$BIP

KKR, Brookfield, and Macquarie are leading a $10B+ investment into Korea's AI data centers, with institutional investors' share projected to rise from 17% to 90% by 2027. KKR is partnering with SK Group, while Brookfield is collaborating with Naver and Nvidia. Korea's data center market, valued at $2.65B in 2023, is expected to grow 54% by 2028. Power scarcity and lease structures pose challenges, potentially driving investment outside Seoul.

Brookfield Infrastructure Partners (BIP) reported $1B in 2025 data segment revenue, driven by AI infrastructure demand. The company benefits from inflation-linked contracts and disciplined capital recycling. However, it faces risks from high debt, complex structure, and valuation concerns. BIP stock is trading at $36.88 with a 19% YTD return. The company plans to simplify its corporate structure, aiming for a premium valuation.

Brookfield Infrastructure Partners (BIP) issued 4,000,000 preferred units to raise capital. The stock trades at a 19% discount to the average analyst target of $46.82, despite a 14.93% YTD return. Analysts highlight undervaluation due to future cash flows, but note risks from higher leverage and refinancing costs. The current P/E of 63.1x is above the global utilities average.

Brookfield Infrastructure (BIP) announced a $100M offering of 4M 5.75% Cumulative Minimum Rate Reset Class A Preferred Units, Series 19. The units, priced at $25 each, are guaranteed by BIP and a subsidiary. Proceeds will be used for general corporate purposes, with the offering expected to close by August 27, 2026.

The TSX rose to another all-time high, closing up 17.59 points at 36,475.92, led by utilities and telecoms. BCE gained after BofA raised it to buy, and Cargojet jumped on a second-quarter revenue beat. Brookfield Renewable Partners and Brookfield Infrastructure also rose. The Canadian dollar edged up to 71.82 U.S. cents.

Brookfield Infrastructure Partners L.P. disclosed Schedule 13G/A filings showing Principal Global Investors, LLC holds 23,776,567 limited partnership units, 5.1% of the class as of June 30, 2026, with shared voting and dispositive power. Principal Funds, Inc. (Principal MidCap Fund) holds 20,156,517 units, 4.4%, and says its stake was reduced below 5%.

Brookfield Infrastructure Partners L.P. reported Q2 2026 results, generating 10% FFO growth, supported by inflation-linked rate increases and new project commissioning, plus segment gains from fiber, midstream commodity pricing, and AI-driven transport demand. Management said it plans to simplify the structure in Q4 2026, deploy $300m-$500m annually to AI infrastructure, and complete a $1.2b data center IPO.

Less than 1 min read According to estimates from 11 analysts, Brookfield Infrastructure Partners LP Limited Partnership stock's average price target has risen from $44.18 to $44.45, with forecasts ranging from $37 to $57 per share Based on the Jul.

Brookfield Infrastructure Partners L.P. (NYSE: BIP) reported Q2 2026 results for the quarter ended June 30, 2026. FFO per unit was $0.89, up 10% year over year. FFO totaled $702 million. Net income was $44 million versus $69 million a year earlier. The company cited data and midstream strength, asset sales, and higher depreciation and borrowing costs.

Several stocks reported hitting 52-week highs. Brookfield Infrastructure Partners reached $59.40, citing AI-driven electricity demand growth. Corby Spirit and Wine hit $16.66 and will report Aug. 26. Gibson Energy hit $32.61 on record infrastructure adjusted EBITDA of $169 million. Magna rose to $97.50 after an 800-volt eDrive award with Chery.