$BX — X 투자자들은 지금 무슨 이야기를 하나

$BX블랙스톤 · Asset Management · 1356억 달러

$113.13

프리마켓+0.8%

이벤트 흐름

주요 이벤트 · 시간순

17건

2026-09-26기업
블랙스톤 PE 총괄 바라타 사임 예정, 크레딧이 최대 부문으로 부상
28년 베테랑, 퇴임 검토 중…크레딧·보험 AUM이 바이아웃 추월
첫날 -3.3% · 현재까지 -2.0%
전개 과정 2회
- 2026-09-26 최근 잇따른 고위 임원 이탈로 리더십 안정성 우려 제기
- 2026-09-26 28년 베테랑, 퇴임 검토 중…크레딧·보험 AUM이 바이아웃 추월
2026-09-23내부자 매수
내부자 매수 500만 달러 (내부자 1명)
첫날 -3.8% · 5일 후 -6.0%

이전 이벤트 15건

2026-09-18내부자 매도
내부자 매도 1240만 달러 (내부자 1명)
첫날 -0.4% · 5일 후 -5.2%
2026-09-17M&A·자금조달호재
Blackstone and Alphabet Secure $22B Chip Loan for AI Cloud Venture영어 원문
Multiple sources confirm loan details, showing continued expansion in AI infrastructure investment
첫날 +1.6% · 5일 후 -6.5%
전개 과정 2회
- 2026-09-17 A group of 10 banks provides a $22B loan to support Blackstone and Alphabet's Crux AI cloud venture, highlighting AI infrastructure investment.
- 2026-09-17 Multiple sources confirm loan details, showing continued expansion in AI infrastructure investment
2026-09-09기업
Google-Blackstone Data-Center Venture Faces Delays영어 원문
Multiple sources report delays, yet project still targets 500MW in 2027; impact to watch.
첫날 -3.7% · 5일 후 -4.4%
2026-08-21내부자 매수
내부자 매수 710만 달러 (내부자 1명)
첫날 +1.4% · 5일 후 -0.7%
2026-08-11 → 08-19M&A·자금조달호재
Nvidia, Blackstone Launch $500B AI Infrastructure Financing영어 원문
Blackstone's key role underscores its central position in AI infrastructure financing
첫날 +3.9% · 5일 후 -4.5%
전개 과정 6회
- 2026-08-11 Per FT, consortium includes Apollo, Blackstone, Goldman; could be announced today
- 2026-08-11 Multiple sources confirm potential deal announcement as soon as today, with Blackstone participating.
- 2026-08-11 Multiple independent sources report deal could be announced today, highlighting Blackstone's key role in AI infrastructure financing
- 2026-08-11 Multiple independent sources confirm the framework; BX is a key capital provider
- 2026-08-13 Nvidia partners with Blackstone et al. for $500B AI data center funding; market muted
- 2026-08-19 Blackstone's key role underscores its central position in AI infrastructure financing
2026-08-11M&A·자금조달
Blackstone, La Caisse to Buy 25% of Air Canada's Aeroplan for ~$2B영어 원문
Blackstone-led minority investment in Air Canada's loyalty program, ~$2B for 25% stake
첫날 +3.9% · 5일 후 -4.5%
2026-08-10M&A·자금조달
Blackstone's Safe Harbor nears $1.5B deal to buy MarineMax영어 원문
World's largest marina operator to acquire MarineMax, expanding marine footprint
첫날 +3.3% · 5일 후 -0.8%
2026-07-25기업호재
Blackstone-led consortium wins $16B Kuwait oil pipeline deal영어 원문
Kuwait Oil Company signs $16B infrastructure partnership for crude pipeline network with consortium of Blackstone, Brookfield and KKR.
첫날 +2.0% · 5일 후 +1.6%
전개 과정 2회
- 2026-07-25 Kuwait Oil Company signs $16B infrastructure partnership involving Blackstone, Brookfield and KKR.
- 2026-07-25 Kuwait Oil Company signs $16B infrastructure partnership for crude pipeline network with consortium of Blackstone, Brookfield and KKR.
2026-07-23 → 07-24실적호재
Blackstone Q2 Earnings Beat on AI Investment Gains영어 원문
Seeking Alpha reports strong Q2 results; Zacks highlights AI strategy and nearly $70B quarterly inflows.
첫날 +1.4% · 5일 후 +2.9%
전개 과정 3회
- 2026-07-23 EPS and revenue beat estimates; strong PE inflows offset private credit slowdown
- 2026-07-24 Adjusted EPS of $1.52 beat estimates, AUM reached $1.35T, with AI infrastructure investments contributing significantly.
- 2026-07-24 Seeking Alpha reports strong Q2 results; Zacks highlights AI strategy and nearly $70B quarterly inflows.
2026-07-238-K 공시
8-K: 실적 공시
첫날 +1.4% · 5일 후 +2.9%
2026-07-23실적
실적 발표
첫날 +1.4% · 5일 후 +2.9%
2026-07-22제품호재
Wellington, Vanguard, Blackstone Launch Public-Private Market Funds영어 원문
Targets wealthy individuals, simplifying access to public and private markets
첫날 -1.1% · 5일 후 +5.4%
2026-07-20M&A·자금조달호재
Blackstone invests in South Korean robotics supplier Futronic영어 원문
Blackstone announced investment in high-precision actuator supplier serving automotive and industrial robotics
첫날 -2.6% · 5일 후 +7.3%
2026-07-15기업호재
Anthropic, Blackstone, Hellman & Friedman Launch Enterprise AI Firm Ode영어 원문
Ode targets enterprise AI implementation, marking Blackstone's bet on AI services
첫날 +2.0% · 5일 후 -3.3%
2026-06-23내부자 매수
내부자 매수 2010만 달러 (내부자 1명)
첫날 -2.6% · 5일 후 -2.0%

①

강세 vs 약세

방향별 정리 · 원문 링크

호재 요인0

아직 항목이 없어요

리스크 요인0

아직 항목이 없어요

최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님

⑩

토론

첫 댓글을 남겨 보세요

서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님

아직 댓글이 없어요.

사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.

이벤트 흐름

주요 이벤트 · 시간순

17건

2026-09-26기업
블랙스톤 PE 총괄 바라타 사임 예정, 크레딧이 최대 부문으로 부상
28년 베테랑, 퇴임 검토 중…크레딧·보험 AUM이 바이아웃 추월
첫날 -3.3% · 현재까지 -2.0%
전개 과정 2회
- 2026-09-26 최근 잇따른 고위 임원 이탈로 리더십 안정성 우려 제기
- 2026-09-26 28년 베테랑, 퇴임 검토 중…크레딧·보험 AUM이 바이아웃 추월
2026-09-23내부자 매수
내부자 매수 500만 달러 (내부자 1명)
첫날 -3.8% · 5일 후 -6.0%
2026-09-18내부자 매도
내부자 매도 1240만 달러 (내부자 1명)
첫날 -0.4% · 5일 후 -5.2%
2026-09-17M&A·자금조달호재
Blackstone and Alphabet Secure $22B Chip Loan for AI Cloud Venture영어 원문
Multiple sources confirm loan details, showing continued expansion in AI infrastructure investment
첫날 +1.6% · 5일 후 -6.5%
전개 과정 2회
- 2026-09-17 A group of 10 banks provides a $22B loan to support Blackstone and Alphabet's Crux AI cloud venture, highlighting AI infrastructure investment.
- 2026-09-17 Multiple sources confirm loan details, showing continued expansion in AI infrastructure investment
2026-09-09기업
Google-Blackstone Data-Center Venture Faces Delays영어 원문
Multiple sources report delays, yet project still targets 500MW in 2027; impact to watch.
첫날 -3.7% · 5일 후 -4.4%

이전 이벤트 12건

2026-08-21내부자 매수
내부자 매수 710만 달러 (내부자 1명)
첫날 +1.4% · 5일 후 -0.7%
2026-08-11 → 08-19M&A·자금조달호재
Nvidia, Blackstone Launch $500B AI Infrastructure Financing영어 원문
Blackstone's key role underscores its central position in AI infrastructure financing
첫날 +3.9% · 5일 후 -4.5%
전개 과정 6회
- 2026-08-11 Per FT, consortium includes Apollo, Blackstone, Goldman; could be announced today
- 2026-08-11 Multiple sources confirm potential deal announcement as soon as today, with Blackstone participating.
- 2026-08-11 Multiple independent sources report deal could be announced today, highlighting Blackstone's key role in AI infrastructure financing
- 2026-08-11 Multiple independent sources confirm the framework; BX is a key capital provider
- 2026-08-13 Nvidia partners with Blackstone et al. for $500B AI data center funding; market muted
- 2026-08-19 Blackstone's key role underscores its central position in AI infrastructure financing
2026-08-11M&A·자금조달
Blackstone, La Caisse to Buy 25% of Air Canada's Aeroplan for ~$2B영어 원문
Blackstone-led minority investment in Air Canada's loyalty program, ~$2B for 25% stake
첫날 +3.9% · 5일 후 -4.5%
2026-08-10M&A·자금조달
Blackstone's Safe Harbor nears $1.5B deal to buy MarineMax영어 원문
World's largest marina operator to acquire MarineMax, expanding marine footprint
첫날 +3.3% · 5일 후 -0.8%
2026-07-25기업호재
Blackstone-led consortium wins $16B Kuwait oil pipeline deal영어 원문
Kuwait Oil Company signs $16B infrastructure partnership for crude pipeline network with consortium of Blackstone, Brookfield and KKR.
첫날 +2.0% · 5일 후 +1.6%
전개 과정 2회
- 2026-07-25 Kuwait Oil Company signs $16B infrastructure partnership involving Blackstone, Brookfield and KKR.
- 2026-07-25 Kuwait Oil Company signs $16B infrastructure partnership for crude pipeline network with consortium of Blackstone, Brookfield and KKR.
2026-07-23 → 07-24실적호재
Blackstone Q2 Earnings Beat on AI Investment Gains영어 원문
Seeking Alpha reports strong Q2 results; Zacks highlights AI strategy and nearly $70B quarterly inflows.
첫날 +1.4% · 5일 후 +2.9%
전개 과정 3회
- 2026-07-23 EPS and revenue beat estimates; strong PE inflows offset private credit slowdown
- 2026-07-24 Adjusted EPS of $1.52 beat estimates, AUM reached $1.35T, with AI infrastructure investments contributing significantly.
- 2026-07-24 Seeking Alpha reports strong Q2 results; Zacks highlights AI strategy and nearly $70B quarterly inflows.
2026-07-238-K 공시
8-K: 실적 공시
첫날 +1.4% · 5일 후 +2.9%
2026-07-23실적
실적 발표
첫날 +1.4% · 5일 후 +2.9%
2026-07-22제품호재
Wellington, Vanguard, Blackstone Launch Public-Private Market Funds영어 원문
Targets wealthy individuals, simplifying access to public and private markets
첫날 -1.1% · 5일 후 +5.4%
2026-07-20M&A·자금조달호재
Blackstone invests in South Korean robotics supplier Futronic영어 원문
Blackstone announced investment in high-precision actuator supplier serving automotive and industrial robotics
첫날 -2.6% · 5일 후 +7.3%
2026-07-15기업호재
Anthropic, Blackstone, Hellman & Friedman Launch Enterprise AI Firm Ode영어 원문
Ode targets enterprise AI implementation, marking Blackstone's bet on AI services
첫날 +2.0% · 5일 후 -3.3%
2026-06-23내부자 매수
내부자 매수 2010만 달러 (내부자 1명)
첫날 -2.6% · 5일 후 -2.0%

$BX (블랙스톤) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 28)

$BX 종목을 가장 많이 언급한 신뢰 작성자

$BX 종목이 등장한 최근 헤드라인

블랙스톤 PE 총괄 바라타 사임 예정, 크레딧이 최대 부문으로 부상

내부자 매수 500만 달러 (내부자 1명)

내부자 매도 1240만 달러 (내부자 1명)

Blackstone and Alphabet Secure $22B Chip Loan for AI Cloud Venture영어 원문

Google-Blackstone Data-Center Venture Faces Delays영어 원문

내부자 매수 710만 달러 (내부자 1명)

Nvidia, Blackstone Launch $500B AI Infrastructure Financing영어 원문

Blackstone, La Caisse to Buy 25% of Air Canada's Aeroplan for ~$2B영어 원문

Blackstone's Safe Harbor nears $1.5B deal to buy MarineMax영어 원문

Blackstone-led consortium wins $16B Kuwait oil pipeline deal영어 원문

Blackstone Q2 Earnings Beat on AI Investment Gains영어 원문

8-K: 실적 공시

실적 발표

Wellington, Vanguard, Blackstone Launch Public-Private Market Funds영어 원문

Blackstone invests in South Korean robotics supplier Futronic영어 원문

Anthropic, Blackstone, Hellman & Friedman Launch Enterprise AI Firm Ode영어 원문

내부자 매수 2010만 달러 (내부자 1명)