BlackRock to launch GENIUS-compliant money market fund tailored for stablecoin issuers: report https://t.co/3VXrxRkLbr ...

Group 1: BlackRock, Inc. - BlackRock was highlighted as a strong investment opportunity following its robust third-quarter results, with CEO Larry Fink predicting rapid growth in the cryptocurrency market due to the firm's development of proprietary tokenization technology [2] - The company reported diluted EPS of $8.43, or $11.55 on an adjusted basis, and assets under management increased to $13.5 trillion, reflecting a 17% year-over-year growth [2][6] - BlackRock's shares rose by 0.7% to close at $1,202.59 on Wednesday [6] Group 2: Other Companies - SoFi's Liz Young Thomas selected iShares Russell 2000 ETF as a notable investment, which saw a 1% increase during the session [3][6] - Victoria's Secret & Co. was named by Stephanie Link as a final trade, with shares gaining 3.2% to close at $30.39; Telsey Advisory Group raised its price target from $24 to $29 [3][6] - Teradyne, Inc. was chosen by Joseph M. Terranova, with analysts expecting a quarterly earnings report of 79 cents per share, down from 90 cents per share a year earlier, and projected revenue of $744.2 million [4]

Group 1 - The third quarter earnings season has begun with major Wall Street banks reporting their quarterly results [1][2] - Analysts expect S&P 500 companies to report a 7.9% increase in earnings per share for Q3, marking the ninth consecutive quarter of positive earnings growth, although this represents a slowdown from the 12% growth in Q2 [1] - Major financial institutions including JPMorgan Chase, Goldman Sachs, Wells Fargo, Citigroup, and BlackRock have reported their earnings, with additional reports expected from Bank of America, Morgan Stanley, and others [2][3] Group 2 - The earnings calendar for the week includes results from various companies such as United Airlines, Johnson & Johnson, and American Express, indicating a broad range of sectors reporting [4] - Taiwan Semiconductor Manufacturing Company provided an important update on its business and chip demand, highlighting the significance of the semiconductor industry in the current earnings season [3]

10月15日，据知情人士透露，由贝莱德、全球基础设施合伙公司（GIP）及阿布扎比基金MGX牵头，联 合英伟达、微软与xAI等科技巨头组成的投资财团，计划以约400亿美元收购全球领先的数据中心运营 商Aligned Data Centers。 这些公司和基金组建的财团名为"人工智能基础设施合作伙伴"，初步计划部署300亿美元股权资本。若 计入债务融资，总投资规模有望达到1000亿美元。此次收购是该联盟成立以来的首笔重大投资，预计将 于2026年上半年完成交易。 当前，AI算力需求持续超出市场供给，该财团正全力保障高性能芯片、关键工业材料及能源等核心资 源的稳定供应。除上述成员外，参与方还包括新加坡淡马锡、科威特投资局等主权基金，以及通用电气 维尔纳、NextEra能源和思科等产业链核心企业。 贝莱德首席执行官、AIP主席拉里·芬克表示："通过对Aligned Data Centers的投资，将加速我们为人工智 能时代构建必要基础设施的进程。" 他解释称，财团计划建设高端定制化数据中心并出租给科技巨头，替代企业自建模式。这一安排既有助 于科技公司优化财务报表、提升估值，也能为养老基金和主权财富基金提供稳健回报。 ...

Core Insights - The Preqin Private Markets in 2030 Report provides a comprehensive analysis of trends shaping private markets through the end of the decade [1] - The report highlights a significant milestone regarding the global alternatives market's assets under management (AUM) [1] Industry Trends - The report serves as a definitive resource for institutional investors, fund managers, and industry stakeholders [1] - It emphasizes the importance of understanding the evolving landscape of private markets as they approach 2030 [1]

Let the good times roll. Some of Wall Street’s biggest names, including BlackRock, Goldman Sachs, JPMorgan and others, delivered another round of stellar earnings this week, supported by strong revenues in their wealth and asset management divisions. BlackRock, the world’s largest asset manager, reported a record $13.5 trillion in assets, up 17% year-over-year. Much of the growth came from its expansion into private markets, particularly its acquisition of HPS Investment Partners, which added $165 billion ...

TOP moves:🌊 Nvidia & BlackRock team up for a $40B data center deal🐋 BitMine scoops up 104,336 $ETH, worth $421M☀️ New York launches 1st ever city office for digital assets🤝 Oracle x Microsoft link up to boost real-time supply chains#SmartDelivery https://t.co/DGNCbwTU0Y ...

据媒体周一报道，贝莱德、富达国际和M&G在内的大型资管公司正在削减高风险企业债敞口，押注这 一市场经历多年强劲上涨后，若全球经济走弱将面临抛售风险，这些机构已转向更安全的高评级企业债 或政府债券。 美国和欧洲投资级债券目前相对政府债券的利差约为0.8个百分点，较2022年逾1.5个百分点大幅收窄， 接近2008年全球金融危机以来的最低水平。 这一"无休止的收窄"促使全球最大资产管理公司贝莱德转向更高评级和更短期限的债券。富达国际则在 其全球灵活债券基金中持有针对发达市场信贷的空头头寸，意味着如果利差扩大将从中受益。 部分投资者担忧，在此前贸易局势担忧缓解及美联储降息预期推动下的这轮涨势，已令信用市场对全球 经济增长的定价过于乐观。近日利差已略有扩大，贸易紧张局势重燃以及汽车零部件供应商First Brands Group倒闭引发的不安，正在削弱投资者的乐观情绪。部分杠杆贷款交易被搁置，一些对冲基金开始回 避弱势企业债务。 市场预计美联储到明年年底将至少再降息四次25个基点，加之企业资产负债表近年来得到加强，乐观派 认为超窄利差是合理的。 高风险领域遭遇阻力 企业债市场风险较高的领域已出现投资者抵制迹象。近几周 ...

受交易业务和企业贷款业务活跃推动，高盛、摩根大通、花旗集团和富国银行本周均陆续公布了超预期 的第三季度收入和利润。但在近期私募信贷市场持续爆雷的情况下，部分大行CEO对美国经济和市场前 景表达了一些担忧。 超预期三季报 今年以来，屡创新高的美股推动对冲基金和其他机构增加交易和借款，助推了投行多项业务。虽然美国 总统特朗普的政策增加了市场波动性，但无论是美国散户还是机构投资者，出于对TACO交易的押注， 均未离场，反而选择逢低买入。同时，企业对人工智能（AI）的巨额投资，以及数据中心和其他基础 设施的建设，也引发企业融资活动激增，并购交易不断增加。 比如，今年见证了美国有史以来最大的一笔杠杆收购，即游戏开发商艺电（Electronic Arts）的私有 化，该交易由高盛担任顾问，摩根大通提供了高达200亿美元的巨额融资。而美国银行也预计将获得有 史以来单家银行披露的最高交易费，金额高达1.3亿美元。 整体来看，美国六大银行在过去三个月里总计盈利近410亿美元，较上年同期增长19%。在咨询费的推 动下，高盛第三财季的投行业务收入增长了42%，并有望在主要投行和市场部门创下有史以来最佳年度 业绩。摩根大通和花旗集团 ...

巴克莱将贝莱德的目标价从1310美元上调至1360美元，维持"增持"评级。(格隆汇) ...