Finance Updates – Page 36 – Finance Updates

SoftBank’s $4B DigitalBridge Deal Boosts AI Infrastructure Ambitions

Americas M&A Other Investment Pools and Funds

SoftBank agreed to buy DigitalBridge for abou...

The offer implies a 15% premium to the Dec. 2...

DigitalBridge (~$108B AUM in data centers, to...

Expected to close in H2 2026 pending approval...

SoftBank To Acquire DigitalBridge for $4B, Gaining $108B in AI-Ready Infrastructure

Global FYI Finance and Insurance

SoftBank agreed to buy DigitalBridge for abou...

The deal implies a ~15% premium to the prior ...

DigitalBridge, which manages about $108 billi...

SoftBank frames the acquisition as an AI-driv...

Why DigitalBridge’s $16/Share SoftBank Deal Leaves Little Upside Before Closing

Global FYI Finance and Insurance

Analysts have a consensus “Hold” on DigitalBr...

Q3 CY2025 revenue fell to $3.82M and badly mi...

Core fundamentals improved with FEEUM near $4...

A SoftBank cash acquisition at $16 per share ...

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...