Blackstone Inc.
BNP Paribas reported that in July, OpenAI’s ChatGPT led web traffic and mobile usage, regaining share versus Alphabet’s Gemini. Gemini’s worldwide visit share fell to 28.8% from 30.3%, while DAU share stayed at 19.8%. Claude gained visits to 10.4% from 10%. BNP Paribas also cited Gartner estimates: 2026 inference spending $23.3B vs training $19B, plus AI infrastructure financing demand.
The weekly digest covers Canada-US tariff talks ahead of Aug. 19, with Canada warning it would halt talks and retaliate if 50% tariffs take effect. It also reports RBC and BMO plan to sell Moneris to Francisco Partners for about $2B, and Air Canada to sell a 25% Aeroplan stake for $2.5B, valuing Aeroplan above $10B.
H&R Real Estate Investment Trust agreed to sell all assets in a CA$6.7 billion deal with a consortium including Blackstone Inc., PSP Investments and Crestpoint, dissolving H&R. Unitholders will receive CA$4.28 cash plus 0.5688 GO REIT units per H&R unit, valuing CA$12.01 per unit. Deal closes Q4 2026; H&R units to delist from TSX.
Over the past 7 days, alphai's AI scored 30 news stories mentioning BX (Blackstone Inc.). Coverage has skewed bullish: 13 bullish, 10 neutral, and 7 bearish.
Recent BX coverage spans sector analysis, mergers & acquisitions and regulation.
In the last 30 days, BX insiders filed 8 SEC Form 4 transactions — 3 purchases ($62K) and 5 sales ($12.1M). The most active reporter was Porat Ruth with 3 filings.
This is a supportive thematic signal for AI infrastructure investing, not a disclosed Blackstone transaction with quantified impact.
For Blackstone, the news is a new loyalty-program stake acquisition, potentially adding to fee/distribution earnings visibility.
Blackstone gains exposure to a large Canadian industrial portfolio via the consortium structure.
The disclosed AI infrastructure financing role can be read as incremental growth in Blackstone’s private credit/alternatives deployment.
Blackstone’s role suggests potential upside from AI-related capital deployment, but the article emphasizes systemic leverage and unwind risk.
alphai scores every news story that mentions BX with an AI model for sentiment and relevance, and aggregates insider trades from Blackstone Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
BNP Paribas reported that in July, OpenAI’s ChatGPT led web traffic and mobile usage, regaining share versus Alphabet’s Gemini. Gemini’s worldwide visit share fell to 28.8% from 30.3%, while DAU share stayed at 19.8%. Claude gained visits to 10.4% from 10%. BNP Paribas also cited Gartner estimates: 2026 inference spending $23.3B vs training $19B, plus AI infrastructure financing demand.
5 min readThe weekly digest covers Canada-US tariff talks ahead of Aug. 19, with Canada warning it would halt talks and retaliate if 50% tariffs take effect. It also reports RBC and BMO plan to sell Moneris to Francisco Partners for about $2B, and Air Canada to sell a 25% Aeroplan stake for $2.5B, valuing Aeroplan above $10B.
5 min readH&R Real Estate Investment Trust agreed to sell all assets in a CA$6.7 billion deal with a consortium including Blackstone Inc., PSP Investments and Crestpoint, dissolving H&R. Unitholders will receive CA$4.28 cash plus 0.5688 GO REIT units per H&R unit, valuing CA$12.01 per unit. Deal closes Q4 2026; H&R units to delist from TSX.
6 min readReuters reports Nvidia is partnering with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to launch compute financing platforms to raise over $500 billion of third-party capital for AI infrastructure. Nvidia said it can backstop up to $125 billion. The article also cites Apollo and Blackstone funding Anthropic’s $35 billion expansion and Meta’s $27 billion deal with Blue Owl.
7 min readNvidia partners with Wall Street firms to mobilize over $500 billion of third-party capital for AI infrastructure, while hyperscalers use bonds, joint ventures, and leases to fund data centers. Goldman estimates lease commitments of $1.5 trillion, including $1 trillion uncommenced. The leveraged hedge fund Situational Awareness collapsed after margin calls, highlighting tracking and unwind risks.
6 min readSafe Harbor, backed by Blackstone, is pursuing a deal to acquire MarineMax, according to comments from Safe Harbor and a Blackstone spokesperson. Levin Capital, a major MarineMax shareholder, said the agreement delivers “substantial” cash value and cited $53 per share cash consideration, a 96% premium to the unaffected price. MarineMax did not comment.
4 min readThe Wall Street Journal reports that defaults and nonaccruing loans have risen to five-year highs across several large publicly traded private credit funds, including Ares, Golub Capital, Blue Owl Capital, and Blackstone. Blue Owl’s nonaccruals hit 2.8% in Q2. Watchlists of troubled borrowers expanded, while some funds limited redemptions and returns deteriorated.
6 min readAlternative asset managers reported Q2 results focused on wealth-channel fundraising and redemption trends. Blackstone said private wealth AUM rose 16% to $324B and Q2 sales were $8.6B, while BCRED saw $1.2B net outflows. Ares reported $3.9B inflows and $76B wealth AUM. KKR reported $3B inflows. Non-traded BDCs had $2B raised, down 82% YoY, with net outflows of $3.8B.
7 min readBlackstone returned about $13.3 million in stock dividends to TXNM Energy, the parent of New Mexico utility PNM, after a New Mexico Public Regulation Commission ruling that a $400 million stock purchase violated state law. The commission ordered the deal unwound and fined $300,000. Blackstone’s holding company Troy TopCo repaid dividends on Aug. 7, per amended compliance reports.
6 min readFinley John G (Chief Legal Officer) sold 45,000 shares of Blackstone Inc. (BX) at an average of $147.11 ($146.80–$147.36, $6.62M total) across 2 trades on 2026-08-11.
2 min read
