Is KKR a Buy After Its Latest Earnings Report?

KKR posted strong Q3 2026 earnings, beating analyst estimates with adjusted net income up 29% to $1.78 per share and revenue of $4.56 billion, though GAAP revenue declined year-over-year due to lower insurance revenue. Assets under management rose 11% to $804 billion. However, the analyst recommends KKR only for long-term investors with high risk tolerance, citing the company's inherent volatility tied to market conditions and concerns about potential interest rate hikes making financing more expensive.

11/11/2026, 6:14 AM • The Motley Fool

Why Isn't Realty Income's Stock Taking Off After Strong Earnings Results?

Realty Income delivered solid Q3 2026 earnings with 3.7% AFFO per share growth, 98.8% occupancy, and a well-covered dividend, but the stock hasn't surged due to modest earnings growth at its large scale. Despite strong operational metrics and a 5.6% dividend yield, the REIT's limited growth potential and interest rate headwinds constrain stock appreciation, though it remains an attractive income investment for steady double-digit returns.

11/03/2026, 12:47 PM • The Motley Fool

Realty Income Has Paid 676 Consecutive Monthly Dividends. Here’s How Its Earnings Results Fit the Bigger Picture.

Realty Income reported Q3 2026 earnings with AFFO up 3.7% to $1.12 per share and raised full-year guidance to $4.45-$4.46. The REIT maintains a 73% dividend payout ratio, invested $2.6 billion in the quarter at 6.8% yield, and continues its 56-year streak of consecutive monthly dividends supported by a diversified tenant base and 96%+ occupancy rates.

11/03/2026, 12:30 PM • The Motley Fool

Rhythm Pharmaceuticals and LG Chem Enter into Amendment to Bivamelagon Exclusive License Agreement

Rhythm Pharmaceuticals amended its global licensing agreement with LG Chem for bivamelagon, reducing royalties from low-to-mid-single digits to 1% on MC4R agonist sales while committing to $350 million in fixed payments over four years. The company also secured a $750 million term-loan facility led by KKR's HealthCare Royalty and Blackstone to support the agreement, commercialization efforts, and pipeline development.

11/02/2026, 9:59 PM • GlobeNewswire

Global Private Credit and Alternative Lending Market Strategic Report, 2026-2031 | AUM Set to Reach USD 3.36 Trillion as AI Infrastructure and Bank Retrenchment Drive Growth

The global private credit and alternative lending market is projected to reach USD 3.36 trillion by 2031, growing at 7.8% CAGR from a 2026 base of USD 2.31 trillion. Growth is driven by AI/data-center infrastructure debt, insurance-linked capital, and bank retrenchment, though the market faced liquidity stress in 2025-26 concentrated in retail-facing vehicles, resulting in significant redemption pressures and market capitalization losses for major managers.

10/21/2026, 4:59 AM • GlobeNewswire

Hyperion Materials & Technologies Acquires The Ultra-Met Company

Hyperion Materials & Technologies has acquired Ultra-Met Company, an Urbana, Ohio-based tungsten carbide manufacturer, to expand its capabilities in serving the US aerospace and defense industries. The acquisition aims to strengthen Western-sourced carbide supply chains and address global supply chain instability for critical defense materials.

10/14/2026, 11:00 AM • GlobeNewswire

Helix to advance ServiceOps and help enterprises create measurable business value as it completes carve-out from BMC, under Montagu

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.

10/02/2026, 10:00 AM • GlobeNewswire

Why Thomson Reuters Stock Topped the Market on Thursday

Thomson Reuters stock rose 2.09% after the company closed the sale of a 51% stake in its global print unit to KKR-advised capital accounts for approximately $500 million. The newly formed Westbridge Print will operate as a joint venture, allowing Thomson Reuters to focus on next-generation AI solutions for tax, audit, compliance, and legal sectors.

10/01/2026, 7:11 PM • The Motley Fool

10-Year Treasury Yields Are Back Over 5% After the Fed Raised Rates. 3 Reasons Why This S&P 500 Dividend Stock Is a Better Buy for Long-Term Passive Income Investors

With 10-year Treasury yields surpassing 5%, Realty Income (O) is presented as a superior alternative for long-term passive income investors. The REIT owns over 15,500 diversified properties, has increased its monthly dividend 136 times since 1994, and is expanding through joint ventures with KKR in private capital and data centers, positioning it for continued dividend growth unlike fixed Treasury coupons.

09/27/2026, 11:03 AM • The Motley Fool

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

Jensen Huang Explained $500 Billion of Wall Street Money in Five Words

Nvidia CEO Jensen Huang announced a $500 billion financing initiative with Goldman Sachs, BlackRock, KKR and others to mobilize capital for AI infrastructure. The five-word thesis 'In AI, compute is revenue' frames Nvidia chips as collateral for loans, similar to aircraft or rail cars. However, the arrangement's viability depends on sustained AI demand and the resale value of chips, with risks remaining untested.

08/15/2026, 5:14 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

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

A Downgrade Wave Says Bank Stocks Are Priced for Perfection Ahead of Q2 Earnings. Here's the Bear Case.

Oppenheimer downgraded major investment banks Goldman Sachs and Morgan Stanley from perform to underperform, citing valuations that are priced for perfection. The downgrades reflect concerns that investment banking revenues, boosted by the SpaceX IPO and strong Q1 2026 results, may not sustain if capital markets activity slows due to higher bond yields or delayed AI IPOs. Oppenheimer recommends rotating into super-regional banks and alternative asset managers with greater upside potential.

07/09/2026, 5:14 AM • The Motley Fool