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Major M&A deals this week include Broofield buying Aypa Power for $7 billion, Dental Corp. acquireing Northstar Dental, KKR buying Energy Capital.
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BlackRock is launching target-date mutual funds through Great Gray Trust that will allocate 5-20% of assets to private investments, offering 401(k) plan participants exposure to privately held businesses. The move aims to provide better diversification and potentially higher returns (about 50 basis points annually more than stocks) as the stock market becomes increasingly concentrated in large-cap and technology stocks.
HomeServe is exploring a potential $1.8 billion asset-backed financing that could return $600 million to its owner, Brookfield.
Nvidia has built a $63.4 billion portfolio of AI infrastructure partners including Intel, SpaceX, CoreWeave, and Synopsys. As energy becomes a critical bottleneck for AI data center growth, Bloom Energy—a hydrogen fuel-cell company that recently crossed $1 billion in quarterly revenue and signed a $25 billion partnership with Brookfield Asset Management—emerges as a potential candidate for Nvidia investment.
Brookfield Asset Management sees an opportunity for investors willing to go beyond traditional corporate lending.
Republic Services (RSG) has gained 9.6% over three months, outperforming its industry and the S&P 500. The company's strong performance is driven by prudent pricing execution with 90 basis points of underlying margin expansion, increased acquisition investments targeting waste assets, and AI/digital initiatives expected to deliver $100M in annual savings by 2028. RSG also expanded its renewable natural gas operations and electric vehicle fleet.
Zeta Global (ZETA) reported Q2 2026 revenues of $442.8 million, up 43.5% year-over-year with 28% organic growth. The company raised 2026 guidance to $1.82 billion in revenue and $405 million in adjusted EBITDA, marking its 20th consecutive beat-and-raise quarter. However, rising cost of revenues (41% of sales, up 300 basis points) due to higher-cost social channel adoption and agency exposure present margin pressures. The stock holds a Zacks Rank #3 (Hold) rating.