BX Blackstone Inc

$BX at this point, the market is begging Warsh to raise rates. I expect him to raise by 25 bps next week and for the market and bonds to subsequently rally. IMO it will be viewed as a net positive that Warsh wants to learn from his predecessors and choke off inflation before it becomes problematic (e.g. 2021)

$BX Terrible performance depsite owning lots of assets, and asset prices are through the roof.

Tonight's Rotation Report will be talking quarterly candles They provide a lot of clarity in a noisy world Here's Blackstone $BX providing some clarity... 😬 No wonder $FAZ goes up every day

GOOGL, BX Stock In Focus — Banking Consortium Reportedly Lines Up $22B AI Chip Financing For Blackstone-Alphabet Venture $BX $GOOG $GOOGL $GS $BNPQY https://stocktwits.com/news/equity/markets/googl-bx-stock-in-focus-banking-consortium-reportedly-lines-up-22-b-ai-chip-financing-for-blackstone-alphabet-venture/cZtYHJjRBPr

$BX my go to stock. When i cant decide what to buy i alway buy a little more BX. Great dividend.

$BX High rates are really causing the market to flash the yellow potential red light?

Lambda, an AI cloud firm that rents GPU power, is raising up to $4 billion at a $14.5 billion valuation in its last private round before a planned 2027 IPO. $BX and Coatue are leading. Its order backlog jumped to $50 billion. https://www.wsj.com/tech/ai/ai-neocloud-lambda-is-raising-4-billion-in-final-round-before-planned-ipo-568182f9

$BX BofA analyst Craig Siegenthaler lowered the firm's price target on Blackstone to $122 from $138 and keeps a Buy rating on the shares. The firm is adjusting its estimates and price targets for alternative and traditional asset managers ahead of Q3 earnings from the group.

$BX $KKR $APO all went oversold on my screener on the same day (Friday close), RSI under 30 on all three. BX 111.75, RSI ~26, -18% in a month, -31% over a year, ~32% under its 52w high. KKR 90.29, RSI ~30, -15% in a month, -29% over a year, only ~10% above its 52w low. APO 114.02, RSI ~27, -14% in a month, -8% over a year. The odd part: redemption requests at the private credit funds have actually been easing (Apollo ~16.8% to ~14.7% from Q2 to Q3, per Benzinga). So the selling looks like it's about something else: higher yields squeezing portfolio companies, and big data center commitments while a lot of those projects are getting delayed. Oversold isn't a bottom though. Nothing else on my screens has flipped yet, no momentum buy, no insider buying. No position. Is this a sector-wide entry, or is the AI infrastructure lending the risk nobody has sized yet?

$BX $ARES $KKR are all on sale. In the next few week, I plan to try to buy all three, I currently only own OWL and BX. BX my position is too small, so also in my shopping cart.

$BX Liabilities concerning Hello Sunshine dispute between Steve Sullens and Mike Dotterer. Sullens promised fee then cheated Dot by forwarding financials to Mayer and Staggs. Theft. Obstruction. Threats. Not professional.

Blackstone Private Equity Chief Joe Baratta Negotiating Departure Joe Baratta, Blackstone’s global head of private-equity strategies, is negotiating his departure from the firm before the end of the year, Bloomberg reported, citing people familiar with the matter. His exit would end a 28-year career at the investment firm. Baratta joined Blackstone in 1998 and led its private-equity business for about 13 years before taking on his current global role last year. He has been a key figure in major dealmaking and one of the most recognizable executives associated with Blackstone’s flagship buyout business. His potential departure would add to a series of senior leadership changes at Blackstone this year. Nadeem Meghji, who headed the firm’s real-estate business, stepped down earlier in 2026, while growth-strategy chief Jon Korngold also left the company. $BX

What's going on with $BX? Short term momentum is down, dropping 2.6% today and 3.6% over the past five days Traders are snapping up Friday-dated puts, about 3.6k of them at the ask today, around $250k premium They're looking for some near term downside protection This means caution on new long entries and watch out for elevated IV into Friday’s expiry But don't hit the panic button yet There were some big far-dated call sweeps earlier and positive deal headlines So while things are defensive short term, it’s not all bearish Stay sharp

A group of 10 banks is arranging a $22 billion loan to finance Crux AI, a new cloud-computing company jointly created by Blackstone and Alphabet. The financing ranks among the largest debt deals organized to fund the specialized processors needed for large-scale AI operations. The proceeds will be used to purchase Google-made Tensor Processing Units (TPUs), with the loan backed by the value of the chips as well as Crux AI’s customer contracts, according to Bloomberg News. Goldman Sachs, Sumitomo Mitsui Banking, Barclays, BNP Paribas and Bank of Nova Scotia are among the participating lenders, while the banking group is working to bring additional lenders into the deal through syndication. The structure highlights the growing use of debt financing to fund AI infrastructure as companies face enormous upfront costs for chips and data centers. The debt could eventually be refinanced with longer-term funding from institutional investors through the investment-grade bond market. $BX $GOOGL $GS

$BX OptionsFLO flow and daily chart read. The alert snapshot shows $268K in the Oct 16 $125 puts. Volume was 0.2x standing open interest at capture. Daily chart through Sep 16: last close $123.45, below its 20 and 50 day averages, with RSI at 32. The 3 month range is $112.06 to $150.24. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.