NYSE:AES News 1 October 2025

BlackRock’s GIP Poised for $38B AES Power Grab – AI-Fuelled Demand Sparks Takeover Frenzy

BlackRock Soars: Crypto ETFs, AI Funds and Mega M&A Propel Assets to Record $13.5T

BlackRock’s latest earnings and moves underscore its market heft and broad strategy. CEO Larry Fink observed that “record demand” across the firm’s businesses — from technology-driven funds to private credit and ETFs — powered the quarter reuters.com. In particular, strong flows into lower-cost index and cash products (helped by the Fed’s recent rate cut) drove the fee bump. An analyst noted that all of BlackRock’s new private-market businesses (HPS, Preqin, GIP) “made healthy contributions” to Q3 results reuters.com, validating BlackRock’s aggressive M&A in 2025. Larry Fink said the unified public-private platform positions BlackRock well for what he expects will be

14 October 2025

BlackRock’s Mega Bets Pay Off: Bitcoin ETF Soars, AI Fund Rallies & $40B Data-Center Deal Stuns Markets

Delving deeper, experts emphasize that BlackRock’s ecosystem is threading together AI, crypto and energy. BlackRock CEO Larry Fink has explicitly linked high interest rates and a weaker dollar to crypto adoption, warning that without policy changes the dollar could lose ground to digital currencies. In fact, in late 2024 BlackRock’s own analysts suggested investors consider up to a 2% Bitcoin allocation reuters.com. GIP’s deals are seen as strategic pivots: Aligned Data Centers gives BlackRock land and power capacity for hyperscale AI; AES would supply green power to Microsoft, Meta and Google data centers. Bitcoin and Crypto: Record Highs & ETF

12 October 2025

Artificial Intelligence · Cryptocurrency · Financial News · Investing · NASDAQ:AVGO · NASDAQ:META · NASDAQ:MSFT · NASDAQ:NVDA · NYSE:AES · NYSE:ALE · NYSE:BLK · Stock Market

U.S. Stocks Rally as Shutdown Fears Fade – Markets Hit Fresh Records

Market commentary and outlook Lara Castleton of Janus Henderson noted that Tuesday’s White House–Pfizer announcement “was the catalyst for healthcare,” freeing up investors to rotate into the beaten-down sector reuters.com. Kyle Rodda at Capital.com observed that the weak ADP report “suggests the U.S. economy is in almost dire need for further policy support,” so markets are pricing in much higher odds of Fed rate cuts in October and December reuters.com. He added that “after some initial jitters, markets shrugged off the U.S. government shutdown, at least for now,” since past shutdowns have had “trivial” market impact reuters.com. Analysts are watching

2 October 2025

Economic News · Finance · Market Trends · NASDAQ:MU · NASDAQ:STX · NASDAQ:WDC · NYSE:AES · NYSE:LLY · NYSE:PFE · Stock Market · U.S. Economy

AES Corp Stock Skyrockets as BlackRock Nears $38B Takeover – What Investors Need to Know /updated: 3:00 PM EDT/

Stock Price & Recent Trading AES shares have rallied sharply in late September. As of Oct 1 the stock was around $15.3 – up over 15% on the day reuters.com. This was the largest single-day jump in nearly a year, triggered by takeover rumors. Trading volume spiked; Reuters notes AES was “boosting the S&P 500 utilities sector” as investors flocked in reuters.com. Before this move, AES had been in a year-long slump (down ~30% from last year’s high), but a minor rebound in recent weeks was dramatically accelerated by the BlackRock/GIP news. Over the last few days (Sept 28–Oct 1) the stock gyrated on deal speculation:

1 October 2025

Company Analysis · Financial News · Investing · Mergers & Acquisitions · NYSE:AES · Stock Market

BlackRock’s GIP Poised for $38B AES Power Grab – AI-Fuelled Demand Sparks Takeover Frenzy

Deal Details According to people briefed on the matter, BlackRock’s GIP is “nearing” a ~$38 billion takeover of AES investing.com marketscreener.com. This figure includes AES’s debt, reported to be about $29 billion gurufocus.com. In equity terms, AES’s market value was only around $9–10 billion before the news tokenist.com gurufocus.com. GIP – a specialist infrastructure fund now owned by BlackRock – has declined to comment, and AES has also refused to comment on the rumors investing.com marketscreener.com. Financial regulators have rules for such deals, but sources say the acquisition could close quickly under existing approvals, possibly within days marketscreener.com news.bloomberglaw.com. Bloomberg reported the talks