Sharemaestro Newsreel

Air Canada Hits Five-Year High as Analysts Talk Up Blackstone Deal

Air Canada shares reached a five-year high after Bloomberg News reported that Blackstone Inc. is close to acquiring a minority stake in its Aeroplan loyalty program for approximately $2 billion. Analysts believe this potential deal suggests a higher valuation for Aeroplan than previously recognized …

PennantPark Floating Rate Capital Ltd. Stock 12‑Month Price Target Cut to $9.92, Implies 34% Upside

PennantPark Floating Rate Capital Ltd.'s average 12-month price target has been lowered from $10.08 to $9.92 by six analysts, with a range of $9 to $10.5 per share. This new target suggests a potential upside of approximately 34% from the August 10 closing price. …

Crescent Capital BDC Q2 2026 slides: fee cuts amid NAV pressure

Crescent Capital BDC (NASDAQ:CCAP) reported Q2 2026 results, revealing a permanent reduction in management and incentive fees to enhance shareholder returns and dividend coverage, despite a continued decline in Net Asset Value (NAV) for the eighth consecutive quarter. The company posted net investment income …

Franklin's AUM Expansion: Can Diversification Support Growth Momentum?

Driven by strong inflows across asset classes and continued expansion into alternatives and private markets, Franklin Resources, Inc. BEN has been witnessing steady growth in its assets under management (AUM). Over the last five fiscal years (2021-2025), AUM recorded a compound annual growth rate …

INVESCO Ltd. stock underperforms Tuesday when compared to competitors

INVESCO Ltd. (IVZ) stock fell 1.20% to $31.36 on Tuesday, underperforming the broader market as the S&P 500 Index and Dow Jones Industrial Average also declined. The stock closed 3.66% below its 52-week high of $32.55, achieved on August 6th.

B. Riley Adjusts Price Target on Sixth Street Specialty Lending to $20 From $21, Maintains Buy Rating

B. Riley has adjusted its price target for Sixth Street Specialty Lending (TSLX) to $20, down from $21, while reiterating a Buy rating on the stock. This revision suggests a slight change in the firm's valuation perspective for the company. Despite the lower price …

PNNT: Core NII outpaced dividends, NAV dipped, and JV performance drove strong yields

PennantPark Investment Corporation (PNNT) reported that its Core Net Investment Income (NII) surpassed dividends, despite a dip in Net Asset Value (NAV) due to supplemental payouts. The company's portfolio remains diversified, supported by strong joint venture (JV) performance and robust yields. Future growth is …

Earnings call transcript: PennantPark meets Q3 2026 EPS view as revenue misses

PennantPark Investment Corp. (PNNT) reported Q3 2026 core net investment income of $0.14 per share, matching Wall Street estimates, but revenue of $24.76 million missed forecasts. The company's net asset value declined 2.5% to $6.56 per share, primarily due to supplemental dividend payments. Management …

Alpha Compute Corp

Alpha Compute Corp, an AI infrastructure company, is set to acquire land and natural gas rights in Pennsylvania for $55 million. The company plans to develop a 200-megawatt data center campus on the acquired land. This move was disclosed by CEO Brittany Kaiser to …

Analysts Offer Insights on Financial Companies: Carlyle Secured Lending Inc (CGBD), Onity Group (ONIT) and Sun Life Financial (SLF)

Analysts from Wells Fargo, BTIG, and Scotiabank have provided insights into several financial companies. Carlyle Secured Lending Inc (CGBD) received a Buy rating with a $12.00 price target from Wells Fargo, and a Moderate Buy consensus from the Street. Onity Group (ONIT) was rated …

Virtus KAR Mid-Cap Growth Fund Q2 2026 Commentary

The Virtus KAR Mid-Cap Growth Fund (PHSKX) underperformed the Russell Midcap® Growth Index in Q2 2026, returning 11.85% against the index's 14.55%. While Datadog and Comfort Systems contributed positively, Insulet and Trimble were the largest detractors. The fund's underperformance was primarily due to stock …

Lessons for Investors From a Former Star Fund Manager’s Guilty Plea

Former fund manager Ken Leech left plenty of clues in plain sight about his cherry-picking activity, a report finds. Continue Reading

MAIN Q2 Deep Dive: Lower Middle Market Gains and Dividend Flexibility Stand Out

MAIN Q2 Deep Dive: Lower Middle Market Gains and Dividend Flexibility Stand Out Business development company Main Street Capital (NYSE:MAIN) announced better-than-expected revenue in Q2 CY2026, with sales up 3.9% year on year to $149.6 million. Its non-GAAP profit of $1.04 per share was …

Rising Equity Markets and Better Flows Have Been Lifting Franklin Resources' AUM to Record Levels

Franklin Resources' assets under management (AUM) have reached record levels, primarily driven by rising equity markets and improved fund flows. While the company has historically been slow to address operational deficiencies and poor investment performance, the current management team is actively implementing changes. However, …

Bain Capital Specialty Finance Q2 Earnings Call Highlights

Key Points Interested in Bain Capital Specialty Finance, Inc.? Here are five stocks we like better. BCSF's second-quarter net investment income was $28.6 million, or $0.44 per share, covering the $0.42 base dividend by 105%. However, net realized and unrealized losses of $14.6 million …

Nvidia Taps Wall Street for $500 Billion Funding Commitment

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 …

NVIDIA CEO Jensen Huang Just Announced $500 Billion in New Funding: Here’s Why Amazon, Microsoft, and Google Are Taking It Hard.

Quick Read Jensen Huang's $500B framework with Apollo, BlackRock, and four other Wall Street giants reframes GPU compute as bankable infrastructure, lifting NVDA shares. AMZN fell 2.4% while CRWV rose as Huang's capital pool arms rival neoclouds to challenge hyperscalers already spending $745B on …

Hamilton Lane (HLNE) Q1 2027 Earnings Call Transcript

Cohen & Steers (NYSE:CNS) Sets New 52-Week High - Here's What Happened

Cohen & Steers (NYSE:CNS) reached a new 52-week high of $86.56, closing at $85.0390 with significant trading volume. The company reported a 12.2% year-over-year revenue increase and a quarterly dividend of $0.67 per share, despite a slight earnings miss. Analyst ratings are mixed, with …

BlackRock Capital Allocation Term Trust (NYSE:BCAT) Reaches New 1-Year High - Time to Buy?

BlackRock Capital Allocation Term Trust (BCAT) recently achieved a new 52-week high, trading at $16.1650 with significant volume. The fund also announced a monthly dividend of $0.2542 per share, representing an 18.9% yield. Institutional ownership of BCAT stands at 36.12%, with several hedge funds …

NOAH Q3 2025 Earnings: Reported EPS of 3.26 Highlights Profitability, Yet Shares Slide 2.15% - Financial Health Score

Apollo (APO) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Marc Rowan President - James Zelter Chief Financial Officer - Martin Kelly Global Head of Investor Relations - Noah Gunn Full Conference Call Transcript …

GCM Grosvenor Inc. (NASDAQ:GCMG) Receives Average Rating of "Moderate Buy" from Analysts

Apollo Global Management Inc Stock (APO) Moved Up by 5.95% on Aug 11: What Investors Need To Know

Apollo Global Management Inc. (APO) saw a 5.95% stock increase, driven by strong buying momentum, positive strategic announcements, and expanding involvement in AI infrastructure financing. The firm's assets under management now exceed one trillion dollars, and its annual revenue leads the collective investments industry. …

KKR & Co Inc Stock (KKR) Moved Up by 5.55% on Aug 11: Key Drivers Unveiled

KKR & Co Inc. (KKR) saw its stock price rise by 5.55% on August 11, driven by robust quarterly financial results, strong fee growth, and successful asset monetization. The company exceeded fundraising targets and demonstrated active deal-making, reinforcing positive investor sentiment. Analysts maintain bullish …

Stellus Capital Investment Q2 2026 Earnings Call Transcript

Apollo Global Management (APO) Stock Climbed, What Is Driving Attention Now?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Apollo Global Management (APO) stock is in focus after Nvidia announced a partnership with Apollo and other major financiers to set up compute financing platforms targeting more …

BlackRock (BLK) Stock May Be Reasonable On AI Infrastructure Push

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 …

Nvidia Credit Risk Eases After CEO Clarifies $500 Billion Plan

(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 …

Blackstone hired a Goldman Sachs MD from the team schmoozing private credit firms

Blackstone has hired Anna Montvai, a managing director from Goldman Sachs's capital solutions group, to join its credit and insurance team in London. Montvai, who specializes in asset-backed finance and securitization, spent 16 years at Goldman Sachs. This move highlights the ongoing talent flow …

Kayne Anderson BDC (NYSE:KBDC) Shares Gap Down - Here's Why

Corebridge Financial (NYSE:CRBG) Shares Gap Down - Here's Why

NVIDIA Stock Rises as $500 Billion AI Financing Machine Takes Shape

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 …

Top Midday Stories: Nvidia Developing Ambitious Open-Source AI Model; Intel Upsizes Share Offering to $20 Billion

Stocks were down in late-morning trading Tuesday, as investors continued to look for signs of progre 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 …

Are You Looking for a High-Growth Dividend Stock?

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments. Cash flow can come …

Nvidia Stock Rises As Chipmaker Rounds Up Funding For AI Buildout

Nvidia stock rose on news that the company has rounded up more than $500 billion in third-party capital for AI projects. Continue Reading