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Filed: 2026-07-31 AccNo: 0001140361-26-030498 Size: 220 KB Item 1.01: Entry into a Material Definitive Agreement Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
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Montagu has completed its acquisition of a majority stake in Helix through a carve-out from BMC Software, making Helix a fully independent company. KKR will maintain ownership of BMC and retain a minority stake in Helix. The move aims to give Helix greater focus and flexibility to accelerate growth and innovation in agentic AI ServiceOps solutions.
Realty Income will retain 51% ownership of a 54-property European net lease venture while KKR invests €528 million for 49%, with KKR's returns capped at 6.3%-6.5% IRR. The deal reflects Realty Income's shift toward private capital funding, with public equity comprising only 18% of first-half 2026 investments versus a historical 47% average. The company raised its 2026 investment guidance to $10 billion, and the venture is expected to close September 30.
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.
Nvidia has partnered with six major financial institutions (BlackRock, Blackstone, KKR, Apollo Global Management, Brookfield, and Goldman Sachs) to create a $500 billion AI infrastructure financing plan. The deal aims to securitize AI compute assets and diversify Nvidia's customer base beyond hyperscalers. While the plan resembles financial engineering that could amplify an AI slowdown, it positions Nvidia as a critical ecosystem provider and enables recurring revenue streams through inferencing-as-a-service.