Private-equity balance sheets are now squarely in the AI buildout trade: Nvidia named the firm among partners in a platform to mobilize over $500 billion of third-party capital for AI compute infrastructure. The stock is at $110.16.
Latest Activity
KKR Coverage
Realty Income Fell 10% Over 12 Months: A Respected Analyst Predicts 40% Gains for Investors From Today
Rising Treasury yields have pushed Realty Income near a 52-week low while peers sold off less, yet one analyst on Wall Street sees a dramatically different story unfolding for patient investors willing…
Ares Management: The Growth Stock Disguised as an Income Play
Ares Management keeps raising its dividend and breaking fundraising records even as its stock slides 25% this year, which raises a question most investors in the company have not yet answered: what…
Why Screeners Mislead You on Blackstone’s Actual Dividend Income
Your screener shows Blackstone yielding over 4%, but the actual check that lands in your account follows a completely different logic than that number suggests, and confusing the two has burned plenty…
Private Equity Wants Your Broken Garage Door. Why KKR Thinks They Are Worth $2 Billion
KKR manages nearly $800 billion in assets, yet its next big bet is a Phoenix company that fixes broken garage doors. The logic behind a $2 billion valuation reveals something unsettling about…
KKR’s Record $250 Million Penalty Has a Twist Investors Will Love
The Justice Department just hit KKR with the largest premerger penalty in history, and the firm's lawyers may end up wishing the story ended there.
Broadcom Sinks 6% as BofA Flags $370B in AI Debt, AMD Climbs 4% on Baird’s $1,250 Call
Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies…
Live: NVIDIA Creates a $500 Billion AI Financing Pool. These Stocks Could Win
NVIDIA just positioned itself as both the supplier and the financier of the AI buildout, pulling Goldman Sachs, BlackRock, and KKR into a $500 billion credit machine. Whether that creates a powerful…
Nvidia and Wall Street’s Biggest Titans Just Struck a $500 Billion Deal. Here’s What’s In It For Both Sides
Jensen Huang just recruited six of the most powerful names in finance to solve the one problem threatening to put a ceiling on AI growth, and Nvidia is not spending a single…
The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead
For most of the post-2008 era, Oppenheimer’s Chris Kotowski was the guy telling you to keep buying the big banks. He waved off the 2011 eurozone panic, the 2016 energy blowup, COVID,…
The Fed’s 2026 Cutting Path Will Make or Break PFFA’s 9.5% Yield
The Virtus InfraCap U.S. Preferred Stock ETF (NYSEARCA:PFFA) sits at $21.62 heading into the back half of 2026, paying a 9.5% yield that has drawn income investors looking for something between bond…
Private equity stocks down 30-40% in three months, bigger worry than geopolitical risk
John Davies, CIO at Astoria Portfolio Advisors, isn’t losing sleep over geopolitical headlines. What’s keeping him up at night is something closer to home in the financial system: the rapid unraveling of…
KKR’s CEOs Bought 175,000 Shares While Retail Investors Fled
One of the foremost financial companies in the world, shares of KKR (NYSE:KKR | KKR Price Prediction) are trading at $95.44 today, down 25.23% year-to-date and off 27.83% from its July 2025…
Reddit, KKR, and 2 Biotech IPOs Seeing the Love From Insiders
KKR, Reddit, SpyGlass Pharma, and Veradermics saw huge insider buying in the past week. Insider buying can signal management confidence in a company’s future prospects.
Top 5 Private Equity Holding Companies: Publicly Traded PE Titans
Private equity used to be reserved for endowments and sovereign wealth funds. Now you can buy it on your phone. Publicly traded PE holding companies give retail investors exposure to leveraged buyouts,…
Retirees Are Collecting 9.5% Monthly From An Overlooked Preferred Stock Fund
The Virtus InfraCap U.S. Preferred Stock ETF (NYSEARCA:PFFA) delivers a 9.5% yield, but many retirees are missing it. How PFFA Generates Its Yield PFFA holds a diversified portfolio of 188 preferred securities…