl Capital Group LLC, Blue Owl GPSC Holdings LLC, Blue Owl Capital GP Holdings LP, Blue Owl GP Stakes GP Holdings LLC, Blue Owl Real Estate Holdings LP, ", "date_published": "2026-08-11T22:13:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "OWL"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "OWL", "name": "BLUE OWL CAPITAL INC", "sentiment_url": "https://sharemaestro.com/sentiment/12b8464d-954c-470c-ab74-8a90558d27a9/"}]}}, {"id": "source:0c3e600b8fa0dd42c92f7d73549cc67d5a4dfeb8e1c964f481cc47647156c27a", "url": "https://www.cnbc.com/2026/08/11/nvidia-ai-funding-jensen-huang-china-risk.html", "external_url": "https://www.cnbc.com/2026/08/11/nvidia-ai-funding-jensen-huang-china-risk.html", "title": "Why Jensen Huang\u2019s $500 billion AI financing plan faces a big risk from China", "content_text": "Jensen Huang built the world's most valuable company by pioneering the specialized computer chips behind the artificial intelligence boom. To keep his vision for the future within reach, the Nvidia founder is now attempting a different kind of engineering: convincing Wall Street investors that those chips are long-term financial assets akin to commercial real estate or toll roads. His bet hinges on outpacing AI developments in China. This week, Nvidia unveiled agreements with six of the world's largest asset managers, BlackRock,Blackstone,Apollo,KKR,Brookfield and Goldman Sachs. The goal was t", "date_published": "2026-08-11T21:01:13+00:00", "authors": [{"name": "cnbc.com"}], "tags": ["Market update", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:83c9eec579bf8a884618a3318c1f0ef579326543c0f5132eaa50de1580616e2c", "url": "https://finance.yahoo.com/real-estate/articles/greystone-housing-impact-investors-lp-210110782.html", "external_url": "https://finance.yahoo.com/real-estate/articles/greystone-housing-impact-investors-lp-210110782.html", "title": "Greystone Housing Impact Investors LP (GHI) (Q2 2026) Earnings Call Highlights: Strategic ...", "content_text": "This article first appeared on GuruFocus. Release Date: August 11, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Greystone Housing Impact Investors LP (NYSE:GHI) is actively executing a strategic portfolio repositioning, exiting market-rate JV equity investments to reinvest in tax-exempt mortgage revenue bonds, which are expected to provide more stable, long-term tax-advantaged earnings. The partnership maintains a strong liquidity position with $30.9 million in unrestricted cash and $34.2 million available on its secured lines of credit, positioning it well to meet future funding commitments. GHI's debt investment portfolio performed steadily, with all mortgage revenue bonds and governmental issuer loans current on principal and interest payments as of June 30, 2026. The partnership successfully originated and transferred $95.9 million in new investment commitments to its construction lending joint venture with BlackRock, demonstrating its ongoing ability to source and execute affordable housing debt investments. GHI is largely hedged against interest rate fluctuations, with 85% of its debt financing structured to insulate net returns from changes in short-term rates, and the remaining unhedged exposure is expected to be short-term as related investments mature by December 2026. The refinancing of three Vantage properties in Texas strengthened their financial position and released GHI from limited guarantee agreements, providing increased flexibility for potential asset sales. Negative Points Greystone Housing Impact Investors LP (NYSE:GHI) reported a GAAP net loss of $1.5 million for Q2 2026, driven primarily by a $3.2 million proportionate share of losses from non-Vantage JV equity investments, including depreciation and operating expenses. The partnership's unit price trades at a significant 49% discount to its net book value per unit, reflecting market concerns and potentially limiting access to cost-effective capital. Physical occupancy for the stabilized mortgage revenue bond portfolio was relatively low at 85.8%, with Texas properties experiencing higher vacancies due to increased multi-family supply, which may pressure rental income. The portfolio repositioning is still in its early stages, with no JV equity investment sales reported since Q2 2025, delaying the expected redeployment of capital into higher-yielding tax-exempt investments. The four South Carolina properties acquired via deed-in-lieu of foreclosure are still in the process of repositioning, with ongoing tenant turnover and potential capital improvement needs, making it difficult to project a timeline for full economic performance. The partnership faces ongoing challenges in the low-income housing tax credit market, including demand and pricing issues, which could impact the execution and profitability of new affordable housing investments. Story Continues Q & A Highlights Warning! GuruFocus has detected 3 Warning Signs with GHI. Is GHI fairly valued? Test your thesis with our free DCF calculator. Q: With the portfolio rotation well underway, what inning would you say we're in along this path, and has the timeline extended due to those refinancing transactions? A: Ken Rogozinski, CEO, stated that the partnership is still very early in the ballgame, noting that no joint venture equity investment sales have been reported since Q2 of last year. He emphasized that very little capital has been recycled from JV equity investments into traditional tax-exempt mortgage revenue bond investments so far, and the true redeployment will only be visible once the JV equity exits are implemented. Q: Is the construction lending JV with BlackRock becoming the primary origination vehicle, and is there potential for that JV to grow in size? A: Ken Rogozinski, CEO, confirmed a shift in the construction lending business, noting that new GIL investments are now being transferred to the off-balance-sheet ", "date_published": "2026-08-11T21:01:10+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:84413ece51f57a1c50d638b24029355baf471952b2eddfe53503c061795f39df", "url": "https://finance.yahoo.com/m/48ca3c90-5c78-3397-9b9c-21b80f939537/nvidia-stock-wavers-as.html", "external_url": "https://finance.yahoo.com/m/48ca3c90-5c78-3397-9b9c-21b80f939537/nvidia-stock-wavers-as.html", "title": "Nvidia Stock Wavers As Chipmaker Rounds Up Funding For AI Buildout", "content_text": "Nvidia stock wavered on news that the company has rounded up more than $500 billion in third-party capital for AI projects. Continue Reading", "date_published": "2026-08-11T20:48:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:2d6d6b54b5582d0ed6f4fd516c9deef91fb44f886e3a817863c2f406b846c212", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-show-financial-force-soothes-203808018.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-show-financial-force-soothes-203808018.html", "title": "Nvidia\u2019s Show of Financial Force Soothes Jittery Credit Markets", "content_text": "(Bloomberg) -- Nvidia Corp.'s commitments to backstop the artificial intelligence boom seemed to be swelling by the day. There was the reported $250 billion to help kickstart a massive data center for OpenAI in Ohio, the latest in a string of big financings it was involved with. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 Pakistan Says Deal Is Close Even as ", "date_published": "2026-08-11T20:38:08+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "BLK", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}, {"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:e840dabc0ee07ec9fd6aa8ca9ec47654def339a2ed276960cdb46b4381c776f4", "url": "https://finance.yahoo.com/markets/stocks/articles/equities-post-back-back-declines-202958244.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/equities-post-back-back-declines-202958244.html", "title": "Update: Equities Post Back-to-Back Declines Amid Hormuz Deal Doubts", "content_text": "stocks market trading wall street equity -Shutterstock (Updates with market moves at the end of the day, and other changes, if any.)US stocks fell for a second straight session on Tuesday and oil prices extended their rally, as the reopening of the Strait of Hormuz appeared increasingly uncertain.The Nasdaq Composite fell 0.6% to Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "date_published": "2026-08-11T20:29:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:1e14692ee9883fa18b3eff76d218f4e9be86fa4c5a04f66bf090e49735e41de0", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-markets-end-lower-201106804.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-markets-end-lower-201106804.html", "title": "US Equity Markets End Lower Amid Rising Crude Oil Prices, US-Iran Uncertainty", "content_text": "US equity indexes ended lower Tuesday amid rising crude oil prices, Iran's uncertainty on the Strait PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "date_published": "2026-08-11T20:11:06+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:b861a8bcee6f07e4bf8a41968c157a475acd3a93383d477b46cc9fc09e2bdedc", "url": "https://finance.yahoo.com/markets/stocks/articles/sector-financial-stocks-edge-higher-200842457.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/sector-financial-stocks-edge-higher-200842457.html", "title": "Sector Update: Financial Stocks Edge Higher Late Afternoon", "content_text": "Financial stocks were edging up in late Tuesday afternoon trading, with the NYSE Financial Index adding 0.1% and the State Street Financial Select Sector SPDR ETF (XLF) fractionally higher.The Philadelphia Housing Index was climbing 1.6%, and the State Street Real Estate Select Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "date_published": "2026-08-11T20:08:42+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:d82beec20f29c472a93ba84a8e2b37fe0151990369b2b4a156e63eb0661dac2b", "url": "https://finance.yahoo.com/m/480dd356-1341-3256-92ac-f215caf5a64e/financial-giants-jump-amid.html", "external_url": "https://finance.yahoo.com/m/480dd356-1341-3256-92ac-f215caf5a64e/financial-giants-jump-amid.html", "title": "Financial Giants Jump Amid Nvidia AI Funding Deal; 1 Eyes Breakout", "content_text": "Nvidia will work with six leading investment companies, including Apollo Global Management, to secure massive new funding for artificial intelligence infrastructure. APO stock jumped near a buy point on Tuesday, extending Monday's rally along with the other financial stocks. Continue Reading", "date_published": "2026-08-11T20:04:32+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "BLK", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}, {"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:cdf924c2ba270c8da6b4fbc0abf8f4525d43edd0926cb5ab4868a3dfe343102c", "url": "https://finance.yahoo.com/markets/stocks/articles/does-nvidias-500b-ai-push-183500393.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/does-nvidias-500b-ai-push-183500393.html", "title": "Does NVIDIA's $500B AI Push Open a New Opportunity for Financial ETFs?", "content_text": "Nvidia NVDA announced on Monday that it had entered into memorandums of understanding with Apollo Global Management APO, BlackRock BLK, Blackstone BX, Brookfield BAM, Goldman Sachs GS and KKR KKR to establish financing platforms aimed at supporting its customers, as quoted on CNBC. The chipmaker is advancing its effort to turn AI computing into a new asset class for Wall Street, collaborating with major asset managers on a $500 billion financing push. The initiative seeks to make AI compute infrastructure akin to commercial real estate, toll roads and other assets that can be financed against.", "date_published": "2026-08-11T18:35:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}, {"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:01f6d6e2d820885fd385751f9c24ad127679df6aa7db8ee18746a4f41b59e0c8", "url": "https://finance.yahoo.com/markets/articles/equities-fall-oil-advances-hope-174445449.html", "external_url": "https://finance.yahoo.com/markets/articles/equities-fall-oil-advances-hope-174445449.html", "title": "Update: Equities Fall, Oil Advances as Hope Dims for Hormuz Reopening", "content_text": "Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US benchmark equity indexes fell intraday and oil prices extended their rally amid growing uncertainty around the reopening of the Strait of Hormuz.The Nasdaq Composite was down 0.6% at 26,436.2 after midday Tuesday, while the Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "date_published": "2026-08-11T17:44:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:185684c2cd491b26a025a64d4183b5789396b8997636363ac0f892d9ffbdc324", "url": "https://finance.yahoo.com/video/nvidia-taps-wall-street-500-170326978.html", "external_url": "https://finance.yahoo.com/video/nvidia-taps-wall-street-500-170326978.html", "title": "Nvidia Taps Wall Street for $500 Billion Funding Commitment", "content_text": "US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure. Bloomberg's Ed Ludlow joins to discuss this as well as Intel raised $20 billion in an upsized share sale, a third more than it was targeting when it announced the deal Monday morning. View Comments", "date_published": "2026-08-11T17:03:26+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:a7c47b69334d5e4d9b6ea1b05211d980458927e72f20a3e1084147e7c1140b35", "url": "https://finance.yahoo.com/markets/stocks/articles/blackrock-blk-stock-may-reasonable-161301092.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/blackrock-blk-stock-may-reasonable-161301092.html", "title": "BlackRock (BLK) Stock May Be Reasonable On AI Infrastructure Push", "content_text": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. BlackRock stock has delivered a strong 74.9% return over the past 3 years. However, the current checks suggest the share price is no obvious bargain, with the intrinsic value estimate from the Excess Returns model sitting close to the market price while earnings based multiples lean expensive. Over the last 3 years BlackRock has returned 74.9%, which puts more focus on whether today's price still leaves enough room for future gains. Recent moves to finan", "date_published": "2026-08-11T16:13:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:331f3a416cf7cdd0efad5a6d561deb49ea8e4e26b71cbdbe296bc2c1980c1c40", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-credit-risk-eases-ceo-160937806.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-credit-risk-eases-ceo-160937806.html", "title": "Nvidia Credit Risk Eases After CEO Clarifies $500 Billion Plan", "content_text": "(Bloomberg) -- Bond traders dialed back measures of credit risk associated with Nvidia Corp. on Tuesday after the company said it would limit its exposure in a $500 billion plan to finance the type of artificial-intelligence investments that are driving demand for its computer chips. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Trump Makes Sweeping New Demands on Iran as Deal Hopes Dim Apple's Glass-Centric 20th-Anniversary iPhon", "date_published": "2026-08-11T16:09:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "BLK", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}, {"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:81dfe8317add87d5698d58c15bfba98fa45db521ff2dbd36efad3e2fdf697ee0", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-stock-rises-500-billion-155012658.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-stock-rises-500-billion-155012658.html", "title": "NVIDIA Stock Rises as $500 Billion AI Financing Machine Takes Shape", "content_text": "This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the undisputed heavyweight of AI computing, rose roughly 1.3% Tuesday after dropping a monster number on the market: more than $500 billion of potential third-party capital for AI infrastructure. Apollo (NYSE:APO), BlackRock, Blackstone (NYSE:BX), Brookfield, Goldman Sachs (NYSE:GS) and KKR (NYSE:KKR) signed memorandums of understanding to build independent financing platforms around NVIDIA's ecosystem. The message is hard to miss. AI demand may be booming, but somebody still has to finance the factories of compute needed to feed ", "date_published": "2026-08-11T15:50:12+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "BLK", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}, {"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:f3efb97ac5647f8746c527680e27ea5dee500f2618741f643bdefd961fe2be05", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-apos-500-billion-ai-145247213.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-apos-500-billion-ai-145247213.html", "title": "Nvidia's $500 Billion AI Infrastructure Investment May Ease Circular Financing Concerns, Morgan Stanley Says", "content_text": "Nvidia (NVDA) is mobilizing up to $500 billion to fund artificial intelligence infrastructure, with limited co-investment support, while addressing circular financing concerns, Morgan Stanley said in a note Tuesday. The company said Monday it is collaborating with Apollo (APO), Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "date_published": "2026-08-11T14:52:47+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:f6591f04bc67abe4d69adda7e138b228bf5d6c1c838d9b074eb24afca6db86fa", "url": "https://finance.yahoo.com/markets/stocks/articles/nio-drops-5-disclosed-blackrock-144439371.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nio-drops-5-disclosed-blackrock-144439371.html", "title": "NIO Drops 5% on Disclosed BlackRock Stake Cut While Tesla, Lucid, Rivian Hold Steady", "content_text": "Quick Read NIO fell 5% after BlackRock's 13F revealed a 12% stake cut, though the disclosure is a 45-day-old snapshot of past holdings. BlackRock doubled its LCID stake to a record 12 million shares and raised RIVN to 56 million, signaling a rotation away from Chinese EV names. NIO's July deliveries surged 71% year over year to 35,934 vehicles, but strong fundamentals failed to offset the institutional positioning headline. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Tesla didn't make the cut. Grab the names FREE today. Shares of Nio (NYSE:NIO) are down", "date_published": "2026-08-11T14:44:39+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:74ae297be780effa12d7ac0e5ef837a311447d23370b52f99bc01126e2134192", "url": "https://finance.yahoo.com/m/480dd356-1341-3256-92ac-f215caf5a64e/nvidia-confirms-%24500-bil-ai.html", "external_url": "https://finance.yahoo.com/m/480dd356-1341-3256-92ac-f215caf5a64e/nvidia-confirms-%24500-bil-ai.html", "title": "Nvidia Confirms $500 Bil AI Funding Deal. These Stocks Jump.", "content_text": "Nvidia confirmed late Monday that it will work with six of the world's largest financial companies to secure $500 billion in funding for artificial intelligence infrastructure. The financial stocks jumped on Tuesday. Continue Reading", "date_published": "2026-08-11T14:38:29+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "BLK", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}, {"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:bb5ca62fc365c3c85478d862a820f3d7b5aef235d641bfec0d832a0610e9ab98", "url": "https://finance.yahoo.com/markets/stocks/articles/blue-owl-capital-q2-earnings-142900843.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/blue-owl-capital-q2-earnings-142900843.html", "title": "Blue Owl Capital Q2 Earnings Beat Estimates on Lower Interest Expenses", "content_text": "Blue Owl Capital Corporation OBDC reported second-quarter 2026 adjusted earnings per share (EPS) of 34 cents, which beat the Zacks Consensus Estimate by 6.3%. The bottom line increased 9.7% year over year. Total investment income declined 17.4% year over year to $401.3 million. The top line beat the consensus mark by 1.8%. The strong quarterly results were supported by lower expenses, particularly interest expense, as daily average borrowings declined. However, the benefit was partly offset by a year-over-year decline in net investment income, primarily due to lower interest income. Blue Owl C", "date_published": "2026-08-11T14:29:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "OWL"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "OWL", "name": "BLUE OWL CAPITAL INC", "sentiment_url": "https://sharemaestro.com/sentiment/12b8464d-954c-470c-ab74-8a90558d27a9/"}]}}, {"id": "source:c3ea8502fe51efb1090dc7d0a5a90e54775ef171250ebe4cdb8e2f0b9331ef8b", "url": "https://finance.yahoo.com/technology/ai/articles/jensen-huang-500-billion-wall-141629856.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/jensen-huang-500-billion-wall-141629856.html", "title": "Jensen Huang\u2019s $500 Billion Wall Street AI Deal Sounds Brilliant \u2014 Until You Consider the Risks", "content_text": "Quick Read Nvidia partnered with six Wall Street giants to mobilize $500 billion for AI infrastructure, but retains a $125 billion backstop that creates correlated risk. Data center GPUs become obsolete in 3-5 years versus 30-50 years for toll roads, fundamentally undermining the infrastructure-lending model this deal relies on. The $500 billion figure represents non-binding MOUs, not committed capital, while AI's end demand still lacks cash flows to justify the leverage being stacked. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all", "date_published": "2026-08-11T14:16:29+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:eb629c29b13aba7b106c9077061ff1863f287db27f77299c4dd6a55db453f4c3", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-nvda-going-beyond-gpus-135353236.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-nvda-going-beyond-gpus-135353236.html", "title": "Nvidia (NVDA) Is Going Beyond GPUs in the $500 Billion AI Boom, Wells Fargo Says", "content_text": "NVIDIA Corporation (NASDAQ:NVDA) just partnered with six major financial institutions on a $500 billion financing push for artificial intelligence infrastructure. The chipmaker said on Monday that it has signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR to establish independent computing financing platforms for Nvidia's customers. Marking a major milestone for Nvidia and the AI industry, Chief Executive Officer Jensen Huang noted how the move will help bring the \"world's leading long-term capital providers together to independently underwrite AI infrastructure.\" Major technology companies continue to ramp up AI investment, with total spending expected to surpass $730 billion this year. Following the news, Wells Fargo analyst Aaron Rakers reiterated an Overweight rating on the stock with a $315.00 price target. The Wall Street firm sees the financial partnership as proof that Nvidia is playing a bigger role in AI infrastructure build outs. However, the bigger story may extend well beyond another bullish analyst call. The Partnership Could Tackle the Financial Aspect Big tech has been spending hundreds of billions to fund the AI boom, while growing financial needs has turned Wall Street skeptical regarding the returns these investments will ultimately generate. No wonder Meta Platforms, Inc. (NASDAQ:META) also recently announced a venture with asset \u200cmanager BlackRock, Inc. (NYSE: BLK) to develop and operate a one gigawatt data center campus in El Paso, Texas. The Meta-BlackRock deal aims to ease some of Meta's funding pressures, similar to what Nvidia is trying to achieve with its recent financing effort. According to Wells Fargo, the new platforms would help Nvidia in long-duration financing tied to revenue, as well as sharing and usage, helping mobilize over $500 billion of 3rd-party capital for AI infrastructure build outs. Why is this distinction important? Simply because Nvidia isn't committing its own $500 billion but bringing large pools of institutional money into AI infrastructure. These financing platforms will not only enable customers to access compute resources at scale, but may potentially help Nvidia develop an evolving recurring revenue model. The Bigger Picture The Nvidia partnership isn't entirely risk free, and comes with its own financial and market hazards. Jim Zelter, Apollo Global Management President, has noted that the AI investment cycle will likely experience \"excesses\" and \"pullbacks.\" Goldman Sachs CEO has also warned that some major companies may ultimately fail to live up to expectations. Story Continues The risk becomes noticeable considering Nvidia has the option to backstop 25% of each loan made through the program. This may expose its balance sheet to contingent liabilities, circular financing concerns, and even default exposure. Famed short-seller Michael Burry has also echoed some of the skepticism, arguing late last year how big tech companies may be extending the useful lives of AI hardware and therefore understating depreciation expenses. What the Hedge Fund Numbers Say Nvidia Corporation remains widely held among hedge funds. According to Insider Monkey's database, 275 hedge funds held stakes in NVDA, up from 264 in the previous quarter. Mega-cap peer Meta Platforms Inc. who is also heavily investing in AI infrastructure is slightly behind yet maintains substantial exposure with 262 hedge fund holdings, up from 256 in the prior quarter. The numbers suggest that despite growing concerns about the returns on massive AI spending, hedge funds continue to maintain substantial exposure to the companies positioned at different ends of the AI buildout. Overall, Nvidia's financing push is helping expand its role well beyond selling GPUs. However, investors need to watch if the AI chipmaker can eventually support a recurring revenue model. While we acknowledge the potential of NVDA as an investment, we beli", "date_published": "2026-08-11T13:53:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:4f28fd96d35e0cf90318d1f87976bf9cad21eab93799dc875a145eba04bc7380", "url": "https://finance.yahoo.com/technology/ai/articles/wins-most-nvidia-500-billion-133032066.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/wins-most-nvidia-500-billion-133032066.html", "title": "Who wins most in NVIDIA\u2019s $500 billion private capital deal?", "content_text": "Investing.com -- NVIDIA's deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. However, the financial rewards and structural advantages flow to specific winners across the AI and financial ecosystems. 1. NVIDIA: Offloading Debt to Safeguard Free Cash Flow NVIDIA emerges as the primary strategic winner because the framework shifts lending risk entirely off its balance sheet. Under prior arrangements, NVIDIA acted simultaneously as a hardware supplier and debt guarantor\u2014including an initial ~$100 billion OpenAI commitment backed by an estimated $250 billion guarantee. That structure raised intense \"circularity\" concerns that NVIDIA was effectively funding its own demand. BofA analyst Vivek Arya reiterates a Buy rating ($320 price target), plain-spokenly noting: \"The burden sits with the consortium, not NVDA's balance sheet. NVDA guarantees asset quality, not the debt, turning the bear's depreciation worry into the enabling feature.\" BofA estimates NVIDIA's prior vendor-financing exposure at roughly 15% of its ~$470 billion in projected free cash flow (FCF) over 2026 and 2027. Shifting that load to private capital frees up NVIDIA's massive FCF for aggressive stock buybacks. Consensus models project NVDA buybacks at ~$73 billion in 2026 and ~$106 billion in 2027\u2014only 36% to 37% of FCF compared to NVIDIA's pledge to return over 50%. Wells Fargo analyst Aaron Rakers (Overweight rating, $315 price target) highlights that NVIDIA is orchestrating something far bigger than chip sales: \"We see this as yet another example of how NVDA is playing a much bigger game than just a supplier in AI infra build-outs,\" citing NVIDIA's press framing that it is \"helping create a new class of productive, investable infrastructure: AI Factories.\" Because CUDA software continually extends GPU lifespan and keeps compute fungible across operators, rental yields remain elevated and depreciation curves stay benign. With BofA estimating NVIDIA holds 65% to 70% of a projected $1.7 trillion CY2030 AI systems TAM, this $500 billion financing pool serves as an early enabler of a massive long-term expansion. 2. Neoclouds & Power Operators: Lowering the Cost of Capital Neocloud operators CoreWeave (NASDAQ: CRWV) and Nebius (NASDAQ: NBIS) represent the most direct public-market beneficiaries. Both saw immediate stock gains following the announcement\u2014CoreWeave rose 1.6% and Nebius jumped 2.6%. Story Continues As non-investment-grade borrowers, neoclouds face high borrowing costs when trying to buy tens of thousands of expensive GPUs. Bloomberg Intelligence analyst Vasu Kasibhotla notes that private capital backing \"can ease financing constraints for CoreWeave, Nebius and other neocloud and power-site operators.\" Kasibhotla adds that \"for CoreWeave, cheaper and deeper credit can ease funding pressure from its heavy capital-spending plan. For Nebius, greater capital availability would strengthen the funding base for expansion.\" Access to deeper, cheaper credit enables these operators to secure scarce power sites and expand data center capacity faster without diluting equity. 3. The Private Capital Consortium: A High-Yield Tech Credit Market The six private equity and asset management giants\u2014Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR\u2014gain access to a lucrative, scalable yield platform. Institutional investors have long searched for large-scale, yield-generating real assets tied to digital transformation. By structuring AI data centers as an asset-backed credit class with usage-linked revenue-sharing mechanisms, these mega-firms can deploy institutional capital into long-duration, high-yield technology real estate. 4. Secondary Beneficiaries: Memory & Optical Supply Chains If the $500 billion capital pool succes", "date_published": "2026-08-11T13:30:32+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:f29aa25d3ef9a6ce50a191bd82e6284cb207376396d13dfa0c6c0f2fcb594c8c", "url": "https://finance.yahoo.com/technology/ai/articles/nvidias-500-billion-ai-plan-125827950.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidias-500-billion-ai-plan-125827950.html", "title": "Nvidia's $500 Billion AI Plan Gets Wall Street Backing", "content_text": "This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the leading provider of artificial intelligence chips, is in discussions with some of Wall Street's top firms on a strategy that may free up more than $500 billion for the next phase of the AI buildout.Goldman Sachs, BlackRock, Blackstone, KKR, Apollo, and Brookfield are among the companies involved. The notion is simple but potentially big: think of AI data centers and computing systems as revenue-generating infrastructure that can be financed much like other long-lived assets.That could matter if Microsoft, Amazon, Alphabet, Meta and others spend huge amounts on data centers and resort more to loan and equity markets for funding.Nvidia also might underwrite up to 25% of qualifying loans, potentially helping clients get better financing. Borrowers would utilize Nvidia-approved designs for the systems, which may be transferred to another operator if necessary.That might free up one of the main restraints on future demand for Nvidia chips: access to funding. The worry is Wall Street is subsidizing capacity faster than AI economics can ultimately support. But for now, Huang is trying to make sure money doesn't become a bottleneck. View Comments", "date_published": "2026-08-11T12:58:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}, {"id": "source:f6f40f10dbdc6d638126139fdf686681fb59a2f9793730fe95802daef29742cd", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-wants-chips-wall-streets-123050728.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-wants-chips-wall-streets-123050728.html", "title": "Nvidia Wants to Make Its Chips Wall Street's Newest Asset Class", "content_text": "This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) announced it will work with six Wall Street firms to mobilize more than $500 billion of third-party capital for AI infrastructure. Apollo (NYSE:APO), Blackstone (NYSE:BX), BlackRock (NYSE:BLK), Brookfield (NYSE:BAM), Goldman Sachs (NYSE:GS), and KKR (NYSE:KKR) are the partners, and Nvidia said the firms will create dedicated capital pools to finance its AI ambitions at attractive rates for its customers. Nvidia shares are up 0.51% premarket despite losing roughly $60 billion in market cap following the reports. The scale is enormou", "date_published": "2026-08-11T12:30:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "BLK", "KKRC"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}, {"symbol": "KKRC", "name": "KKR & Co. Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a0ed2c3e-6a74-4686-9b59-fc4fe554361d/"}]}}, {"id": "source:6c06646b02b294dd5b2a81581d0c557b29d5f25b80ddacf4fa5a9dbfc5b194ba", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-stock-investors-just-got-122927257.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-stock-investors-just-got-122927257.html", "title": "Nvidia Stock Investors Just Got Major $500 Billion News", "content_text": "This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is working with six major financial institutions on financing vehicles designed to mobilize more than $500 billion for artificial intelligence infrastructure, according to reports. The chipmaker signed memorandums of understanding with Apollo Global Management, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR. The initiative is intended to give AI developers, cloud providers, governments and enterprises broader access to financing for Nvidia-based computing infrastructure. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Nvidia CEO Jensen Huang said the company could provide up to $125 billion in backstop support, equivalent to 25% of the potential financing. The company did not disclose individual investment commitments, financial terms or a schedule for deploying the capital. The effort comes as spending on AI infrastructure continues to expand. Major technology companies are expected to spend more than $730 billion this year, increasing demand for data centers and advanced computing capacity. For Nvidia, the financing structure could help customers secure the capital needed to deploy its systems while bringing institutional investors further into the AI infrastructure market. View Comments", "date_published": "2026-08-11T12:29:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BLK"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a715062f-b390-4596-93fc-f75af4ea1fb5/"}]}}]}