IJR News - today's news from every side
+6 Derek Foss Pfizer keeping ownership while Blackstone waits for approval and sales milestones seems like a fair split of risk.+9 Priya Raman Keeping Mitsubishi in control while adding Blackstone money looks like a balanced way to fund the capacity doubling without losing oversight.+7 Rachel Meyers Blackstone getting a 10 percent coupon on junior debt for this Google chip package looks like a smart way to limit their downside.
+5 Chris Dalton Private equity buying into music labels usually leads to bigger cuts in artist deals and catalog spending.
+4 Priya Raman IDP should hold out for more than A$2.50 since the market clearly thinks the company is worth at least that much now.Blackstone, Partners Near $500B AI Infrastructure Financing Nvidia Corp — Aug 10, 2026 A coalition including Blackstone, BlackRock, NVIDIA, Apollo, Brookfield, Goldman Sachs and KKR is launching multi-firm AI infrastructure financing platforms to mobilize over $500 billion in capital for data centers, chips, and power worldwide, underscoring a major shift in how AI buildouts are funded. The development is driving investor interest and stock activity in Blackstone and related firms, with earnings signals and institutional moves shaping the ongoing momentum in the AI infrastructure theme. +3 Derek Foss Curious how much of that $75B in AUM is actually deployed vs dry powder waiting for better entry points.Levin Capital Expands Stock Positions Across Firms Sysco — Jul 23, 2026 Levin Capital Strategies L.P. expanded its equity footprint across several major companies in Q1, taking new positions in Lamb Weston, Sysco, Whirlpool, and Blackstone for multi-million-dollar values, while also trimming its stake in Golar LNG by about 61%. The activity reflects a broad, diversified portfolio adjustment among institutions, with the firm and other investors moving positions across food, energy, shipping, and asset-management stocks.