NewsSignals AI analysis·Benzinga·
Blackstone CEO Sounds Alarm on AI Supply Crunch: 'Seldom in My Career Have I Seen' Anything Like It
Grade Abullish AI signal$GOOGLSTOCK$BXSTOCK
Blackstone (NYSE: BX) reported Q3 earnings above expectations as assets under management reached a record $1.4 trillion. The firm cited growth in AI infrastructure and private credit as key drivers. CEO Stephen Schwarzman warned of an AI supply crunch, saying he has rarely seen anything comparable in his career. His comments highlight AI infrastructure capacity and financing alongside Blackstone's record AUM.
Bullish strength: 68/100
- Earnings per share beat expectations, shares rise 6.5%
- Assets under management hit a record $1.4 trillion, with strong inflows
Bearish strength: 32/100
- Revenue missed market expectations, while investment exit gains declined year over year
- Private credit redemption requests exceeded limits, resulting in $1.4 billion in net outflows
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