Brookfield Asset Management priced $550 million of senior notes due 2031 at 4.832% interest and reopened $450 million of notes due 2036 at 5.298% interest. The offering is expected to close on April 17, 2026, with proceeds to be used for general corporate purposes.

Nuclear stocks Cameco and Oklo are positioned to benefit from surging global demand for nuclear power driven by AI, cloud computing, and data centers. Cameco, the world's second-largest uranium miner, is expanding beyond mining through partnerships with Brookfield and Silex. Oklo is developing innovative microreactors expected to deploy commercially in 2027. The International Atomic Energy Agency projects nuclear capacity to expand 2.6x by 2050.

Cameco, the world's largest pure-play uranium producer, is positioned to benefit from a global energy supercycle driven by increased electrification demand and nuclear power adoption. The company has demonstrated strong financial growth with 76% revenue increase over five years, improved profitability metrics, and strengthened balance sheet. Through its 49% stake in Westinghouse and vertical integration into nuclear services, Cameco offers commodity upside combined with defensive utility-like characteristics.

Brookfield Corporation has restructured itself to replicate Berkshire Hathaway's successful investment-led insurance model. After spinning off its asset management business and building an insurance operation, Brookfield now oversees multiple publicly traded investment vehicles focused on renewable power, infrastructure, and private equity. The company's approach may offer greater transparency than Berkshire Hathaway, though it still needs to prove its new model can deliver comparable long-term results.

Blackstone has agreed to sell its entire Fidere residential rental portfolio in Spain to Brookfield Asset Management for €1.2 billion ($1.4 billion). The portfolio includes approximately 5,000 units across 47 buildings in Madrid and represents the largest multifamily transaction in Spain since the 2007-2009 financial crisis. Blackstone shares were up 2.87% at $114.80 at publication, though the stock remains 17.9% below its 100-day SMA with weak momentum despite improving technical indicators.

Brookfield Corporation is transforming into an investment-led insurance company modeled after Berkshire Hathaway, aiming to grow distributable earnings by 20% annually over five years. With $180 billion in capital, $135 billion in insurance assets, and $1 trillion in assets under management, the company is positioned across infrastructure, renewable power, real estate, private equity, and credit investments globally.

Major M&A activity continues with Estée Lauder in merger discussions with Puig ($40B), KKR acquiring Nothing Bundt Cakes ($2B+), and Amazon acquiring robotics firm Fauna. Other significant deals include Corebridge-Equitable Holdings merger ($22B), Merck's acquisition of Terns Pharmaceuticals ($6.7B), and Abbott closing its Exact Sciences deal ($21B). Several companies filed for bankruptcy including 23andMe and Applebee's franchisee NRPF.

Partners Value Investments Inc. reported a net loss of $1.4 billion for 2025, an improvement from $3.8 billion in 2024, primarily due to lower remeasurement losses on retractable common shares and warrants. Adjusted Earnings decreased to $66 million from $122 million, impacted by Canadian dollar appreciation and higher preferred share dividends, partially offset by higher investment income. The company holds approximately 181 million BN shares (8% stake) and 26 million BAM shares (2% stake).

TerraForm Power, an affiliate of Brookfield Asset Management, has announced the acquisition of a 1.56 GW solar project from Hexagon Energy located in Lee County, Illinois. The company will discuss fourth quarter and full-year 2025 results during a webcast and conference call on March 19, 2026.

Bloom Energy stock has surged 556% over the past year and is up nearly 50% in 2026, driven by demand for on-site power generation for AI data centers. While the company has record revenue and prestigious customers, profitability remains thin with only $1.1M net income on $777M quarterly revenue. At current valuations (16x sales), reaching $200 per share would be unsustainable without significant margin improvement.

Bloom Energy is well-positioned to benefit from AI infrastructure demand and has strong partnerships with major companies like Walmart and Amazon. However, the stock has surged 450% in the past year, resulting in a P/E ratio of 165x and P/S ratio of 16x, making it expensive by traditional metrics. While the company's $6 billion product backlog shows strong demand, investors should be aware of potential price volatility given the high valuation.

Papa John's shares surged 19% on Wednesday after reports that Irth Capital Management, a Qatari-backed investment firm supported by Brookfield Asset Management, submitted a takeover bid valued at $47 per share ($1.5 billion), representing a 50% premium to the stock's trading price. Irth, which already owns approximately 10% of Papa John's, previously attempted to acquire the company with Apollo Global Management last year. The bid comes as Papa John's faces competitive pressures from Domino's and plans to close hundreds of U.S. stores and cut corporate jobs.