Nvidia Is on Track to Beat the S&P 500 for the 4th Straight Year. Should Its $500 Billion AI Infrastructure Financing Plan Give Investors Pause?

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.

08/18/2026, 10:20 AM • The Motley Fool

Broadcom's AI Financing Could Reach $370 Billion. But It's Not as Bad as It Sounds.

Bank of America downgraded Broadcom's debt over concerns about a new $370 billion AI financing platform the company created with Apollo Global Management and Blackstone. However, the $370 billion represents a modeled ceiling on future hypothetical deals, not actual debt. Broadcom has currently committed only $29 billion on the first transaction, with potential losses capped at that amount. The company's strong earnings growth (88% YoY) provides cushion against downside risks.

08/17/2026, 4:17 PM • The Motley Fool

I Think You Missed CoreWeave's Zero-Cost-Basis Engine

CoreWeave's business model challenges the bear case that older GPUs become obsolete quickly. The company secured a multi-year renewal on 2020-era Nvidia A100 chips extending through 2029, demonstrating that older hardware can generate profitable revenue in subsequent contracts after initial debt is paid down. Debt markets are increasingly pricing in this residual value, with CoreWeave's new $2.6 billion facility having a longer maturity than underlying customer contracts, signaling lender confidence in GPU longevity.

08/14/2026, 11:24 AM • The Motley Fool

Intel Is Raising Billions in Equity. History Says This Is What the Stock Will Do Next.

Intel completed a $20-23 billion equity offering to fund semiconductor fab expansion and potentially acquire stakes from partners like Brookfield Infrastructure. The capital raise signals accelerated AI demand and successful foundry operations, with potential shareholder benefits if Intel buys out existing partners' stakes in its fabs.

08/12/2026, 8:09 AM • The Motley Fool

Nvidia Just Recruited Wall Street to Help Fund $500 Billion in AI Infrastructure. Here’s the Catch.

Nvidia partnered with major Wall Street firms (Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, KKR) to create compute financing platforms targeting $500 billion in AI data center funding. While the deal aims to accelerate AI infrastructure buildout, the author expresses skepticism about its sustainability, noting that hyperscalers are increasingly relying on debt markets and questioning whether GPUs' shorter lifespan makes them viable collateral compared to traditional assets like power plants.

08/11/2026, 6:22 PM • The Motley Fool

Athene Prices $1,000,000,000 Investment Grade Senior Notes Offering

Athene Holding Ltd. announced the sale of $1 billion in 6.150% senior notes due 2036, with proceeds intended for general corporate purposes and capital contributions to insurance subsidiaries to support organic growth. The offering is expected to close on August 7, 2026.

08/05/2026, 8:13 PM • GlobeNewswire

Apollo Announces Conversion Rate for Mandatory Convertible Preferred Stock

Apollo Global Management announced that its 6.75% Series A Mandatory Convertible Preferred Stock will automatically convert into common stock on July 31, 2026, at a conversion rate of 0.5074 shares per preferred share. Preferred stockholders will receive a final quarterly dividend of $0.8438 per share on the conversion date.

07/30/2026, 6:45 AM • GlobeNewswire

Baggage Claim: Apollo’s $7.7 Billion Bid to Acquire easyJet

Apollo Global Management has made a £5.7 billion ($7.7 billion) cash offer to acquire easyJet, viewing the airline as undervalued despite sector headwinds from rising fuel costs and geopolitical disruptions. The bid has triggered a 46% rally in easyJet shares and signals that private equity sees cyclical pricing inefficiencies rather than terminal decline in European budget aviation. Apollo plans to expand ancillary revenues and the package holiday division to improve margins. The deal faces an August 7, 2026 regulatory deadline and must navigate EU foreign ownership restrictions.

07/14/2026, 11:10 AM • Investing

Private Credit Is Coming to 401(k) Plans. These Are the Alternative Asset Managers Set to Cash In.

Private credit investments are expected to become available in 401(k) plans, opening a massive $14 trillion market opportunity. While private credit offers higher returns, it carries significant risks including illiquidity and interest rate sensitivity. Alternative asset managers like Blackstone, Apollo Global Management, and KKR are well-positioned to capitalize on this expansion without investors needing to directly buy private credit funds.

07/10/2026, 10:15 PM • The Motley Fool

IMF Head Warns Policymakers Not To Ignore Growing Fears Over AI And Jobs— 'We Collectively Did Not Appreciate...'

IMF Managing Director Kristalina Georgieva warned policymakers that AI's job displacement risks must not be ignored, comparing the situation to globalization's uneven impact. While some economists argue AI is creating jobs in infrastructure and specialized roles, concerns persist about potential disruption to 60% of jobs in advanced economies and 40% globally, with younger and middle-class workers facing greatest risk.

06/10/2026, 8:18 AM • Benzinga

Why Is Broadcom Stock Falling Tuesday?

Broadcom stock fell 3.17% on Tuesday as investors rotated away from growth-oriented technology stocks amid a broader market sell-off. The decline was triggered by Broadcom's unchanged AI revenue outlook for fiscal 2027 despite strong Q2 results, disappointing investors seeking accelerated growth signals. The broader Nasdaq declined 2.06% as market sentiment shifted toward defensive sectors like real estate and healthcare.

06/09/2026, 2:30 PM • Benzinga

Buy the Dip? Broadcom’s AI Moat Is Wider Than Ever

Despite a recent stock decline following earnings, Broadcom's AI business remains strong with 143% growth in its core AI segment, $10.3 billion in free cash flow, and $30+ billion in AI-semiconductor bookings. The market's concern over gross margin compression from 77.1% to 74% misses the bigger picture: operating margins expanded to a record 67.3%, driven by strategic product mix shifts toward higher-volume custom AI accelerators. Alphabet's $80 billion capital raise for AI infrastructure and potential $35 billion private-credit financing discussions further support long-term demand visibility.

06/05/2026, 8:18 AM • Investing

Broadcom Says AI Demand Is 'Insatiable'

Broadcom reported strong Q2 2026 earnings with record profitability and 48% revenue growth driven by AI demand, but shares fell 15.68% in premarket trading. The decline was triggered by the company's decision to maintain rather than raise its long-term AI revenue target, disappointing investors who had built up elevated expectations ahead of the report.

06/04/2026, 8:17 AM • Benzinga

A $3 Million Insurance Bet: What This Fund Might Be Seeing in Ryan Specialty Stock

Guardian Point Capital increased its stake in Ryan Specialty Holdings by 75,000 shares (worth ~$3.2M) in Q1 2026, bringing its total position to 575,000 shares. Despite the stock being down 55% over the past year, the fund's purchase signals confidence in the company's strong Q1 performance, which showed 15.2% revenue growth and 20.5% EPS growth, suggesting the fund views recent weakness as a buying opportunity.

05/31/2026, 3:24 PM • The Motley Fool

As Broadcom Eclipses $2 Trillion, Private Credit Giants Wants In

Broadcom has reached a $2 trillion market capitalization and is in discussions with Blackstone and Apollo Global Management for $35 billion in private credit funding to support its AI chip development. While the deal signals confidence in Broadcom's AI chip demand outlook, it would increase total debt to approximately $100 billion. However, analysts note the company's leverage ratio would remain healthy at around 2x Net Debt/EBITDA, and strong EBITDA growth of 54.5% YOY suggests the balance sheet would remain sound.

05/18/2026, 8:30 AM • Investing