Blackstone CEO Sounds Alarm on AI Supply Crunch: 'Seldom in My Career Have I Seen' Anything Like It

Blackstone Leads $300 Million Debt Financing for Gooch & Housego Buyout

Blackstone has reportedly led a $300 million debt financing package to support the buyout of Gooch & Housego.

Blackstone CEO Dismisses AI Bubble Fears: 'Critical Scarcity of Supply Has Intensified'

Steve Schwarzman, a top billionaire, has dismissed AI bubble fears, pointing to the rising demand for AI and constrained supply

Blackstone Reports Third-Quarter 2026 Financial Results

Blackstone reported an increase in third-quarter net income driven by gains in AI infrastructure investments, despite a decline in distributable earnings.

The Stock Market Sounds an Alarm for the First Time in Nearly 27 Years. Here Is What History Says the S&P 500 Will Do Next.

The S&P 500's CAPE ratio has climbed above 40 for the first time since the dot-com bubble, signaling historically expensive valuations. While the Buffett indicator also suggests overvaluation, today's market differs from the late 1990s because major companies like Microsoft, Alphabet, Amazon, and Nvidia are highly profitable. Rather than predicting an imminent crash, investors should reassess portfolio risk, trim AI/speculative tech exposure, and focus on blue-chip stocks with strong fundamentals and cash flow generation.

Better Buffett Stock: Alphabet vs. Apple

The article compares Alphabet and Apple as investment opportunities, noting that Alphabet is taking an aggressive AI-first approach with $200 billion in data center spending, while Apple is adopting a more conservative strategy by licensing Google's Gemini model. Alphabet trades at 22x forward earnings versus Apple's 36x, making it significantly cheaper. The author recommends Alphabet as the better buy due to its lower valuation and stronger AI positioning, despite Apple's more cash-conservative business model.

'Salesforce Customers Brace For New Fees to Use Claude in Its Apps' - The Information