Jensen Huang Says Nvidia’s 2020 A100 GPUs Can Stay ‘Mission-Capable’ Through 2029—Here’s Why It Matters for the AI Boom

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.

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.