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

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

GNI Group to Acquire Ayumi Pharmaceutical Holdings, Expanding Its Position as a Global Biopharmaceutical Company

GNI Group announced its acquisition of Ayumi Pharmaceutical Holdings for approximately ¥44.8 billion from shareholders led by Blackstone. The transaction establishes a large-scale pharmaceutical platform in Japan, with combined fiscal 2026 revenue expected to reach ¥65.2 billion. Ayumi Pharmaceutical, a specialty pharmaceutical company with leading positions in pain management and rheumatology, will become a wholly owned subsidiary of GNI Group.

06/07/2026, 7:41 PM • Benzinga

GNI Group to Acquire Ayumi Pharmaceutical Holdings, Expanding Its Position as a Global Biopharmaceutical Company

GNI Group announced the acquisition of Ayumi Pharmaceutical Holdings for approximately ¥44.8 billion, making it a wholly owned subsidiary. The transaction establishes a large-scale pharmaceutical platform in Japan with leading positions in pain management and rheumatology, expected to increase combined fiscal 2026 revenue to approximately ¥65.2 billion. The acquisition strengthens GNI Group's commercial capabilities and geographic diversification across Japan, China, and the United States.

06/07/2026, 7:41 PM • GlobeNewswire

Alterra IOS Secures $244M Financing to Fuel Growth of National Industrial Outdoor Storage Platform

Alterra IOS closed a $244 million loan from Blackstone Real Estate Debt Strategies to support its industrial outdoor storage platform expansion. The financing, secured by 37 properties across 27 markets, brings Alterra's total institutional debt to over $1.8 billion. This marks Blackstone's sixth IOS sector loan, with total exposure exceeding $1.1 billion. Alterra has acquired over 470 properties across 39 states using an innovative equity pledge framework instead of traditional mortgage structures.

06/05/2026, 12:59 PM • GlobeNewswire

Billionaire Investor Backs Meta And Alphabet As AI Spending Surges

Hedge fund billionaire Daniel Loeb's Third Point LLC added significant positions in Meta Platforms and Alphabet in Q1 FY26, acquiring 90,000 and 175,000 shares respectively. Meta beat earnings expectations with $56.31B revenue and announced increased infrastructure spending, while Alphabet reported strong quarterly earnings of $5.11 per share and plans to raise $80B for AI infrastructure investments. Both companies are aggressively expanding AI capabilities through partnerships, acquisitions, and new product launches.

06/05/2026, 12:06 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

Wealthy Investors Are Fleeing Private Credit — and Blackstone Just Had to Put Up a Wall to Stop Them

Blackstone's flagship private credit fund (BCRED) is experiencing increased redemption requests, rising from 8% to 10% of shares in consecutive quarters. The fund is now implementing restrictions on withdrawals due to investor concerns about exposure to struggling software companies facing AI-related disruption. While Blackstone claims the fund remains well-capitalized, the trend highlights growing uncertainty in the private credit sector.

06/04/2026, 1:25 PM • The Motley Fool

Stock Market Today: Nasdaq 100 Slips As Broadcom Plunges, Bitcoin Hits 4-Month Lows

The Nasdaq 100 fell 0.7% as chip stocks stumbled, with Broadcom cratering 15% despite beating earnings due to weak AI-chip revenue guidance. The Dow Jones rallied 1.7% on defensive and financial strength, while the S&P 500 remained flat. Bitcoin hit a 4-month low at $61,310. Other tech stocks like CrowdStrike, Ciena, and Five Below also declined despite beating estimates, reflecting a 'beat-and-bleed' market dynamic. Healthcare and financial stocks led gains.

06/04/2026, 1:09 PM • Benzinga

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