ALPHABET JOINS BLACKSTONE AND KKR IN TALKS WITH EQT REGARDING ACCESS TO GOOGLE'S AI MODELS - BLOOMBERG NEWS
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy BX?
Source: moomoo
- Alphabet's Discussions: Alphabet is in discussions with Qton regarding access to Google's AI models.
- Involvement of Blackstone and KKR: The discussions also involve investment firms Blackstone and KKR.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BX?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on BX
Wall Street analysts forecast BX stock price to rise
12 Analyst Rating
5 Buy
7 Hold
0 Sell
Moderate Buy
Current: 122.330
Low
166.00
Averages
176.60
High
205.00
Current: 122.330
Low
166.00
Averages
176.60
High
205.00
About BX
Blackstone Inc. is an alternative asset manager. Its asset management includes global investment strategies focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries, and hedge funds. Its Real Estate segment comprises its management of opportunistic real estate funds, Core+ real estate funds, and real estate debt strategies. Its Private Equity segment includes its management of flagship Corporate Private Equity funds, sector and geographically focused Corporate Private Equity funds, core private equity funds, an investment platform, and others. Its Credit & Insurance segment consists of Blackstone Credit & Insurance, which is organized into three overarching strategies: private corporate credit, liquid corporate credit and infrastructure and asset-based credit. Its Multi-Asset Investing segment is organized into four investment platforms: Absolute Return, Multi-Strategy, Total Portfolio Management, and Public Real Assets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Broadcom in Talks for $35 Billion Financing with Private Equity Firms
- Financing Negotiations: Broadcom (AVGO) is in discussions with Apollo Global Management and Blackstone to secure approximately $35 billion in financing for AI chip development, which, if finalized, would mark one of the largest private credit deals in history, significantly enhancing Broadcom's competitive edge in the AI market.
- Record Stock Performance: Broadcom shares surged 4% on Friday, reaching record highs and are on track for five out of six weeks of gains, reflecting strong market confidence in its AI chip development potential and further solidifying its leadership position in the semiconductor industry.
- Surge in AI Revenue: The company's AI-related revenue skyrocketed by 106% year-over-year to $8.4 billion in Q1 FY2026, with forecasts indicating AI chip sales could exceed $100 billion next year, showcasing Broadcom's robust performance and growth potential in the rapidly expanding AI market.
- Expanded Partnerships: Broadcom has secured long-term agreements with Google and Meta Platforms (META) to develop custom Tensor Processing Units (TPUs) and networking components, further solidifying its market position in AI hardware, while also promising 3.5 gigawatts of next-generation AI compute capacity in collaboration with Anthropic.
See More
Tech Stocks Propel Market to New Record Highs
- Strong Market Performance: The S&P 500 gained over 2% this week, reaching new record highs on Friday, reflecting strong investor confidence in tech stocks, particularly those related to artificial intelligence.
- Intel and Apple Collaboration: Intel has reached a preliminary agreement with Apple to manufacture chips for some of its devices, which will help diversify Apple's supply chain and alleviate future advanced-node production constraints amid growing demand for AI data center chips.
- Broadcom Financing Plans: Broadcom is in talks with private credit lenders, including Apollo Global Management and Blackstone, for approximately $35 billion in financing, which may support its rapidly growing AI chip business despite its strong financial profile.
- Cybersecurity Stocks Shine: Both Palo Alto Networks and CrowdStrike reached new highs for 2026, although still below their best levels over the past 12 months, indicating ongoing market interest and investment enthusiasm in the cybersecurity sector.
See More
Broadcom Stock Reduces Gains; Report Indicates Apollo and Blackstone Consider $35 Billion Financing for Company, Last Up 3.9%
Broadcom Shares: Broadcom's shares have experienced a decline, reflecting market concerns.
Financial Report: Recent reports indicate that Apollo and Blackstone are involved in financing worth $35 billion for a company.
Market Impact: The financial activities and partnerships are influencing market dynamics, particularly in the tech sector.
Stock Performance: The stock performance of Broadcom is closely monitored as it faces challenges amidst these financial developments.
See More
Apollo and Blackstone Consider $35 Billion Financing for Broadcom - Bloomberg News
Financial Overview: Apollon and Blackstone have secured financing amounting to $35 billion for their operations.
Market Impact: This significant funding is expected to influence market dynamics and investment strategies in the sector.
See More
IPL Attracts Investors with Billion-Dollar Valuations
- Investment Surge: The Indian Premier League (IPL) has seen two franchises sold for over a billion dollars in just over a month, with the latest being Rajasthan Royals acquired for $1.65 billion, indicating a rapid increase in the league's investment appeal.
- Capital Returns: According to Deloitte, IPL's valuation has reached $18.5 billion, making it the second most valuable sports league globally after the NFL, showcasing its strong capital appreciation potential and stable cash flows that attract global investors.
- Growing Fan Base: Market research indicates that 66% of India's population are cricket fans, approximately 950 million, providing enormous growth potential for IPL as rising disposable incomes drive spending on tickets and merchandise.
- Globalization Trend: Experts note that IPL is in the early stages of maturity, with future growth expected through globalization, deeper monetization of digital audiences, and commercial expansion beyond matchday revenues, capturing more investor interest.
See More
MarineMax Advances Sales Process, Stock Rises 2.4%
- Sales Process Advancement: MarineMax's board agreed last month to move forward with the sales process, marking a significant strategic shift for the company that is likely to attract increased investor interest.
- Bidder Offer Increase: Donerail raised its acquisition offer for MarineMax from $35 per share in cash proposed in February, indicating strong interest in the company that could drive the stock price higher.
- Increased Market Competition: In addition to Donerail, Blackstone has also expressed interest in MarineMax and is reviewing relevant documents, highlighting a growing investment enthusiasm in the recreational yacht retail sector.
- Investor Attention: Beyond Donerail and Blackstone, other investors such as Blue Compass, Island Capital Group, and TPG have also shown interest in MarineMax, demonstrating the company's appeal and potential market value within the industry.
See More
Broadcom in Talks for $35 Billion Financing with Private Equity Firms
- Financing Negotiations: Broadcom (AVGO) is in discussions with Apollo Global Management and Blackstone to secure approximately $35 billion in financing for AI chip development, which, if finalized, would mark one of the largest private credit deals in history, significantly enhancing Broadcom's competitive edge in the AI market.
- Record Stock Performance: Broadcom shares surged 4% on Friday, reaching record highs and are on track for five out of six weeks of gains, reflecting strong market confidence in its AI chip development potential and further solidifying its leadership position in the semiconductor industry.
- Surge in AI Revenue: The company's AI-related revenue skyrocketed by 106% year-over-year to $8.4 billion in Q1 FY2026, with forecasts indicating AI chip sales could exceed $100 billion next year, showcasing Broadcom's robust performance and growth potential in the rapidly expanding AI market.
- Expanded Partnerships: Broadcom has secured long-term agreements with Google and Meta Platforms (META) to develop custom Tensor Processing Units (TPUs) and networking components, further solidifying its market position in AI hardware, while also promising 3.5 gigawatts of next-generation AI compute capacity in collaboration with Anthropic.
See More
Tech Stocks Propel Market to New Record Highs
- Strong Market Performance: The S&P 500 gained over 2% this week, reaching new record highs on Friday, reflecting strong investor confidence in tech stocks, particularly those related to artificial intelligence.
- Intel and Apple Collaboration: Intel has reached a preliminary agreement with Apple to manufacture chips for some of its devices, which will help diversify Apple's supply chain and alleviate future advanced-node production constraints amid growing demand for AI data center chips.
- Broadcom Financing Plans: Broadcom is in talks with private credit lenders, including Apollo Global Management and Blackstone, for approximately $35 billion in financing, which may support its rapidly growing AI chip business despite its strong financial profile.
- Cybersecurity Stocks Shine: Both Palo Alto Networks and CrowdStrike reached new highs for 2026, although still below their best levels over the past 12 months, indicating ongoing market interest and investment enthusiasm in the cybersecurity sector.
See More
Broadcom Stock Reduces Gains; Report Indicates Apollo and Blackstone Consider $35 Billion Financing for Company, Last Up 3.9%
Broadcom Shares: Broadcom's shares have experienced a decline, reflecting market concerns.
Financial Report: Recent reports indicate that Apollo and Blackstone are involved in financing worth $35 billion for a company.
Market Impact: The financial activities and partnerships are influencing market dynamics, particularly in the tech sector.
Stock Performance: The stock performance of Broadcom is closely monitored as it faces challenges amidst these financial developments.
See More
Apollo and Blackstone Consider $35 Billion Financing for Broadcom - Bloomberg News
Financial Overview: Apollon and Blackstone have secured financing amounting to $35 billion for their operations.
Market Impact: This significant funding is expected to influence market dynamics and investment strategies in the sector.
See More
IPL Attracts Investors with Billion-Dollar Valuations
- Investment Surge: The Indian Premier League (IPL) has seen two franchises sold for over a billion dollars in just over a month, with the latest being Rajasthan Royals acquired for $1.65 billion, indicating a rapid increase in the league's investment appeal.
- Capital Returns: According to Deloitte, IPL's valuation has reached $18.5 billion, making it the second most valuable sports league globally after the NFL, showcasing its strong capital appreciation potential and stable cash flows that attract global investors.
- Growing Fan Base: Market research indicates that 66% of India's population are cricket fans, approximately 950 million, providing enormous growth potential for IPL as rising disposable incomes drive spending on tickets and merchandise.
- Globalization Trend: Experts note that IPL is in the early stages of maturity, with future growth expected through globalization, deeper monetization of digital audiences, and commercial expansion beyond matchday revenues, capturing more investor interest.
See More
MarineMax Advances Sales Process, Stock Rises 2.4%
- Sales Process Advancement: MarineMax's board agreed last month to move forward with the sales process, marking a significant strategic shift for the company that is likely to attract increased investor interest.
- Bidder Offer Increase: Donerail raised its acquisition offer for MarineMax from $35 per share in cash proposed in February, indicating strong interest in the company that could drive the stock price higher.
- Increased Market Competition: In addition to Donerail, Blackstone has also expressed interest in MarineMax and is reviewing relevant documents, highlighting a growing investment enthusiasm in the recreational yacht retail sector.
- Investor Attention: Beyond Donerail and Blackstone, other investors such as Blue Compass, Island Capital Group, and TPG have also shown interest in MarineMax, demonstrating the company's appeal and potential market value within the industry.
See More
