Finance Updates – Page 47 – Finance Updates

Alaska’s DigitalBridge Bet: LNG Pipeline, Data Centers & Risk Under Governor Dunleavy

Americas Policy Data Processing, Hosting, and Related Services

Alaska committed about $50–75 million from it...

Gov. Mike Dunleavy is pitching data centers a...

The $44B Alaska LNG project is moving ahead u...

Lawmakers and observers question the timing, ...

Oracle Valuation Outlook Diverges: $300 Target, $240 Target & Key AI Risks

Americas Markets Data Processing, Hosting, and Related Services

KeyBanc reiterated Overweight on Oracle with ...

Goldman upgraded Oracle to Buy with a $240 ta...

UBS kept a Buy rating but cut its target to $...

Key risks center on accelerating AI capex and...

Oracle Poised at $300? KeyBanc Sees Big Value in Cloud, Infra & Apps

Global FYI Finance and Insurance

KeyBanc reiterates Overweight on Oracle and s...

Oracle is still trading at rich multiples (ab...

The bull case hinges on OCI/RPO converting to...

Key risks are a ~$50B AI data-center CapEx su...

KeyBanc Sees ATI’s Margins Rising: Aerospace Strength Fuels $132 Price Target

Americas Markets Aerospace Product and Parts Manufacturing

KeyBanc raised ATI’s price target to $132 fro...

Q3 FY2025 results showed $1.13B revenue (+7% ...

ATI lifted FY2025 guidance to $848–858M adjus...

Growth is being driven by surging defense dem...

Why KeyBanc Says Oracle Is Undervalued Amid Cloud Strength & Surging AI Costs

Global FYI Finance and Insurance

KeyBanc calls Oracle “undervalued” after a ~3...

Fiscal Q2 FY2026 was mixed, with ~$16.06B rev...

AI and data-center expansion is driving capex...

Credit concerns are rising as five-year CDS w...

How Host’s Maritime Growth Investment Measures Up to PE Benchmarks

Global FYI Finance and Insurance

Metalmark Capital made a minority growth-capi...

Host’s leadership and family control stayed i...

The backing supported Host’s strategy to scal...

Host has since expanded through acquisitions ...

Reverence Capital’s Emerging Private Credit Edge: Talent, Strategy & Fund‐Raising Dynamics

Global FYI Finance and Insurance

Reverence Capital is preparing a new private ...

The firm’s latest disclosed vehicle, Credit O...

The strategy targets niche and structured cre...

Market dislocation from higher rates and bank...

Blum’s Timed Stock Sale Raises Ethical Questions in Political Finance

Americas Markets Pharmaceutical and Medicine Manufacturing

Richard C. Blum, Sen. Dianne Feinsteins husba...

ALLO traded down to about $21.28 that day and...

Feinsteins office said she had no role in the...

The timing drew optics questions amid broader...

Blüm Holdings vs. Blum Capital: Distinguishing Real Financial Risks

Global FYI Finance and Insurance

No verifiable Wall Street Journal piece match...

The losses and liquidity stress described ali...

Blum Capital Partners is a separate private-e...

Takeaway: verify the entity and focus analysi...

How Netflix Brazil’s State of Fear Rewrites the Rules of Local IP Investment

Americas Firms Motion Picture and Video Industries

Netflix Brazil will premiere State of Fear, t...

The plot follows Elisa, daughter of faction f...

O2 Filmes produces and Pedro Morelli directs/...

The spin-off extends a proven Brazilian IP wi...