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

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

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

Boralex Receives all Regulatory Approvals for Arrangement with Brookfield and La Caisse

Boralex Inc. announced it has received all regulatory approvals required for its plan of arrangement with Brookfield and La Caisse. The arrangement, approved by shareholders on June 4, 2026, and by the Superior Court of Québec on June 5, 2026, is expected to close on or about August 14, 2026, subject to satisfaction of remaining closing conditions.

08/06/2026, 7:17 PM • GlobeNewswire

Boralex obtient toutes les approbations réglementaires pour réaliser l’arrangement avec Brookfield et La Caisse

Boralex has obtained all required regulatory approvals for its plan of arrangement with Brookfield and its institutional partners (including Brookfield Renewable Partners) and La Caisse. The arrangement, approved by shareholders on June 4, 2026, and by Quebec Superior Court on June 5, 2026, is expected to close around August 14, 2026, subject to remaining closing conditions.

08/06/2026, 7:17 PM • GlobeNewswire

Brookfield Completes Acquisition of Oaktree

Brookfield has completed its acquisition of Oaktree, a premier credit manager, combining their platforms to offer comprehensive credit solutions across opportunistic credit, real asset credit, asset-backed finance, and corporate performing credit. The acquisition strengthens Brookfield's ability to invest across market cycles and expands its U.S. presence to over 60% of its employee base, while leveraging Oaktree's global reach across 18 countries.

08/03/2026, 6:45 AM • GlobeNewswire

Why Insurance Stocks Can Be Some of the Market's Best Long-Term Compounders

Insurance companies can be powerful long-term compounders due to their ability to invest the float—premiums collected before claims are paid out. Different insurers take varying approaches: aggressive investors like Berkshire Hathaway invest heavily in stocks and acquire companies, while conservative insurers like Progressive focus on bonds for stable income. Cincinnati Financial offers a middle ground with ~39% equity exposure and a 50+ year dividend increase streak.

07/27/2026, 9:15 PM • The Motley Fool

NAVER, NVIDIA and Brookfield to Expand Korea’s National AI Factory Infrastructure Buildout

NAVER, NVIDIA, and Brookfield announced plans to expand Korea's sovereign AI factory infrastructure from 55 megawatts to 200 megawatts by 2028, with NVIDIA investing $1 billion and Brookfield committing up to $9 billion. The expansion at NAVER's GAK Sejong data center will provide AI compute infrastructure for Korean and U.S. innovators, supporting NAVER's path toward gigawatt-scale AI infrastructure.

07/25/2026, 1:10 AM • GlobeNewswire

The AI Boom's Best-Kept Secrets: 3 Companies Flying Under the Radar

While semiconductor stocks dominate AI investment discussions, three lesser-known companies are quietly capitalizing on the broader AI infrastructure boom. Brookfield Corporation is launching AI infrastructure funds to address capital constraints, Energy Transfer is expanding gas pipeline capacity to power data centers, and Prologis is leveraging warehouse and data center demand driven by the estimated $7 trillion in data center capex expected by 2030.

07/22/2026, 1:05 PM • The Motley Fool

Brookfield Wealth Solutions Announces Shareholder Approval of Transaction to Simplify Corporate Structure and Results of 2026 Annual General and Special Meeting

Brookfield Wealth Solutions shareholders approved a corporate restructuring transaction that will result in the company being delisted and Brookfield Corporation becoming the new parent entity listed on TSX and NYSE under symbol 'BN'. The transaction is expected to close by year-end pending regulatory approvals. All nominated board directors were elected.

07/16/2026, 8:31 PM • GlobeNewswire

Brookfield Announces Shareholder Approval of Transaction to Simplify Corporate Structure and Results of 2026 Annual and Special Meeting

Brookfield Corporation received shareholder approval on July 16, 2026, for a transaction to simplify its corporate structure. Upon completion, Brookfield Corporation Ltd. will become the new parent entity, listed on TSX and NYSE under symbol 'BN'. The transaction is expected to close by year-end pending regulatory approvals. All 16 board director nominees were elected at the meeting.

07/16/2026, 8:27 PM • GlobeNewswire

Brookfield Quietly Built a $180 Billion Insurance Business. Here's Why It Could Be the Next Growth Engine.

Brookfield has quietly built a $180 billion insurance platform over the past five years through strategic acquisitions, with distributable earnings growing from $30 million in 2021 to $1.7 billion last year. The company plans to recombine with Brookfield Wealth Solutions and aims to grow insurance assets to $350 billion by 2030, with this segment expected to contribute 34% of total earnings growth and drive a projected 25% compound annual earnings growth rate through 2030.

07/14/2026, 2:05 PM • The Motley Fool

Brookfield Residential 2026 Second Quarter Results Conference Call Notice

Brookfield Residential Properties ULC announced that its 2026 second quarter financial results will be released on July 29, 2026, followed by a conference call on July 30, 2026 at 11:00 am EST to discuss quarterly results and business initiatives with senior management.

07/08/2026, 2:39 PM • GlobeNewswire

Here's Why Bloom Energy Stock Rallied Again Today

Bloom Energy stock surged 9.3% as of midday trading, driven by continued momentum in AI infrastructure demand. The rally was fueled by Anthropic's announcement of a $19 billion data center lease with TeraWulf, following Bloom's expanded $25 billion partnership with Brookfield last week. Bloom's solid-oxide fuel cell technology is becoming critical for powering AI data centers, with the stock up over 240% year-to-date.

07/06/2026, 12:15 PM • The Motley Fool

Berkshire Hathaway Is Really a Financial Powerhouse in Disguise. Here's What That Means for Investors.

Despite appearing as an industrial conglomerate, Berkshire Hathaway is fundamentally a financial stock built on its insurance operations. The company's strength lies in investing insurance float—premiums collected upfront before claims are paid. With nearly $400 billion in cash and new CEO Greg Abel taking over from Warren Buffett, Berkshire is well-positioned to capitalize on market downturns and continue its successful investment strategy.

07/04/2026, 7:15 PM • The Motley Fool