Blackstone Inc (BX)

$143.64 +0.26 (0.18%)
Market Cap 107.62B
Revenue (ttm) 14.45B
Net Income (ttm) 3.02B
EPS (ttm) N/A
PE Ratio 22.98
Forward PE 23.61
Profit Margin 20.89%
Debt to Equity Ratio 0.63
Volume 2,170,800
Avg Vol 4,904,422
Day's Range N/A - N/A
Shares Out 750.63M
Stochastic %K 46%
Beta 1.56
Analysts Sell
Price Target $143.00

Company Profile

Blackstone Inc. is an alternative asset management firm specializing in private equity, venture capital, real estate, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage, seed, middle market, mature, late venture, growth capital, emerging growth, turnaround, and later stage companies. It also provide capital markets services. The real estate segment specializes in opportunistic, core+ investmen...

Industry: Asset Management
Sector: Financial Services
Phone: 212 583 5000
Fax: 212 583 5749
Address:
345 Park Avenue, New York, United States
SamuelNeedham866
SamuelNeedham866 Aug. 25 at 5:55 AM
$AMBA $BX $LMND $AEVA $ON Ambarella benefits from edge-AI and computer-vision demand, Blackstone benefits from alternative-asset management, Lemonade benefits from digital insurance adoption, Aeva advances lidar and sensing technologies, and ON Semiconductor benefits from automotive and power-semiconductor demand. I'm watching AI adoption, asset flows, insurance growth, lidar commercialization, and auto demand.
0 · Reply
StocktwitsNews
StocktwitsNews Aug. 24 at 8:07 PM
NVDA Invests In Blackstone-Backed Lancium To Expand AI Data Center Capacity $NVDA $BX https://stocktwits.com/news/equity/markets/nvda-invests-in-blackstone-backed-lancium-to-expand-ai-data-center-capacity/cZYKrKKRJFZ
1 · Reply
DonCorleone77
DonCorleone77 Aug. 24 at 4:09 PM
$NVDA $BX Nvidia, Lancium announce AI factory agreement for 15+ GW portfolio Lancium, an energy technology and infrastructure company enabling gigawatt-scale AI factory campuses, announced a strategic collaboration with NVIDIA (NVDA) to facilitate deployment of NVIDIA technology across Lancium's growing portfolio. In addition, NVIDIA has made a strategic investment in Lancium, a Blackstone (BX) portfolio company backed by significant investments from funds managed by Blackstone Energy Transition Partners and Blackstone Multi-Asset Investing. Through this partnership, Lancium's AI factory campuses, representing 4 gigawatts of leased capacity and a development pipeline exceeding 15 gigawatts of powered land will serve as strategic deployment sites for NVIDIA's total, full-stack AI factory platform, including accelerated computing, networking, and software.
0 · Reply
BeverlyAnderson803
BeverlyAnderson803 Aug. 22 at 3:40 PM
$AMBA $BX $LMND $AEVA $ON Ambarella benefits from edge-AI and computer-vision demand, Blackstone benefits from alternative-asset management, Lemonade benefits from digital insurance adoption, Aeva advances lidar and sensing technologies, and ON Semiconductor benefits from automotive and power-semiconductor demand. I'm watching AI adoption, asset flows, insurance growth, lidar commercialization, and auto demand.
0 · Reply
IN0V8
IN0V8 Aug. 21 at 3:57 PM
$AVGO six billion dollar financing deal secured with $APO and $BX Anthropic will benefit.
0 · Reply
CapitalMonk
CapitalMonk Aug. 20 at 11:24 PM
$BX Price: $141.35 (-2.58%) Trend: Bearish Market Bias (7D): Bullish Bias 📈 Expected Range: ±0.33% RSI: 65.2 | Momentum: Strong Momentum Volume: -35.6% vs avg Volatility: 2.81% Support: $123.00 | Resistance: $150.24 Data and analytics sourced from Thescanner educational research https://www.thescanner.ai
0 · Reply
chartistmind
chartistmind Aug. 20 at 9:21 PM
$BX
0 · Reply
ThisStockisDogShit
ThisStockisDogShit Aug. 20 at 3:08 PM
$QQQ $SPY $BX everything’s a bubble and QE doesn’t even move the needle…
0 · Reply
MeganCarlson234
MeganCarlson234 Aug. 20 at 7:29 AM
$BLK $DIS $GILD $ADI $BX BlackRock benefits from asset-management and ETF demand, Disney remains focused on streaming and entertainment monetization, Gilead benefits from pharmaceutical demand, Analog Devices benefits from industrial and automotive semiconductors, and Blackstone benefits from alternative-asset management. I'm watching fund flows, streaming profitability, drug sales, chip demand, and fundraising.
0 · Reply
TalkMarkets
TalkMarkets Aug. 20 at 6:24 AM
$40 Trillion Debt Black Hole: Is A Financial Crisis Coming? Also Mentions: $ARES $BX $OWL $GBDC https://talkmarkets.com/article/40-trillion-debt-black-hole-is-a-financial-crisis-coming-1787207021
2 · Reply
Latest News on BX
Air Canada announces C$2.5B minority equity investment in Aeroplan

2026-08-17T11:04:32.000Z - 7 days ago

Air Canada announces C$2.5B minority equity investment in Aeroplan

Blackstone weighs abandoning $3B CFO, Bloomberg reports

2026-08-17T09:10:16.000Z - 8 days ago

Blackstone weighs abandoning $3B CFO, Bloomberg reports

AI's infrastructure boom is getting more leveraged — and harder to track

Aug 14, 2026, 4:29 AM EDT - 11 days ago

AI's infrastructure boom is getting more leveraged — and harder to track

APO BAM BLK CRWV GS KKR NVDA

Blackstone, La Caisse to Buy 25% of Air Canada's Aeroplan Loyalty Program

Aug 11, 2026, 6:45 PM EDT - 13 days ago

Blackstone, La Caisse to Buy 25% of Air Canada's Aeroplan Loyalty Program

Blackstone-owned Safe Harbor nears $1.5 billion deal to buy MarineMax, sources say

Aug 10, 2026, 7:07 AM EDT - 14 days ago

Blackstone-owned Safe Harbor nears $1.5 billion deal to buy MarineMax, sources say

HZO

Private Credit Is Under Growing Strain, Despite Industry's Upbeat Tone

Aug 9, 2026, 9:00 PM EDT - 15 days ago

Private Credit Is Under Growing Strain, Despite Industry's Upbeat Tone

ARCC GBDC OWL

Blackstone's AGS Health files updated draft papers for $500 million India IPO

Aug 7, 2026, 11:20 AM EDT - 17 days ago

Blackstone's AGS Health files updated draft papers for $500 million India IPO

Hackers targeted US private equity, other firms including Blackstone, CME, data shows

Aug 6, 2026, 1:02 PM EDT - 18 days ago

Hackers targeted US private equity, other firms including Blackstone, CME, data shows

CME APO KKR MCO TPG

HSBC to sell $25.3 billion Australian home loan portfolio to Blackstone

Jul 30, 2026, 6:26 PM EDT - 25 days ago

HSBC to sell $25.3 billion Australian home loan portfolio to Blackstone

HSBC

Blackstone Energy Transition Partners Announces Agreement to Acquire DarkVision from Koch Engineered Solutions

Jul 30, 2026, 10:25 AM EDT - 25 days ago

Blackstone Energy Transition Partners Announces Agreement to Acquire DarkVision from Koch Engineered Solutions

How Blackstone Put Jersey Mike's on a Fast Track to This Week's IPO

Jul 29, 2026, 5:30 AM EDT - 27 days ago

How Blackstone Put Jersey Mike's on a Fast Track to This Week's IPO

JMKE

Financial Sector ETF Hits Record High on Fintech Gains

Jul 28, 2026, 1:48 PM EDT - 27 days ago

Financial Sector ETF Hits Record High on Fintech Gains

ARES CBOE COIN FDS FIS GPN ICE

KKR, Blackstone Sign $16 Billion Kuwait Oil Deal

Jul 27, 2026, 7:47 AM EDT - 4 weeks ago

KKR, Blackstone Sign $16 Billion Kuwait Oil Deal

BAM KKR

Kuwait's KPC signs $16 billion lease and leaseback deal with Blackstone, KKR, Brookfield for oil pipeline network

Jul 25, 2026, 2:14 AM EDT - 4 weeks ago

Kuwait's KPC signs $16 billion lease and leaseback deal with Blackstone, KKR, Brookfield for oil pipeline network

KKR BAM

Kuwait Oil Company Signs US$ 16.0 Billion Infrastructure Partnership Involving Its Crude Oil Pipeline Network With a Consortium Comprising Blackstone, Brookfield and KKR

Jul 25, 2026, 1:39 AM EDT - 4 weeks ago

Kuwait Oil Company Signs US$ 16.0 Billion Infrastructure Partnership Involving Its Crude Oil Pipeline Network With a Consortium Comprising Blackstone, Brookfield and KKR

KKR

Private credit roundup: Insurers step up as liquidity pressures build

Jul 24, 2026, 1:55 PM EDT - 4 weeks ago

Private credit roundup: Insurers step up as liquidity pressures build

APO ARES MS

Blackstone, Donerail among final bidders for yacht retailer MarineMax, sources say

Jul 24, 2026, 12:50 PM EDT - 4 weeks ago

Blackstone, Donerail among final bidders for yacht retailer MarineMax, sources say

HZO

Blackstone is addressing community concerns around AI, CEO says

Jul 23, 2026, 1:16 PM EDT - 4 weeks ago

Blackstone is addressing community concerns around AI, CEO says

Leaning Into AI Is Paying Off, Blackstone's Gray Says

Jul 23, 2026, 10:39 AM EDT - 4 weeks ago

Leaning Into AI Is Paying Off, Blackstone's Gray Says

Blackstone Earnings Call Transcript: Q2 2026

Jul 23, 2026, 9:00 AM EDT - 4 weeks ago

Blackstone Earnings Call Transcript: Q2 2026

Blackstone Earnings release: Q2 2026

Jul 23, 2026, 9:00 AM EDT - 4 weeks ago

Blackstone Earnings release: Q2 2026

Blackstone Slides: Q2 2026

Jul 23, 2026, 9:00 AM EDT - 4 weeks ago

Blackstone Slides: Q2 2026

Blackstone Quarterly report: Q2 2026

Jul 23, 2026, 9:00 AM EDT - 4 weeks ago

Blackstone Quarterly report: Q2 2026

Blackstone Debuts Two Private Market Funds

Jul 23, 2026, 8:41 AM EDT - 4 weeks ago

Blackstone Debuts Two Private Market Funds

Blackstone's Profit Surges on AI Investments

Jul 23, 2026, 7:01 AM EDT - 4 weeks ago

Blackstone's Profit Surges on AI Investments

Blackstone's quarterly profit gets boost from asset pile, AI investment gains

Jul 23, 2026, 6:59 AM EDT - 4 weeks ago

Blackstone's quarterly profit gets boost from asset pile, AI investment gains

Wellington, Vanguard, Blackstone launch funds targeting wealthy investors

Jul 22, 2026, 8:47 AM EDT - 4 weeks ago

Wellington, Vanguard, Blackstone launch funds targeting wealthy investors

Wellington, Vanguard, and Blackstone Announce the Launch of Two Investment Solutions, Simplifying Access to Public and Private Markets

Jul 22, 2026, 8:45 AM EDT - 4 weeks ago

Wellington, Vanguard, and Blackstone Announce the Launch of Two Investment Solutions, Simplifying Access to Public and Private Markets

Blackstone Rolls Out New Private-Market Funds—This Time With Vanguard

Jul 22, 2026, 8:45 AM EDT - 4 weeks ago

Blackstone Rolls Out New Private-Market Funds—This Time With Vanguard

Blackstone invests in South Korean robotics supplier Futronic

Jul 20, 2026, 2:06 AM EDT - 5 weeks ago

Blackstone invests in South Korean robotics supplier Futronic

Anthropic, Blackstone, and Hellman & Friedman Introduce Ode with Anthropic, an Enterprise AI Services Firm

Jul 15, 2026, 10:00 AM EDT - 5 weeks ago

Anthropic, Blackstone, and Hellman & Friedman Introduce Ode with Anthropic, an Enterprise AI Services Firm

Anthropic, Blackstone bet the next trillion-dollar AI business is implementation, not models

Jul 15, 2026, 9:10 AM EDT - 5 weeks ago

Anthropic, Blackstone bet the next trillion-dollar AI business is implementation, not models

Williams Gets $5.34 Billion Investment from Blackstone-led Group

Jul 13, 2026, 10:09 AM EDT - 6 weeks ago

Williams Gets $5.34 Billion Investment from Blackstone-led Group

WMB

Pipeline operator Williams secures $5.3 billion investment from Blackstone-led group

Jul 13, 2026, 9:23 AM EDT - 6 weeks ago

Pipeline operator Williams secures $5.3 billion investment from Blackstone-led group

WMB

Blackstone accepted fewer than 1% of intern applicants. Here's the advice Jon Gray gave those who made it.

Jul 11, 2026, 7:14 AM EDT - 6 weeks ago

Blackstone accepted fewer than 1% of intern applicants. Here's the advice Jon Gray gave those who made it.

US direct-lending activity falls even as private credit firms raise more cash

Jul 9, 2026, 12:32 PM EDT - 6 weeks ago

US direct-lending activity falls even as private credit firms raise more cash

APO ARES BLK OWL

Blackstone, TPG seek over $4 billion for Hologic's surgical unit, FT says

Jul 9, 2026, 1:22 AM EDT - 6 weeks ago

Blackstone, TPG seek over $4 billion for Hologic's surgical unit, FT says

HOLX TPG

Blackstone Energy Transition Partners Announces Agreement to Acquire Dresser Utility Solutions from First Reserve

Jul 6, 2026, 10:00 AM EDT - 7 weeks ago

Blackstone Energy Transition Partners Announces Agreement to Acquire Dresser Utility Solutions from First Reserve

Blackstone, CVC and MUFG among bidders for stake in Vietnam's MoMo, sources say

Jul 3, 2026, 6:32 AM EDT - 7 weeks ago

Blackstone, CVC and MUFG among bidders for stake in Vietnam's MoMo, sources say

MUFG

Blackstone's AI push comes with one very human requirement: endless meetings

Jul 3, 2026, 5:12 AM EDT - 7 weeks ago

Blackstone's AI push comes with one very human requirement: endless meetings

Blackstone's QTS terminates Digital Gateway data center project in Virginia

Jul 2, 2026, 6:17 PM EDT - 7 weeks ago

Blackstone's QTS terminates Digital Gateway data center project in Virginia

14 value stocks of companies primed for rapid growth through 2028

Jul 1, 2026, 12:10 PM EDT - 7 weeks ago

14 value stocks of companies primed for rapid growth through 2028

ASND BILL CG FIGR GWRE HUBS KKR

Digital Realty falls 4% after taking $3.5 billion stake in Blackstone's Virginia data centers

Jun 30, 2026, 4:57 AM EDT - 2 months ago

Digital Realty falls 4% after taking $3.5 billion stake in Blackstone's Virginia data centers

DLR

Digital Realty to buy Blackstone's data center stake in deal valuing assets at $7.8 billion

Jun 29, 2026, 4:14 PM EDT - 2 months ago

Digital Realty to buy Blackstone's data center stake in deal valuing assets at $7.8 billion

DLR

Blackstone says withdrawal limits are a ‘feature and not a flaw' designed to ‘protect investors from themselves'

Jun 24, 2026, 8:11 AM EDT - 2 months ago

Blackstone says withdrawal limits are a ‘feature and not a flaw' designed to ‘protect investors from themselves'

Blackstone plans $30 billion investment in Japan AI data centres, Nikkei reports

Jun 23, 2026, 12:07 PM EDT - 2 months ago

Blackstone plans $30 billion investment in Japan AI data centres, Nikkei reports

Medallia Announces Milestone Agreement with Group Led by Blackstone, Apollo, and FSK to Transition Ownership and Position Company for Next Era of Growth

Jun 17, 2026, 7:30 AM EDT - 2 months ago

Medallia Announces Milestone Agreement with Group Led by Blackstone, Apollo, and FSK to Transition Ownership and Position Company for Next Era of Growth

Blackstone Launches SablePointe Credit Strategies to Expand Origination Capabilities Across Asset-Based Lending and Specialty Credit Markets

Jun 16, 2026, 7:00 AM EDT - 2 months ago

Blackstone Launches SablePointe Credit Strategies to Expand Origination Capabilities Across Asset-Based Lending and Specialty Credit Markets

Investors choosier about private markets after turbulence, say pension fund advisers

Jun 15, 2026, 9:49 AM EDT - 2 months ago

Investors choosier about private markets after turbulence, say pension fund advisers

Blackstone's Brand on IPO Returns, Anthropic Partnership

Jun 10, 2026, 10:51 AM EDT - 2 months ago

Blackstone's Brand on IPO Returns, Anthropic Partnership

Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-up

Jun 9, 2026, 11:52 AM EDT - 2 months ago

Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-up

APO AVGO

Broadcom Partners With Apollo and Blackstone on AI Buildout. The Chip Maker Has a New Role.

Jun 9, 2026, 10:50 AM EDT - 2 months ago

Broadcom Partners With Apollo and Blackstone on AI Buildout. The Chip Maker Has a New Role.

AVGO APO

Broadcom, Apollo, Blackstone Launch $35 Billion AI Infrastructure Platform

Jun 9, 2026, 9:47 AM EDT - 2 months ago

Broadcom, Apollo, Blackstone Launch $35 Billion AI Infrastructure Platform

AVGO APO

Blackstone Transcript: Morgan Stanley US Financials Conference 2026

Jun 9, 2026, 9:40 AM EDT - 2 months ago

Blackstone Transcript: Morgan Stanley US Financials Conference 2026

Broadcom, Apollo, and Blackstone Establish Landmark Strategic Platform to Accelerate More Than 20 Gigawatts of Global AI Deployments

Jun 9, 2026, 9:00 AM EDT - 2 months ago

Broadcom, Apollo, and Blackstone Establish Landmark Strategic Platform to Accelerate More Than 20 Gigawatts of Global AI Deployments

APO AVGO

Apollo Leads $35 Billion Capital Solution for Broadcom AI XPV Platform in Partnership with Blackstone and Leading Global Banks

Jun 9, 2026, 9:00 AM EDT - 2 months ago

Apollo Leads $35 Billion Capital Solution for Broadcom AI XPV Platform in Partnership with Blackstone and Leading Global Banks

APO

Private credit roundup: Private equity catches the cold

Jun 5, 2026, 10:03 AM EDT - 2 months ago

Private credit roundup: Private equity catches the cold

ARCC ARES OWL BNY

SamuelNeedham866
SamuelNeedham866 Aug. 25 at 5:55 AM
$AMBA $BX $LMND $AEVA $ON Ambarella benefits from edge-AI and computer-vision demand, Blackstone benefits from alternative-asset management, Lemonade benefits from digital insurance adoption, Aeva advances lidar and sensing technologies, and ON Semiconductor benefits from automotive and power-semiconductor demand. I'm watching AI adoption, asset flows, insurance growth, lidar commercialization, and auto demand.
0 · Reply
StocktwitsNews
StocktwitsNews Aug. 24 at 8:07 PM
NVDA Invests In Blackstone-Backed Lancium To Expand AI Data Center Capacity $NVDA $BX https://stocktwits.com/news/equity/markets/nvda-invests-in-blackstone-backed-lancium-to-expand-ai-data-center-capacity/cZYKrKKRJFZ
1 · Reply
DonCorleone77
DonCorleone77 Aug. 24 at 4:09 PM
$NVDA $BX Nvidia, Lancium announce AI factory agreement for 15+ GW portfolio Lancium, an energy technology and infrastructure company enabling gigawatt-scale AI factory campuses, announced a strategic collaboration with NVIDIA (NVDA) to facilitate deployment of NVIDIA technology across Lancium's growing portfolio. In addition, NVIDIA has made a strategic investment in Lancium, a Blackstone (BX) portfolio company backed by significant investments from funds managed by Blackstone Energy Transition Partners and Blackstone Multi-Asset Investing. Through this partnership, Lancium's AI factory campuses, representing 4 gigawatts of leased capacity and a development pipeline exceeding 15 gigawatts of powered land will serve as strategic deployment sites for NVIDIA's total, full-stack AI factory platform, including accelerated computing, networking, and software.
0 · Reply
BeverlyAnderson803
BeverlyAnderson803 Aug. 22 at 3:40 PM
$AMBA $BX $LMND $AEVA $ON Ambarella benefits from edge-AI and computer-vision demand, Blackstone benefits from alternative-asset management, Lemonade benefits from digital insurance adoption, Aeva advances lidar and sensing technologies, and ON Semiconductor benefits from automotive and power-semiconductor demand. I'm watching AI adoption, asset flows, insurance growth, lidar commercialization, and auto demand.
0 · Reply
IN0V8
IN0V8 Aug. 21 at 3:57 PM
$AVGO six billion dollar financing deal secured with $APO and $BX Anthropic will benefit.
0 · Reply
CapitalMonk
CapitalMonk Aug. 20 at 11:24 PM
$BX Price: $141.35 (-2.58%) Trend: Bearish Market Bias (7D): Bullish Bias 📈 Expected Range: ±0.33% RSI: 65.2 | Momentum: Strong Momentum Volume: -35.6% vs avg Volatility: 2.81% Support: $123.00 | Resistance: $150.24 Data and analytics sourced from Thescanner educational research https://www.thescanner.ai
0 · Reply
chartistmind
chartistmind Aug. 20 at 9:21 PM
$BX
0 · Reply
ThisStockisDogShit
ThisStockisDogShit Aug. 20 at 3:08 PM
$QQQ $SPY $BX everything’s a bubble and QE doesn’t even move the needle…
0 · Reply
MeganCarlson234
MeganCarlson234 Aug. 20 at 7:29 AM
$BLK $DIS $GILD $ADI $BX BlackRock benefits from asset-management and ETF demand, Disney remains focused on streaming and entertainment monetization, Gilead benefits from pharmaceutical demand, Analog Devices benefits from industrial and automotive semiconductors, and Blackstone benefits from alternative-asset management. I'm watching fund flows, streaming profitability, drug sales, chip demand, and fundraising.
0 · Reply
TalkMarkets
TalkMarkets Aug. 20 at 6:24 AM
$40 Trillion Debt Black Hole: Is A Financial Crisis Coming? Also Mentions: $ARES $BX $OWL $GBDC https://talkmarkets.com/article/40-trillion-debt-black-hole-is-a-financial-crisis-coming-1787207021
2 · Reply
clan
clan Aug. 19 at 4:26 PM
$MNKD 's move up over the past 30 days is approved by Mr. Pickles. 🐿🥒👍 $UTHR $BX
0 · Reply
Buzzdaq
Buzzdaq Aug. 19 at 3:41 PM
$BX sto Sep18 150cc @ 4.25
1 · Reply
JCJustCharting
JCJustCharting Aug. 17 at 9:33 PM
$BX if you want to learn, just join the discord and you’d have known the two side of the trade https://x.com/jc_justcharts/status/2089465446026137852?s=46
0 · Reply
MoneyMacG
MoneyMacG Aug. 17 at 8:53 PM
$BX $SNPX $ABBV $DFNS $FSLY row
0 · Reply
Tomjam
Tomjam Aug. 17 at 6:40 PM
$BX i sould have sold calls at 147. Now might sell 130 puts.
0 · Reply
ghostlyrider
ghostlyrider Aug. 17 at 3:49 PM
$BX BX Analyst Ratings Over Time TYPE CURRENT FORECAST 8/17/25 TO 8/17/26 1 MONTH AGO 7/18/25 TO 7/18/26 3 MONTHS AGO 5/19/25 TO 5/19/26 1 YEAR AGO 8/17/24 TO 8/17/25 Strong Buy 0 Strong Buy rating(s) 0 Strong Buy rating(s) 0 Strong Buy rating(s) 0 Strong Buy rating(s) Buy 13 Buy rating(s) 13 Buy rating(s) 11 Buy rating(s) 7 Buy rating(s) Hold 11 Hold rating(s) 11 Hold rating(s) 11 Hold rating(s) 9 Hold rating(s) Sell 0 Sell rating(s) 0 Sell rating(s) 1 Sell rating(s) 0 Sell rating(s) Consensus Price Target $147.95 $145.52 $151.05 $170.44 Forecasted Upside 4.95% Upside 14.62% Upside 32.14% Upside -0.68% Downside Consensus Rating MODERATE BUY MODERATE BUY HOLD HOLD
0 · Reply
QualityFactorAdvisors
QualityFactorAdvisors Aug. 15 at 8:41 AM
$BX $GIS $TTD $TGT Blackstone benefits from alternative-asset management, General Mills remains tied to consumer staples demand, Trade Desk benefits from digital advertising and connected-TV spending, and Target remains tied to retail traffic. I'm watching fundraising, consumer spending, ad budgets, and same-store sales.
1 · Reply
penny_z
penny_z Aug. 15 at 7:24 AM
$APO $BX $GS $NVDA $SPY
1 · Reply
penny_z
penny_z Aug. 15 at 7:24 AM
$NVDA $GS $BX $APO $SPY Bloomberg exposes the truth behind Jensen Huang’s "$500 Billion AI Financing" headline: • Slow Progress: Goldman, Blackstone & Apollo were struggling for months to structure complex AI debt deals due to massive credit risks. • The Desperate Bluff: Frustrated by slow talks, Jensen went rogue and publicly announced a massive $500B figure with "no obvious provenance." • The Reality: "No deals were signed by the time of the announcement." It was an unvetted PR stunt to project synthetic demand ahead of Aug 26 earnings. Why this confirms the top: 1. Customers have run out of organic cash—they need bespoke Wall Street debt to buy GPUs. 2. Private equity titans are hesitant to sign off on debt backed by rapidly depreciating silicon. 3. Desperation PR indicates the order book isn't as bulletproof as retail bulls believe. When the CEO has to pump fake $500B debt consortiums without a single signed contract, the bubble is at its limit.
2 · Reply
holdingbags
holdingbags Aug. 15 at 4:23 AM
$BX
0 · Reply
GorillaTrades
GorillaTrades Aug. 14 at 7:27 PM
Top 3 #momentum #stocks In The GorillaTrades #portfolio This Week: Ovintiv $OVV +6.9%, Blackstone $BX +5.6%, and Hancock Whitney $HWC +2.9%
0 · Reply