Jensen Huang’s $500 Billion Nvidia AI Financing Bet Faces a China Problem—Could Cheaper Chinese Chips Sink GPU Values?

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

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.

Wall Street Is Now Backing the Clarity Act. Here's the Most Likely Scenario for What Happens Next With Crypto.

Goldman Sachs has joined Wall Street in backing the Digital Asset Market Clarity Act, but prediction markets suggest final passage is unlikely until mid-2027 at the earliest due to Democratic concerns about ethics provisions. The crypto industry may need to rely on regulatory support from the SEC, CFTC, and OCC if the legislation stalls. Companies with strong Wall Street relationships like Coinbase and Circle are positioned to grow regardless of the Clarity Act's passage.