NVIDIA's Jensen Huang Says AI Isn’t Just Tech Anymore — It’s Infrastructure, and Wall Street Is Financing It

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

I'd Rather Own Bloom Energy Than Nvidia Right Now. Here's My Case.

While both Bloom Energy and Nvidia are strong AI plays, analyst Leo Sun argues Bloom Energy offers better upside potential. Bloom develops solid oxide fuel cells for data center power, with a $20 billion backlog and backing from Brookfield Asset Management. Despite trading at 36x forward EBITDA versus Nvidia's 12x, Bloom's projected 70% revenue CAGR and 120% EBITDA CAGR (2025-2028) exceed Nvidia's 48% and 52% growth rates, while Nvidia faces increasing competition from AMD, Broadcom, and others.

Will Bloom Energy Be the Next SpaceX? What the Numbers Actually Say.

Bloom Energy's stock has surged 1,780% over two years, driven by strong demand from AI and cloud companies for its solid oxide fuel cells. With a $20 billion backlog and expected 70% revenue CAGR through 2028, the company is positioned as a leader in utility-scale fuel cell deployments. While trading at a premium valuation (71x adjusted EBITDA), analysts suggest it could outperform SpaceX as an investment due to its simpler business model and less competitive niche market.

BlackRock's Exec Says CLARITY Act Is 'Less Critical' for Bitcoin Other Cryptos

BlackRock says the Clarity Act matters less for Bitcoin as institutions increasingly treat BTC like digital gold.