Brookfield Asset Management Inc
BAM · Financial Services
$49.66
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BlackRock Wants 5% to 20% of Your Target-Date Fund in Private Assets
BlackRock is launching target-date mutual funds through Great Gray Trust that will allocate 5-20% of assets to private investments, offering 401(k) plan participants exposure to privately held businesses. The move aims to provide better diversification and potentially higher returns (about 50 basis points annually more than stocks) as the stock market becomes increasingly concentrated in large-cap and technology stocks.
This AI Energy Stock Is Up Nearly 2,000% in the Last Two Years. Could It Be Nvidia's Next Big Investment?
Nvidia has built a $63.4 billion portfolio of AI infrastructure partners including Intel, SpaceX, CoreWeave, and Synopsys. As energy becomes a critical bottleneck for AI data center growth, Bloom Energy—a hydrogen fuel-cell company that recently crossed $1 billion in quarterly revenue and signed a $25 billion partnership with Brookfield Asset Management—emerges as a potential candidate for Nvidia investment.
Nvidia Stock Soars After Q2 Earnings: Is NVDA Still a Buy?
Nvidia surged 7% after delivering blockbuster Q2 earnings with $96.22B revenue (106% YoY growth) and raising FY28 guidance to ~70% growth. The Vera Rubin platform is ramping ahead of schedule with orders from all major hyperscalers. However, gross margins are expected to compress from 75% to 71-72% due to rising memory costs, and the company's massive capital commitments warrant monitoring.
I'd Rather Own Bloom Energy Than Nvidia Right Now. Here's My Case.
While both Bloom Energy and Nvidia are strong AI plays, analyst Leo Sun argues Bloom Energy offers better upside potential. Bloom develops solid oxide fuel cells for data center power, with a $20 billion backlog and backing from Brookfield Asset Management. Despite trading at 36x forward EBITDA versus Nvidia's 12x, Bloom's projected 70% revenue CAGR and 120% EBITDA CAGR (2025-2028) exceed Nvidia's 48% and 52% growth rates, while Nvidia faces increasing competition from AMD, Broadcom, and others.
2 Uranium Stocks to Buy Before the Next Nuclear Supercycle
Uranium prices have recovered from post-Fukushima lows, rising from $18 to $86.38 per pound by July 2026, driven by AI power demand, decarbonization initiatives, and safer nuclear technologies. The article recommends Cameco and Uranium Energy as best-in-breed uranium stocks positioned to benefit from an expected rise to $130 per pound by 2027, though both stocks trade at premium valuations.