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Apr 1 | Dolphin Focus: 🐬 Macro/Industry: Leaders of the US and Iran signaled openness to ending hostilities, easing fears of a broader Middle East war. On the back of this, US stocks closed higher on Tue as intl crude pulled back, with WTI and Brent both down, easing inflation worries. In addition, the White House said Trump will address the nation at 9pm ET Wed (9am Beijing Thu) to provide a major update on Iran.🐬 Single stocks: 1) $Taiwan Semiconductor(TSM.US) TSMC's Japan JASM Fab 2 has been upgraded from 6nm to 3nm...

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HK market kicks off Apr. with a rally; BILI overhauls recommendation engine | Daily News Recap

Google and Blackstone Launch New AI Cloud Co. with $5B Investment, Sending Rivals Down Nearly 4%

Blackstone Plans $5 Billion Initial Investment to Add 500 MW Capacity by 2027

Blackstone Announces Google to Provide Hardware, Software and Services for New Joint Venture

Google and Blackstone Launch AI Cloud Company, Plan 500MW Capacity by 2027

TD Cowen Lowers Blackstone Target Price to $133, Maintains Buy Rating

Blackstone and CD&R Discuss Bid for Unilever's Split-off Magnum Ice Cream Company

Blackstone Secured Loan Fund Plans to Issue Notes Up to $650 Million

CPPIB and Blackstone Co-Invest in Proudreed

Sony Music Publishing Acquires 45,000 Songs from Blackstone for $4 Billion

Airbus and Blackstone Plan to Participate in Quantum Systems Funding Round

Blackstone Abandons $4Billion New World Deal Over Control Disputes

Blackstone Laying Groundwork for Third Long-Term Buyout Fund

Blackstone to Provide Loans for 50,000 Housing Units Annually

Blackstone invests $1 billion in VoltaGrid

Blackstone Acquires Greece's Leading Online Marketplace Skoutzos

Blackstone Executives Invest in Private Credit Fund to Address Redemption Rush

Blackstone Agrees to Acquire Stake in Skroutz

Blackstone Reports 4% Growth in Q1 Net Income

Apollo and Blackstone in Talks with Broadcom for $35 Billion Financing

Oppenheimer Reduces Holdings in Blackstone

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

Phoenix Asia

Generation Income Properties

MetaVia

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

Virax Biolabs

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What's Going On With Blackstone Stock Tuesday?

Blackstone Inc. (BX.US) Q4 2024 Earnings Call

Google I/O took place on May 19th, followed closely by Google Marketing Live on May 21st. The market focus has shifted from "Will Gemini 4.0 be released?" to "Can AI make money?"—Can AI search expand commercial queries? Can AI Max replace Dynamic Search Ads as the new default for advertising? Can agency-based shopping complete the transaction loop? Can Google Cloud's backlog of orders, which nearly doubled to $462 billion month-over-month, continue to grow? Everything hinges on these two events. Are you betting that Alphabet will take another leap forward with AI, or has its valuation already exhausted expectations?

Google I/O took place on May 19th, followed closely by Google Marketing Live on May 21st. The market focus has shifted from "Will Gemini 4.0 be released?" to "Can AI make money?"—Can AI search expand commercial queries? Can AI Max replace Dynamic Search Ads as the new default for advertising? Can agency-based shopping complete the transaction loop? Can Google Cloud's backlog of orders, which nearly doubled to $462 billion month-over-month, continue to grow? Everything hinges on these two events. Are you betting that Alphabet will take another leap forward with AI, or has its valuation already exhausted expectations?

With two AI conferences being held in quick succession, can Google AI truly make money?

CLOU

DTCR

Blackstone Inc. (NYSE:BX) stock rose 0.82% in premarket trading following the announcement of a $5 billion joint venture with Google focused on AI infrastructure. The new company will utilize Google Cloud's TPUs to provide cloud computing services. Despite a bearish trend, Blackstone aims to meet rising demand for accelerated computing. The stock has declined 19.53% over the past year, with key resistance at $117.66 and support at $101.73. Analysts maintain a Buy rating with an average price target of $146.92.

- Blackstone Inc. announced a joint venture with Google to create an AI-focused cloud infrastructure company, committing $5 billion to the effort.  
- The new entity will leverage Google Cloud’s TPUs to meet increasing demand for AI computing, with plans to launch in 2027.  
- Despite this positive development, Blackstone’s stock has declined 19.53% over the past year, indicating broader market challenges.

benzinga_article

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

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Google and Blackstone are launching a new AI cloud company with a $5 billion investment from Blackstone. This announcement has caused shares of competitors CoreWeave and Nebius to drop nearly 4% in premarket trading.

- Alphabet's Google and Blackstone are launching a US-based AI cloud company, with Blackstone investing $5 billion in equity.  
- This announcement has negatively affected shares of rival AI cloud providers CoreWeave and Nebius, causing a nearly 4% drop in premarket trading.  
- The partnership signifies increased competition in the AI cloud market, highlighting Blackstone's confidence in AI technology growth.

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Google and Blackstone to create new AI cloud firm, sending neoclouds like Coreweave and Nebius lower

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CoreWeave's stock fell 3% in premarket trading following the announcement of a joint venture between Google and Blackstone to create a new cloud focused on tensor processing units. While Bernstein analyst Madison Rezaei noted that the deal isn't immediately problematic for CoreWeave, it signals increased competition that could pressure pricing and margins. Rezaei maintains an underperform rating on CoreWeave's stock, suggesting that the combined entity of Google and Blackstone may have advantages in cost of capital and long-term margin potential.

- A joint venture between Google and Blackstone aims to create a new cloud focused on tensor processing units, causing a dip in CoreWeave's stock.  
- The partnership will initially invest $5 billion to provide 500 megawatts of cloud capacity, increasing competition for neocloud companies like CoreWeave and potentially impacting their pricing and margins.  
- Bernstein analyst Madison Rezaei asserts that while the deal is not immediately threatening to CoreWeave, it suggests an intensifying competition in the market.

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Nebius

CoreWeave's stock falls as new Google cloud venture may signal more competition ahead

Blackstone(BX.US)

What's Going On With Blackstone Stock Tuesday?

Google and Blackstone to create new AI cloud firm, sending neoclouds like Coreweave and Nebius lower

CoreWeave's stock falls as new Google cloud venture may signal more competition ahead

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