Blackstone (BX) Q2 2025 Earnings Call July 24, 2025 09:00 AM ET Company ParticipantsWeston Tucker - Senior MD & Head of Shareholder RelationsStephen Schwarzman - Chairman, CEO & Co-FounderJonathan Gray - President & COOMichael Chae - Vice Chairman & CFOAlex Blostein - Managing DirectorCraig Siegenthaler - Managing DirectorMichael Cyprys - Managing DirectorBrian Mckenna - Director - Equity ResearchSteven Chubak - Managing DirectorBen Budish - DirectorConference Call ParticipantsGlenn Schorr - Senior MD & Sen ...

Blackstone has gathered about $5 billion for its latest fund designed to make secondhand bets on infrastructure https://t.co/0uZo9GmktO ...

5 4 3 2 1 zero. All engine running. Liftoff. We have a liftoff. That's one small step for man, one giant lift for mankind. The world's largest airliner. Each wing is big enough to hold five tennis courts. This new technology made it possible to meet the user's crucial needs. Enter the computer and a new age. What a computer is to me is it's the most remarkable tool that we've ever come up with. And it's the equivalent of a bicycle for our minds. Here I am playing a game of chess with a computer which is ana ...

We both printed it out, all 23 pages. We haven't read the entirety of it, the skimmed it, but we've been talking for a while about how the focus of the document is infrastructure related, the American technology stack and the energy to support that. Is there substance to it.Well, the substance will really bear out over time, as we see a lot of administrations, not only the Trump administration, but all of its predecessors have flooded Washington with these sorts of policy directives in the past. And the cat ...

Let's start with the Trump action plan. What is this action plan which has been released this morning. Well, it's 23 pages of policy framework, essentially, that is positioned to help what the administration would put it as America winning in Haiti.There's a heavy emphasis on the infrastructure requirements needed, particularly around energy and the energy needed for data center build out. But it goes a little bit further than that in talking about deregulation, essentially cutting red tape on the infrastru ...

By the way, the White House officially unveils that action plan in the last hour. The president said to make his first speech addressing AI at a summit tonight called Winning the AI race. Joining us exclusively this morning is the US Federal Chief AI officer and chief information officer Greg Barbaruchia.Greg, thanks for being with us. Good to see you. Thank you.We got the document, working our way through it. What what's important for viewers to know about it. Uh I'm couldn't be more excited to speak with ...

I give a buy rating for Sika AG ( OTCPK:SXYAY ) as I believe it benefits from the secular infrastructure and data center trends. The demand for visibility from large-scale government-backed programs and rapid growth in dataI am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical inves ...

we have signed a deal for an additional 4.5 gigawatts of capacity with oracle as part of stargate. easy to throw around numbers, but this is a _gigantic_ infrastructure project.some progress photos from abilene: https://t.co/JfutuoYvn9 ...

fifa rivals quietly cracked the code: hide the web3, pump the revenue 65%meanwhile aave casually processing $50b in deposits, ranking with top 100 global banks. $390m fresh usdt flow last weekthe infrastructure play was always going to win before the speculation ...

You and I have talked about infrastructure so much, but I almost consider names like TSMC and ASML as being kind of soft data sets rather than kind of hard data sets. ASML gave us one signal and then TSMC gave us another. As somebody that looks at their exposure to this air supply chain.What did you make of it. Well, I think you really have to go up to kind of a higher order of capital expenditures, which is impacting so many different semiconductor stocks. If you look at the top four builders of infrastruc ...