Blackstone Inc (BX) Price

IFS vs. BX: Which Stock Offers Better Value?

A comparative analysis on December 17, 2025, weighs the value proposition of Intercorp Financial Services (IFS) against Blackstone (BX).

Blackstone Secures $5B Credit Deal From Phoenix Financial

Blackstone secured a commitment of up to $5 billion from Phoenix Financial for its credit strategies, bolstering its position in private lending.

Qualcomm and Blackstone Signal Growth as HP Falters

Stock analysis highlights Qualcomm's 15.3% five-year revenue growth and Blackstone's 19.2% growth, while recommending selling HP due to a 2.8% annual EPS decline.

Medline IPO Targets $7B to Pay Down Debt

Medical supply group Medline Industries is considering increasing its IPO size to $7 billion, up from an initial $5.4 billion target, to reduce its significant debt load.

Databricks Valuation Surges to $134B in $4B Round

Databricks has secured over $4 billion in a Series L funding round, elevating its valuation to $134 billion—a 34% increase in three months. The capital injection is aimed at expanding its AI-driven data intelligence platforms as the company’s annual revenue run-rate exceeds $4.8 billion.

Blackstone Valuation Tests Investor Optimism

Blackstone's stock valuation is under scrutiny following a significant rebound, with quantitative models suggesting market optimism may have driven prices to a premium. This occurs as the broader asset management sector, led by competitors like BlackRock, demonstrates robust growth through record ETF inflows and strategic expansion into private infrastructure.

SMBC Transfers $3.2B Loan Risk to Private Capital

Sumitomo Mitsui Banking Corp. transferred credit risk on $3.2 billion of project finance loans to Blackstone, Stonepeak, and Clifford Capital. The deal allows SMBC to free up regulatory capital, highlighting a growing trend in banking.

Realty Income Expands Strategy With $800M Vegas Deal

Realty Income announced an $800M preferred equity investment and a dividend hike. Its stock showed rate-driven volatility, closing the week down 1.3% at $57.72 as the market digested a recent Fed rate cut and a divided outlook from the central bank.

AI Energy Demand Sparks GOP Political Schism

The Trump administration's aggressive promotion of artificial intelligence is encountering significant political friction, including from within the Republican party. This opposition is fueled by voter concerns over soaring electricity prices and the environmental impact of energy-intensive data centers, creating a divide between national strategic objectives and local economic realities.

Apollo Chief Signals Risk in AI Data Center Equity

Apollo CEO Marc Rowan has issued a warning on the long-term viability of AI data center investments, citing the significant but often overlooked risk of lease renewals in 15-20 years. While the sector is currently buoyed by intense demand, this long-term uncertainty is prompting a strategic reassessment among major institutional investors.

Brookfield Bids $2.7B To Power AI With Nuclear Energy

Brookfield Asset Management has offered $2.7 billion to revive an abandoned nuclear power project in South Carolina, aiming to sell the electricity directly to high-demand customers like data centers. The move highlights a major strategic shift in energy investment, driven by the artificial intelligence industry's voracious power requirements.

Blackstone Deploys $1B Into Small Business Credit

Blackstone Credit & Insurance has established a $1 billion forward flow partnership with Harvest Commercial Capital to purchase small business loans. This strategic alliance allows Blackstone to access a specialized credit market while providing Harvest with substantial, consistent capital for origination.

Astera Labs Stock Gains On AI Infrastructure Demand

Astera Labs (ALAB) received a 'Buy' rating following a 40% stock price correction, as strong financial results and robust demand for AI data center hardware underscore its strategic position. The rating reflects a broader investor trend of favoring the essential 'picks and shovels' that power the AI ecosystem over high-valuation application-layer companies.

AI Commerce Boom Fuels Infrastructure Race

Artificial intelligence is rapidly integrating into e-commerce, with platforms like Shopify launching tools to track sales originating from AI chatbots. While this trend drives significant user traffic and higher conversion rates, it also raises critical questions among investors regarding high valuations and the immense infrastructure spending required to support the technology.

Bank of England Probes $16T Private Equity Sector

The Bank of England has initiated a system-wide stress test of the $16 trillion private equity and private credit markets to assess systemic risks. The move comes as the industry sees significant consolidation, with capital increasingly flowing to the largest firms, raising concerns about high leverage and market opacity.

Blackstone Nears $4 Billion Acquisition of MacLean Power Systems