Sector Investment 24-Hour Briefing
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Last updated: October 22, 2026, 10:40 PM ET
Data Centers & AI Infrastructure
Blackstone CEO Steve Schwarzman argues that backlash against AI data center projects will amplify scarcity, as resistance to new facilities deepens an existing supply shortfall.
Infrastructure Investing
Apollo's infrastructure chief Olivia Wassenaar outlines a deal-first approach, crediting the firm's collaborative culture and flexible capital for its investment strategy.