Michael Burry's Chilling Warning as $100 Oil Collides With AI Debt Explosion: 'Not Sure How Much Longer'

Nvidia Stock Soars After Q2 Earnings: Is NVDA Still a Buy?

Nvidia surged 7% after delivering blockbuster Q2 earnings with $96.22B revenue (106% YoY growth) and raising FY28 guidance to ~70% growth. The Vera Rubin platform is ramping ahead of schedule with orders from all major hyperscalers. However, gross margins are expected to compress from 75% to 71-72% due to rising memory costs, and the company's massive capital commitments warrant monitoring.

Apollo’s Atlantic Aviation Stake Puts KKR’s Long-Term Conviction in Focus

Apollo KKR Deal values Atlantic Aviation near $10 billion as APO edges higher and analysts maintain a Buy consensus.

Apollo Global Management Announces Acquisition Of Significant Interest In Atlantic Aviation From KKR At Valuation Of Nearly $10B; KKR Remains Substantial Shareholder

Enbridge Forms JV With KKR In Collaboration With Apollo Funds To Extend C$2.7B Of Financing For The Previously Sanctioned Aspen Point And Sunrise Expansion Programs Of The Westcoast Natural Gas Pipeline System

Under the agreement, KKR and Apollo will invest approximately C$2.7 billion to fund the Expansions, including C$0.7 billion of cash to Enbridge at closing, in exchange for an indirect, cumulative 29% interest in the

Oppenheimer Maintains Outperform on Blackstone, Raises Price Target to $171

BDCs Are Selling Investment-Grade Bonds Again After a Frozen Quarter

Business development companies (BDCs) are resuming debt issuance after a period of market freeze, with Barings BDC issuing $350 million in bonds at 6.5% interest. While this signals easing credit concerns in the sector, the shift to fixed-rate debt presents both opportunities and risks depending on future interest rate movements.