IJR News — today's news from every sideDerek Foss Curious how much of that $75B in AUM is actually deployed vs dry powder waiting for better entry points. Blackstone, Partners Near $500B AI Infrastructure Financing — Aug 10, 2026A 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.
Levin Capital Expands Stock Positions Across Firms — Jul 23, 2026Levin 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.
