The "Golden Age of SaaS" has met a cold, digital winter. Over the past four months, the software industry has undergone a violent structural repricing, with the S&P 500 software and services index plummeting 26% from its late-October peak. This collapse, now widely referred to by Wall Street traders
Ares Management (NYSE: ARES) has solidified its position as a titan of the alternative asset space, closing 2025 with a record-breaking $622.5 billion in Assets Under Management (AUM). This milestone, representing a nearly 30% year-over-year surge, was capped by a fourth-quarter performance that saw fee-related earnings (FRE) climb by
As the financial world pivots into the first quarter of 2026, all eyes are on Ares Management (NYSE: ARES) as it prepares to pull back the curtain on its fourth-quarter and full-year 2025 performance. This earnings cycle is widely viewed as a litmus test for the "private credit boom" that
As of February 9, 2026, Apollo Global Management (NYSE: APO) has firmly established itself not just as an alternative asset manager, but as a central pillar of the global financial architecture. Once known primarily for its aggressive private equity buyouts, the firm has undergone a seismic transformation into a "private credit powerhouse" and a leader [...]
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital,
and those that can maintain this trifecta year in and year out often become the legends of the investing world.
The global energy landscape has undergone a seismic shift, culminating in a staggering 98% year-over-year surge in deal value for the Power and Utilities (P&U) sector as of early 2026. According to the latest market data from January 2026, the sector has transitioned from a traditional defensive haven into
As of February 6, 2026, the global financial landscape is being reshaped by an unprecedented "wall of capital." After nearly two years of stagnation caused by valuation gaps and high borrowing costs, the private equity industry has entered a transformative period of deployment. With a record-shattering $3.2 trillion in
The Federal Reserve Open Market Committee (FOMC) concluded its first policy meeting of 2026 on January 28, voting to maintain the federal funds rate at a target range of 3.5% to 3.75%. This widely anticipated decision marks a pivotal shift in the central bank’s strategy, moving from
The "Great Hesitation" in global finance has officially come to an end. In the opening weeks of 2026, the private equity landscape has undergone a dramatic transformation, shifting from two years of defensive posturing to a full-scale dealmaking renaissance. Driven by a record-shattering $2 trillion in "dry powder" and a
In a move that has sent ripples through the commercial real estate (CRE) sector, global investment giant Brookfield Asset Management (NYSE: BAM)—and its parent Brookfield Corporation (NYSE: BN)—announced a definitive agreement to acquire Peakstone Realty Trust (NYSE: PKST) for approximately $1.2 billion. The deal, priced at $21.
Blackstone’s fourth quarter results reflected contrasting trends, as revenue surpassed Wall Street’s expectations but profit missed consensus estimates. Management attributed the top-line growth to strong inflows across institutional, private wealth, and insurance channels, as well as robust investment performance in infrastructure and private equity. However, higher costs and a less favorable fee mix weighed on earnings, with CFO Michael Chae noting, “Base management fees in real estate declined moderately, which impacted overall profitability.”
The enterprise software landscape witnessed a seismic shift exactly one year ago when monday.com (NASDAQ:MNDY) delivered a masterclass in growth and profitability. On February 10, 2025, shares of the Tel Aviv-based Work OS provider skyrocketed by more than 30% in a single trading session, closing at a then-record
The Conference Board’s Leading Economic Index (LEI) recorded a 0.3% slip in its latest reading, signaling a cooling trajectory for the United States economy as it enters the new year. This downturn, reported in January 2026, marks a pivotal moment for markets that have been grappling with the
Alternative investment manager Blackstone (NYSE:BX) reported Q4 CY2025 results topping the market’s revenue expectations, but sales fell by 5.1% year on year to $3.97 billion. Its non-GAAP profit of $1.75 per share was 13.9% above analysts’ consensus estimates.
Alternative investment manager Blackstone (NYSE:BX) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 4.3% year on year to $4.36 billion. Its GAAP profit of $1.30 per share was 15.8% below analysts’ consensus estimates.
The US credit market has entered 2026 with a level of momentum unseen in nearly a decade, as a powerful combination of multi-billion dollar mergers and a resurgence in leveraged buyouts (LBOs) drives primary issuance to record heights. Following the Federal Reserve’s pivot toward a more accommodative stance in
In a move that underscores the insatiable appetite for reliable electricity in the age of artificial intelligence, Vistra Corp (NYSE: VST) announced on January 5, 2026, a definitive agreement to acquire Cogentrix Energy for approximately $4.7 billion. The acquisition, which targets a massive 5,500-megawatt (MW) portfolio of natural
According to a report from Bloomberg that cited people familiar with the matter, Blackstone is considering a debt investment in Oracle’s Michigan data center project.
As we enter the early weeks of 2026, the American corporate landscape is still adjusting to a fundamental shift in the mechanics of growth. It has been nearly one year since the most significant overhaul of the Hart-Scott-Rodino (HSR) Act in five decades took effect on February 10, 2025. What
A year after the most radical transformation of U.S. antitrust filing rules in nearly half a century, the domestic merger and acquisition (M&A) market is finally finding its rhythm. The Federal Trade Commission (FTC) and the Department of Justice (DOJ) implemented a sweeping overhaul of the Hart-Scott-Rodino (HSR)
