Blackstone Inc. (BX) came out with quarterly earnings of $1.36 per share, beating the Zacks Consensus Estimate of $1.35 per share. This compares to earnings of $1.09 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +1.05%. A quarter ago, it was expected that this investment manager would post earnings of $1.52 per share when it actually produced earnings of $1.75, delivering a surprise of +15.13%. Over the last four quarters, ...

Dividend Blackstone has declared a quarterly dividend of $1.16 per share to record holders of common stock at the close of business on May 4, 2026. This dividend will be paid on May 11, 2026. Quarterly Investor Call Details Blackstone will host its first quarter 2026 investor conference via public webcast on April 23, 2026, at 9:00 a.m. ET. To register, please use the following link: https://event.webcasts.com/starthere.jsp?ei=1757288&tp_key=030d40a759. For those unable to listen to the live broadcast, ther ...

公司业绩：金融与媒体领跑 - 美国运通2026年第一季度每股收益为4.28美元，远超4.03美元的预期，营收达189.1亿美元，主要受高额持卡人消费和费用增长驱动，公司维持全年每股收益17.30至17.90美元的指引 [2] - 康卡斯特调整后每股收益为0.79美元，高于0.73美元的预期，国内宽带住宅用户净减少6.5万户，远好于市场担忧的17.55万户，同时无线业务净增43.5万条线路，显示其战略转型取得进展 [3] - 黑石集团第一季度营收为36.2亿美元，超过34亿美元的预期，管理资产总额达到1.304万亿美元，期间获得685亿美元的资金净流入，尽管宏观环境动荡，其几乎所有旗舰策略均实现资产正增值 [4] - 美国航空第一季度营收为139.1亿美元，超出预期，但对当前季度的展望保持谨慎，预计第二季度调整后每股收益在-0.20至0.20美元之间，范围较-0.09美元的预期更宽，因公司需应对波动的燃油成本和运力调整 [5] 人工智能：巨额资本支出的挑战 - 投资者正日益关注 Alphabet、Meta Platforms、微软和亚马逊预计将共同部署的6000亿美元人工智能相关资本支出，这引发了对短期利润率压力及实现有意义货币化时间表的担忧 [6] - 市场已不再仅因投入而给予奖励，分析师认为人工智能的长期实质将超越当前的怀疑，从使用经营现金流转向可能利用债务市场为此基础设施融资，加剧了对人工智能产品带来切实收入增长的需求 [7] 宏观与地缘政治：日本与石油供应风险 - 日本财务大臣正在就Anthropic公司强大的AI模型“Mythos”与日本央行和主要银行加速协调，监管机构担忧其网络安全漏洞及可能扰乱金融稳定的潜力，财务大臣同时表示正“非常关注”市场对日本政府债券的看法 [8] - 全球能源市场密切关注霍尔木兹海峡，持续的封锁限制了石油和液化天然气的流动，克里姆林宫表示俄罗斯继续其石油供应，但目前没有其他倡议向欧佩克+提出，随着全球石油供应量下降且无立即的产出策略来抵消短缺，布伦特原油价格持续徘徊在100美元上方 [9]

Brossard, Quebec – TheNewswire - April 23, 2026 – CHARBONE CORPORATION (TSXV: CH; OTCQB: CHHYF; FSE: K47) (“CHARBONE” or the “Company”), a North American producer and distributor specializing in clean Ultra High Purity (“UHP”) hydrogen and strategic industrial gases, is pleased to announce the signing of a three (3) year supply contract with an American industrial client for the sale of UHP oxygen.A structuring contractual commitment in the United StatesThis long-term contract strengthens the established b ...

Europe risks falling further behind the United States and China in pharmaceutical research and innovation because of "mind-blowing" bureaucracy and government policies threatening jobs, Roche Chief E... ...

Norway's $2.2 trillion sovereign wealth fund is evaluating a potential investment in SpaceX, according to comments made by its deputy chief executive, as cited in a Reuters report. The fund, the large... ...

Exhibit 99.1 Dividend Blackstone has declared a quarterly dividend of $1.16 per share to record holders of common stock at the close of business on May 4, 2026. This dividend will be paid on May 11, 2026. Quarterly Investor Call Details Blackstone will host its first quarter 2026 investor conference via public webcast on April 23, 2026, at 9:00 a.m. ET. To register, please use the following link: https://event.webcasts.com/starthere.jsp?ei=1757288&tp_key=030d40a759. For those unable to listen to the live br ...

公司动态 - Kindle Energy公司宣布其Wolf Summit Energy项目已破土动工 [1] - 该项目是一个600兆瓦的绿地联合循环燃气轮机发电设施 [1] - 项目位于西弗吉尼亚州哈里森县 [1] - 项目由黑石集团通过其能源转型合作伙伴基金提供支持 [1] - Wolf Summit项目将是该地区首个联合循环燃气轮机设施 [1] 项目详情 - Wolf Summit Energy是一个先前已宣布、完全签约的发电项目 [1] - 项目为新建的绿地项目 [1] - 项目发电容量为600兆瓦 [1] - 项目采用联合循环燃气轮机技术 [1]

财报发布与预期 - 公司计划于4月23日盘前公布2026年第一季度业绩[1] - 市场普遍预期第一季度营收为33.2亿美元，同比增长20.3%[2] - 市场普遍预期第一季度每股收益为1.33美元，同比增长22%[3] 业绩预期与趋势 - 过去7天，对第一季度及全年的每股收益预期维持不变，但较30天前的预期有所下调[4] - 公司在过去四个季度均超出盈利预期，平均超出幅度为13.6%[4] - 根据模型预测，公司本次盈利超出市场普遍预期的可能性较低，因其收益ESP为-0.09%且Zacks评级为4级（卖出）[10][11] 资产管理规模（AUM）与收入 - 市场普遍预期第一季度总AUM将达到1.32万亿美元，同比增长12.8%[8] - 市场普遍预期第一季度收费AUM将达到9440亿美元，同比增长9.8%[8] - 市场普遍预期第一季度管理和咨询费（部门收入）为21.1亿美元，同比增长11.5%[8] - 市场普遍预期第一季度费用相关绩效收入（部门收入）为5.41亿美元，同比大幅增长84%[9] - 上一季度总AUM同比增长13%，主要受715亿美元资金流入驱动，收费AUM同比增长11%至9217亿美元[5] 增长驱动与潜在压力 - 预计AUM增长将受到强劲资金流入的支撑，公司在旗舰策略上的募资具有韧性，并在高需求领域（包括AI相关数据中心）不断扩大布局[7] - 私募信贷市场募资放缓以及财富产品零售赎回增加，可能对AUM增长产生一定负面影响[6][7] - 公司费用在过去几年持续上升，主要因一般行政及其他支出增加，预计第一季度费用也将有所上升[9] 股价表现与估值 - 公司股价在第一季度下跌了25.4%，而行业同期下跌17.4%[12] - 公司股票表现逊于同行阿波罗全球管理，但优于蓝猫资本[12] - 公司股票估值高于行业平均水平，其未来12个月市盈率为19.21倍，行业平均为12.11倍[14] - 同行阿波罗全球管理和蓝猫资本的未来12个月市盈率分别为13.25倍和10.38倍[17] 公司优势与行业定位 - 公司作为全球领先的另类资产管理公司，以其在市场周期中产生持续费用收入的能力而享有盛誉[19] - 其多元化平台涵盖私募股权、房地产、信贷和基础设施，有助于降低对单一资产类别的依赖，为投资者在波动时期提供稳定性[19]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. As non-traded private credit BDCs are paying record amounts in redemptions this quarter, both alternative asset managers running these funds and financial advisors are trying to reassure investors that the current redemption rush does not reflect an underlying problem with their loan portfolios.  With private investors spooked by the idea that private credit might be faced with rising loan ...