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Friday, September 25, 2026The Morning Brief →Sign in
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IFM Investors

In PWD coverage since August 24, 2026 · 7 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 23, 26Deal talkStack Infrastructure · Blue Owl Capital Inc. · Artificial Intelligence Infrastructure Partnership (AIP) · $25B — coverage
Sep 23, 26Deal talkBlackRock · Stack Infrastructure · Blue Owl Capital Inc. — coverage
May 31, 26Deal closedNest · $200
PWD coverage
portfolio

The 26% earnings quarter was a capex peak

Goldman strategists expect the AI buildout that delivered the gain to start charging for itself, leaving the trailing four quarters a poor basis for planning.
Deals & PE · Sep 24The AI buildout is a fundraise, and the wealth shelf just filed
Deals & PE · Sep 24Blue Owl's data-center ask meets a $25 billion income bid
allocators · Sep 10Nest builds private credit in nine-figure tickets, weighted to infrastructure
Data · Sep 4Private credit's 5% gate is now the term sheet
direct_lending · Sep 3IFM opens Singapore office to push Asia private credit
digital · Aug 24Switch's grid play turns a race track into a 270MW hedge
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