This Major Market Rotation Just Handed Dividend Investors A Huge Gift

This Major Market Rotation Just Handed Dividend Investors A Huge Gift

Seeking Alpha • Feb 23, 2026

The ABCs Of BDC Risk

There are multiple risks for your BDC investments now and three that specifically create risk for certain BDCs. Business development companies offer high yields but carry significant, often misunderstood risks, especially in falling interest rate environments. Volatile interest rates can damage BDC profitability and distributable income, causing dividend cuts and share price declines.

Seeking Alpha • Feb 23, 2026

Alternative Managers' Woes Deepen Amid Software Slump. The Pressure Has Been Building.

A selloff in software is spilling into BDCs and alternative asset managers, with investors newly focused on private-credit exposure and redemption risk.

Barrons • Feb 23, 2026

Tech giants commit billions to Indian AI as New Delhi pushes for superpower status

The India AI Impact Summit is a major tech event in the country and drew a host of prominent tech and world leaders to New Delhi. U.S. tech companies made moves to deepen ties with India's tech ecosystem.

CNBC • Feb 21, 2026

TXNM Energy gets FERC approval for $11.5 billion Blackstone deal

TXNM Energy on Friday said the U.S. Federal Energy Regulatory Commission (FERC) had authorized the company's acquisition by Blackstone Infrastructure.

Reuters • Feb 20, 2026

Blackstone, EQT and CVC make offers for VW's Everllence unit, FT reports

Volkswagen has attracted bids from top private equity funds including Blackstone , EQT and CVC for its Everllence division, The Financial Times reported on Wednesday, citing people familiar with the matter.

Reuters • Feb 18, 2026

Blackstone Announces Agreement to Acquire Champions Group

NEW YORK--(BUSINESS WIRE)--Blackstone (NYSE: BX) announced today that funds managed by Blackstone's perpetual private equity strategy (BXPE) (“Blackstone”) have entered into a definitive agreement to acquire Champions Group, a premier provider of essential home services, from Odyssey Investment Partners, LLC (“Odyssey”). Odyssey and management are retaining a significant minority investment alongside Blackstone. Champions Group is a leading residential services platform providing essential home.

Business Wire • Feb 17, 2026

Blackstone backs Neysa in up to $1.2B financing as India pushes to build domestic AI infrastructure

Neysa, an Indian AI infrastructure startup, has secured backing from U.S. private equity firm Blackstone as it scales domestic compute capacity amid India's push to build homegrown AI capabilities.

TechCrunch • Feb 16, 2026

Apollo, Blackstone execs offer reassurance as software sell-off hits their stocks too

Executives at Apollo , Ares , Blackstone , KKR and other private capital firms are having trouble convincing stock market investors that their portfolios are safe from the effects of a selloff battering the software sector due to fears that artificial intelligence will render it irrelevant.

Reuters • Feb 13, 2026

A Historic Opportunity For Dividend Investors To Win Big

AI panic crushed SaaS and dragged down BDCs and asset managers. Trading at steep discounts and high dividend yields, we think that this is a historic opportunity. We explain why the market got it wrong and highlight rare opportunities to potentially win big.

Seeking Alpha • Feb 13, 2026