Brookfield is targeting $10 billion of fund commitments for a global AI infrastructure program in partnership with Nvidia and Kuwait Investment Authority https://t.co/L0uixBphhu ...

Exclusive: Brookfield Asset Management is launching a new strategy aimed at investing in infrastructure tied to artificial intelligence, executives told The Wall Street Journal https://t.co/fmje58GVIA ...

Singapore’s Straits Times Index (SGX: STI) just broke through 4,500, a level we haven’t seen in a decade that has investors buzzing. With rate cuts looming globally, and Singapore’s heavyweights posting strong results, many are asking: is this the STI’s long-awaited breakout after years of treading water? To answer that, we need to examine what’s driving the surge, and what could get in the way.What’s Driving the STI RallyThe STI’s strength stems from recovering REITs and steady industrial performance, thou ...

Dividend stocks are drawing interest as investors aim to protect their portfolios from market volatility amid growing concerns about stretched AI stock valuations. Last month, a Redditor shared his dividend income details and portfolio on r/Dividends, a community of dividend investors with 287,000 members. The investor said his portfolio generated $16,378 in October, yielding about 14%. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.81/Share Before N ...

Core Insights - Industrial and infrastructure stocks are expected to gain attention alongside the artificial intelligence sector due to favorable policy and consumer trends [1] - There is a shift from globalization to reshoring, which is anticipated to benefit traditional infrastructure and industrial products [2] - The Global X U.S. Infrastructure Development ETF (PAVE) is performing well, reflecting optimism in the infrastructure sector [3] Infrastructure and Industrial Sector - The infrastructure sector is experiencing renewed interest, with a focus on reshoring efforts that could drive growth [2][3] - Global X's infrastructure ETF has increased by 16% this year, while the VanEck Semiconductor ETF has risen by 42% [3] - The top holdings of Global X's infrastructure ETF include Howmet Aerospace, Quanta Services, and Parker Hannifin [4] Electrification and AI Support - Electrification is viewed as a crucial factor supporting the AI boom, with the U.S. Electrification ETF (ZAP) providing exposure to this trend [5] - The U.S. Electrification ETF has risen nearly 24% this year, outperforming the VanEck Semiconductor ETF for the month [5]

Core Insights - Brookfield Corporation reported strong financial results for Q3 2025, with significant growth in distributable earnings and record deployable capital [2][5][13] - The company achieved distributable earnings before realizations of $5.4 billion ($2.27 per share) over the last twelve months, representing an 18% increase year-over-year [1][8] - The asset management business saw record fee-related earnings of $754 million, a 17% increase from the prior year [6][14] Financial Performance - Total consolidated net income for the quarter was $284 million, with net income attributable to Brookfield shareholders at $219 million [4][24] - Distributable earnings for the quarter were $1.5 billion ($0.63 per share), up from $1.3 billion in the same period last year [8][21] - The wealth solutions business reported a 15% year-over-year increase in distributable earnings, reaching $1.7 billion over the last twelve months [6][20] Capital Deployment - The company ended the quarter with a record $178 billion of deployable capital, including $74 billion in cash and financial assets [13][17] - Brookfield executed $140 billion of financings in 2025, highlighting strong investor demand and capital market support [17][30] Strategic Initiatives - Brookfield announced an agreement to acquire the remaining 26% interest in Oaktree, enhancing its global credit platform [14][30] - The company is expanding its wealth solutions business globally, marking significant milestones in its growth strategy [2][6] Operating Highlights - Operating businesses generated resilient cash flows, with total earnings from realizations of $642 million over the last twelve months [7][12] - The real estate portfolio maintained strong occupancy rates, with super core assets at 96% and core plus portfolio at 95% [14][30] Shareholder Returns - The Board declared a quarterly dividend of $0.06 per share, consistent with the previous quarter [15][28] - Year-to-date, the company returned $180 million to shareholders through dividends and share repurchases [17][30]

The purpose of this article is to evaluate the BlackRock Utilities, Infrastructure & Power Opportunities Trust ( BUI ) as an investment option at its current market price. The fund isI am a macro-focused investor with 15 years experience working in Financial Services. My niche is finding under-valued sectors and thematic ideas (metals, gold, crypto) at opportune entry points. The first half of my career was in New York, working professionally after college (BS - Finance and D1 Men's Tennis). I relocated to ...

Group 1 - CoreWeave, a prominent infrastructure provider for artificial intelligence firms, experienced a setback this week due to a downgrade from JPMorgan [1] - The downgrade was attributed to near-term supply chain pressures that could limit the company's operational capabilities [1]

Group 1 - Sterling Infrastructure (STRL) reported strong double-digit growth in its topline for the second half of the year [1] - The growth was attributed to significant contributions from the recent CEC integration and ongoing strength in the market [1] Group 2 - The company is recognized for its focus on infrastructure solutions, indicating a robust foundation for long-term success [1]

Funding Overview - Top crypto projects raised approximately $764.9 million last week [1] - Ripple led fundraising with $500 million, focusing on payments [1] Sector Focus - Payments sector attracted significant funding, with Ripple raising $500 million and Arx Research raising $6.1 million [1] - Infrastructure projects also saw substantial investment, including Commonware ($25 million), Arx Research ($6.1 million), and Harmonic ($6 million) [1] - Cross-chain solutions and trading apps garnered attention, with fomo raising $17 million and Sprinter raising $5.2 million [1] Ecosystem Diversity - Multiple blockchain ecosystems are represented, including BTC, BNB, and SOL [1] - Lending platforms and DeFi protocols continue to attract investment, with Lava raising $200 million [1] - Stablecoin projects like Standard Money, focused on the BNB ecosystem, secured $8 million [1] Project Categories - Payments: Ripple ($500 million), Arx Research ($6.1 million) [1] - Infrastructure: Commonware ($25 million), Harmonic ($6 million) [1] - Cross-Chain: fomo ($17 million), Sprinter ($5.2 million) [1]