$BX 0.57 Developing

Notable posts

• @StockSavvyShay neutral 673 eng

  $GOOGL is reportedly guaranteeing lease payments for Anthropic’s AI chip capacity across five U.S. data centers helping unlock about $35B of financing. $AVGO will design the chips, Google will supply the TPUs and $APO and $BX are financing the deal. https://t.co/3EB1QiVnQV

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• @StockSavvyShay neutral 572 eng

  $AVGO launched its AI XPV platform with $APO and $BX to help deploy more than 20GW of AI compute capacity by 2028. The first $35B tranche will back Anthropic’s 1GW+ AI infrastructure buildout using Broadcom XPUs and networking. https://t.co/q2i4JWiwnx

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• @wallstengine neutral 278 eng

  Broadcom $AVGO is assembling roughly $60B of financing to help Anthropic and other AI customers fund chip & infrastructure purchases The package includes: $42B senior-secured debt $18B junior debt led by Blackstone $BX is expected to commit $9B itself & syndicate the rest https://t.co/SKOdTDhaQq

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• @wallstengine neutral 120 eng

  $JPM EXPLORES PRIVATE CREDIT PARTNERS FOR REJECTED CREDIT-CARD APPLICANTS JPMorgan has explored a “second-look” program that could let outside funding sources approve some applicants the bank rejects for co-branded credit cards, per WSJ. More than a dozen entities were approached, with private-credit firms including Blue Owl $OWL, Blackstone $BX, $KKR and Sixth Street among lenders approached about the program. The idea could help JPMorgan expand approvals for major co-brand partners including United Airlines, while private-credit firms take on the additional credit risk. The discussions are early-stage, and a JPMorgan spokesperson said the bank currently has no plan to launch such a program. Source: WSJ

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• @wallstengine neutral 84 eng

  Blackstone $BX plans to invest $30B in AI data centers in Japan over the next 3-5 years, Blackstone President Jonathan Gray told Nikkei. Blackstone has already developed 500MW+ of data centers in Japan and is now discussing projects exceeding 1GW. Gray said AI compute buildout is still early, adding that the bigger risk may be a shortage of compute rather than a bubble. Blackstone is also working with Anthropic on enterprise AI deployment and Google on AI compute capacity.

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• @wallstengine neutral 74 eng

  Today's Key Events (All EST) — 07/23/2026 08:30: US Initial Jobless Claims 08:30: Chicago National Activity Index 13:00: US 10-Year TIPS Auction Before Open 👇 06:00: Thermo Fisher $TMO 06:00: Honeywell $HON 06:00: Cleveland-Cliffs $CLF 06:00: PG&E $PCG 06:30: Lockheed Martin $LMT 06:30: Ameriprise $AMP 06:30: Lazard $LAZ 06:45: Quest Diagnostics $DGX 06:55: RTX $RTX 06:55: Tractor Supply $TSCO 06:55: Dover $DOV 06:55: Roper Technologies $ROP 07:00: American Airlines $AAL 07:00: Comcast $CMCSA 07:00: Nasdaq $NDAQ 07:00: Harley-Davidson $HOG 07:00: Pool $POOL 07:15: Mobileye $MBLY 07:30: Albertsons $ACI 07:30: IMAX $IMAX 07:35: T-Mobile $TMUS 07:45: Union Pacific $UNP 08:00: Freeport-McMoRan $FCX 08:00: Norfolk Southern $NSC 09:30: Infosys $INFY Before Open: Blackstone $BX Before Open: RELX $RELX After Hours 👇 16:00: Intel $INTC 16:05: Comfort Systems USA $FIX 16:05: Deckers Brands $DECK 16:05: Newmont $NEM 16:05: Boyd Gaming $BYD 16:05: RingCentral $RNG 16:05: Digital Realty $DLR 16:05: Robert Half $RHI 16:05: Hartford Financial $HIG 16:05: SS&C Technologies $SSNC 16:05: VeriSign $VRSN 16:10: Kinsale Capital $KNSL 16:15: Edwards Lifesciences $EW 16:15: Boston Beer $SAM 16:30: Sallie Mae $SLM 17:00: Ovintiv $OVV Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @wallstengine bullish 61 eng

  BLACKSTONE $BX Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.04B 🔹 Adj. EPS: $1.52 (Est. $1.32) 🟢; +26% YoY 🔹 Total AUM: $1.35T; +11% YoY 🔹 Inflows: $68.3B in the quarter Other Q2 Metrics: 🔹 FRE per Share: $1.43; +20% YoY 🔹 Fee-Earning AUM: $961.6B; +8% YoY 🔹 Net Accrued Performance Revenues: $7.5B ($6.00/share) Segment Distributable Earnings: 🔹 Real Estate: $745.3M; +32% YoY 🔹 Private Equity: $981.5M; +31% YoY 🔹 Credit & Insurance: $373.2M; -6% YoY 🔹 Multi-Asset Investing: $97.7M; +35% YoY Capital Return: 🔹 Dividend: $1.29/share, payable August 10, 2026 🔹 Buybacks: 0.2M shares repurchased in the quarter Comments: 🔸 “Our decision to lean into the artificial intelligence megatrend is leading to standout investment performance across numerous strategies and creating extraordinary opportunities for growth.”

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• @wallstengine bearish 41 eng

  PIMCO warns the $1.8T private credit market is developing a “confidence gap” as investors scrutinize manager marks and loan quality, per Bloomberg. PIMCO says continued redemptions could force funds to sell liquid assets and eventually lead to markdowns, secondary-market discounts, or realized losses. $APO, $ARES, $BLK, and $BX are reportedly still facing elevated withdrawal requests in Q2.

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