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

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

3 Reasons Investors Should Avoid Jersey Mike's Stock After Its IPO

Jersey Mike's Subs (JMKE) debuted on July 30 but closed its first trading day below its $23 IPO price. The article advises investors to avoid the stock due to three concerns: early investors like Blackstone used the IPO to sell holdings, the stock trades at an expensive 11x sales multiple compared to competitors like Chipotle (4x) and Cava (6x), and the company's modest 11% revenue growth and 2.3% same-store sales increase don't justify the valuation. Additionally, Jersey Mike's waited until operating 3,300 locations to go public, potentially missing years of high-growth expansion, and now relies on unproven international expansion for future returns.

08/05/2026, 1:07 PM • The Motley Fool

SMAR Shareholder Alert: Wolf Popper LLP Files Securities Class Action Lawsuit Against Smartsheet Inc.

Wolf Popper LLP filed a securities class action lawsuit against Smartsheet Inc. on behalf of shareholders who sold stock between June 1 and September 23, 2024. The lawsuit alleges that Smartsheet failed to disclose material information about acquisition offers from Blackstone and Vista Equity Partners ($56.25-$56.50 per share) while simultaneously repurchasing its own stock at significantly lower market prices (~$46.45 average). The merger eventually closed on January 22, 2025, at $56.50 per share.

08/05/2026, 11:57 AM • GlobeNewswire

Is the Private Credit Boom a Gift or a Risk for BDC Income Investors?

The growth of private credit by major financial firms like Blackstone presents a mixed outlook for smaller BDCs such as Main Street Capital and Ares Capital. While increased legitimacy and partnership opportunities could benefit BDCs, larger competitors with deeper pockets will likely secure the best deals, leaving smaller BDCs with riskier portfolios. BDCs offer attractive yields but remain vulnerable during economic downturns, making them better suited as income supplements rather than core dividend holdings.

07/29/2026, 12:15 PM • The Motley Fool

Retail Investors Are Pulling Money From Blackstone's Private Credit Fund. Here's What Its Latest Quarter Says.

Despite retail investors withdrawing 10% of capital from Blackstone's BCRED private credit fund in Q2 (exceeding the 5% redemption cap), the company reported strong financial results with distributable earnings up 26% to $2 billion. The article argues that AI investments, not private credit concerns, are the real driver of Blackstone's growth, with nine of its ten best-performing assets having AI exposure. The company raised $70 billion in total inflows and continues expanding its data center platform through partnerships with Google.

07/26/2026, 4:30 PM • The Motley Fool

Angelini Pharma Completes Acquisition of Catalyst Pharmaceuticals

Italian pharmaceutical company Angelini Pharma has completed its acquisition of Catalyst Pharmaceuticals for approximately $4.1 billion USD ($3.5 billion EUR). The deal strengthens Angelini Pharma's global presence in brain health and rare diseases while expanding into the U.S. market. Blackstone will invest €1 billion in preferred equity, and CDP Equity will acquire a 23.5% stake in Angelini Pharma for approximately €1 billion.

07/16/2026, 3:36 AM • GlobeNewswire

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

GNI Group Completes Acquisition of AYUMI Pharmaceutical

GNI Group Ltd. has completed its acquisition of Ayumi Pharmaceutical Holdings Co., Ltd. from Blackstone and other shareholders for approximately JPY 44.8 billion. The acquisition marks GNI Group's entry into Japan's pharmaceutical market, establishing what the company calls its 'Second Founding Phase' as a global biopharma company. Ayumi Pharmaceutical, with JPY 38.5 billion in annual revenue and over 80% market share in acetaminophen products, will operate as a wholly owned subsidiary while maintaining its brand names and product portfolio.

07/01/2026, 9:07 PM • GlobeNewswire

Digital Realty Prices Secondary Offering of Common Stock by Blackstone

Digital Realty announced the pricing of an underwritten public offering of 12.3 million shares by Blackstone affiliates at $185 per share. The offering is contingent on Digital Realty's acquisition of Blackstone's interests in two Northern Virginia data center joint ventures (Digital Carver Dulles 9 and Digital Carver Brickyard), expected to close on June 30, 2026. Digital Realty will not receive proceeds from the secondary offering.

06/30/2026, 12:26 AM • GlobeNewswire

Blackstone Private Credit Limits Redemptions: It's "a Feature, Not a Bug"

Blackstone and other major private credit funds are limiting investor redemptions as concerns grow about credit quality and economic conditions. Blackstone capped redemptions at 5% despite receiving 10% requests. While redemption limits help stabilize markets by preventing forced asset sales, they also signal underlying concerns about loan performance and may fuel investor anxiety.

06/28/2026, 12:15 PM • The Motley Fool

Oracle’s Sell-Off Looks More Like a Mispricing Than a Warning

Oracle's recent stock sell-off is viewed as an overreaction to SaaS disruption and debt concerns, despite the company's strong position as a blue-chip AI infrastructure player with a trillion-dollar backlog. Trading at only 22X current-year earnings with potential P/E ratios falling to 8X within four years, analysts see significant upside potential of 50-500% as backlog converts to revenue. The stock is expected to rebound near-term with catalysts including Q1 2027 earnings in September and Oracle's AI World conference in October.

06/24/2026, 12:30 PM • Investing

How GPUs Are Becoming the Hottest Asset Class

GPUs have evolved from gaming chips into a distinct financial asset class, with standardized pricing, financing structures, and risk-transfer tools emerging. The GPU financing market reached $20-34 billion by early 2026, driven by massive AI infrastructure spending. However, the asset class faces challenges including uncertain depreciation rates, volatile rental prices, ecosystem concentration, and risks from custom silicon and export controls.

06/13/2026, 4:03 AM • Investing