Core Insights - The article highlights the significant growth potential of companies like Brookfield Corporation, Prologis, and NextEra Energy in the AI infrastructure sector, which is often overlooked by investors [1][14]. Brookfield Corporation - Brookfield Corporation is a leading global investment firm with over $1 trillion in assets under management, positioned to capitalize on the AI infrastructure megatrend [2][3]. - The firm sees a $7 trillion opportunity in AI infrastructure over the next decade and has launched the Brookfield Artificial Intelligence Infrastructure Fund, aiming to acquire up to $100 billion in AI infrastructure assets [3]. - Brookfield is investing in renewable energy to support AI power demand, including a commitment to build 10.5 gigawatts (GW) of power for Microsoft [5][3]. Prologis - Prologis is a real estate investment trust (REIT) focused on logistics facilities and has experience in installing solar energy and battery storage systems [6]. - The company is expanding into data center development, having initiated $2 billion in projects since 2023, with an additional $1 billion in projects representing 300 megawatts (MW) of power capacity under development [8]. - Prologis has a data center power pipeline of 5.7 GW and estimates it can invest $30 billion to $50 billion in data center projects over the next decade, potentially creating $7.5 billion to $25 billion in shareholder value [9]. NextEra Energy - NextEra Energy is a leading electric utility and clean power development company, recognized for its renewable energy production and battery storage capabilities [10]. - The company has secured 2.5 GW of clean energy contracts with Meta Platforms and is collaborating with Google to accelerate nuclear energy deployment [12]. - NextEra Energy is also developing data centers in partnership with other companies, including a joint effort with Google for multiple GW-scale data center campuses [13].

Brookfield Corporation (NYSE:BN) is one of the best stocks to buy, according to billionaire Bill Ackman. On December 17, BMO Capital reiterated an Outperform rating on Brookfield Corporation (NYSE:BN) and raised the price target to $49 from $46. The price target hike followed the stock’s 22% rally in 2025. BMO Capital Lifts Brookfield Corporation (BN) Price Target Impressed by Growth Prospects According to BMO Capital, Brookfield Corporation boasts an impressive 12% compound annual growth rate in distrib ...

Group 1 - The article highlights the overlooked potential of self-storage REITs as beneficiaries of the AI revolution, citing three specific reasons for this perspective [2] - The investment group High Yield Landlord has released its Top Picks for 2026, offering new members a promotional discount and a money-back guarantee [1] - Jussi Askola, the President of Leonberg Capital, leads the High Yield Landlord group, providing real-time insights into REIT investments and maintaining relationships with top REIT executives [3] Group 2 - The article mentions that the investment approach has garnered over 500 five-star reviews, indicating positive member experiences and results [1] - The investment group features multiple portfolios, including core, retirement, and international, along with buy/sell alerts and direct access to analysts [3]

Investment Themes - The world needs to invest trillions of dollars in AI infrastructure and lower-carbon energy sources, alongside addressing the retirement-income gap due to an aging population [1][2] Brookfield Corporation - Brookfield Corporation is positioned at the intersection of AI infrastructure, wealth products, and real estate recovery, launching its first AI infrastructure fund targeting $100 billion in assets [4][5] - The company anticipates 25% annual earnings growth over the next five years, with a projected $7 trillion investment needed in AI infrastructure over the next decade [5] Kinder Morgan - Kinder Morgan operates the largest natural gas infrastructure platform in the U.S., transporting 40% of the country's gas production, and is well-positioned to meet the growing demand for gas [7][8] - The company expects gas demand to rise by 28 billion cubic feet per day by 2030, with $10 billion in new capital projects planned to enhance its growth outlook [8] Meta Platforms - Meta Platforms is investing heavily in AI, aiming to build personal superintelligence and has launched several AI products, including a popular AI chatbot and AI glasses [9][11] - The company is in the early stages of its AI potential, with significant upside expected for existing apps and new products [12] NextEra Energy - NextEra Energy is a leader in clean energy infrastructure, partnering with AI companies for power supplies and estimating investments of $295 billion to $325 billion in clean power and data centers through 2032 [12][14] Realty Income - Realty Income is a major REIT focusing on income-generating properties, benefiting from the $50 trillion need for U.S. retirement investment and the $14 trillion in corporate real estate [15][17] - The REIT aims to unlock real estate value through sale-leaseback transactions to support its high-yielding monthly dividend [17] Prologis - Prologis focuses on industrial real estate and is leveraging its expertise in energy to develop data centers, with a power pipeline of up to 5.7 gigawatts [18][19] - The company has strong momentum in logistics and digital infrastructure, signing a record 228 million square feet of leases last year, which is expected to drive earnings and dividend growth [19]

Core Viewpoint - Danone has announced a targeted recall of a limited number of infant formula batches in specific markets due to adjustments in regulatory guidance from food safety authorities in various countries [1][2] Group 1: Company Actions - Danone is implementing a recall of specific batches of infant formula products in response to the current overall situation in the infant formula industry [1] - The company has previously taken measures to withdraw or suspend sales of certain infant formula batches in individual markets based on local regulatory requirements [2] Group 2: Industry Context - The recall comes amid heightened scrutiny and reports of recalls across multiple European countries, affecting several international dairy companies due to risks associated with bacterial toxins [2] - Regulatory agencies and consumers are increasingly concerned about the safety of infant formula products following these recent developments [2]

Core Viewpoint - Danone is proactively recalling specific batches of infant formula products in response to evolving food safety guidance from local authorities, emphasizing its commitment to food safety and consumer trust [1][2]. Group 1: Recall Announcement - Danone will withdraw a limited number of specific batches of infant formula products from targeted markets to comply with the latest food safety guidance [2]. - The company reassures that its products are safe and fully compliant with all applicable safety regulations [1][2]. Group 2: Company Overview - Danone is a leading global food and beverage company focused on health-oriented categories, including Essential Dairy & Plant-Based products, Waters, and Specialized Nutrition [4]. - The company generated €27.4 billion in sales in 2024 and operates in over 120 markets with a workforce of more than 90,000 employees [4]. - Danone's portfolio includes well-known international brands such as Actimel, Activia, and evian, as well as strong local brands [4].

Core Insights - Brookfield and Blackstone are major players in the alternative investment sector, each managing over $1 trillion in assets [1] - Both firms have provided substantial returns to shareholders, with Blackstone achieving a 26.5% annualized total return over the past decade and Brookfield at 18.3%, both outperforming the S&P 500's 15.9% return [2] Company Overview - Blackstone operates a straightforward business model focused on alternative asset management, including private equity, credit & insurance, real estate, and hedge funds, generating steady management and performance fees [4] - Brookfield combines alternative asset management with a wealth management platform and a portfolio of operating companies, managing capital for investors while also investing directly in its funds and businesses [5] Growth Projections - Brookfield anticipates annual earnings growth exceeding 25% over the next five years, an increase from its previous five-year growth rate of 22% [6] - Despite its growth potential, Brookfield's current stock price of approximately $47 per share is significantly below its estimated intrinsic value of $68 per share [6] Investment Outlook - While Blackstone is expected to continue enriching its investors, Brookfield's undervalued stock and strong earnings growth outlook position it for greater potential returns in the future [7] - Both companies have been effective in creating wealth, with Blackstone returning most of its rising earnings to investors through dividends and share repurchases, while Brookfield allocates capital to enhance shareholder value [8]

Core Viewpoint - Bill Ackman's investment strategy through Pershing Square Capital shows strong performance in 2025, with potential for continued success in 2026, focusing on building a diversified holding company similar to Berkshire Hathaway [1][2]. Group 1: Alphabet Inc. - Ackman's investment in Alphabet represents 22.6% of his marketable equities, driven by the belief that the market undervalues its AI capabilities and overestimates competition from AI chatbots [3][4]. - Alphabet's Google Cloud revenue grew by 34% year-over-year in Q3, with expanding operating margins and strong adoption of its AI accelerators, TPUs [4][5]. - The company has made significant advancements with its Gemini AI model, leading to a 15% growth in Google Search revenue in Q3 2025, and a partnership with Apple to enhance Siri, expected to generate billions in revenue [5][6]. Group 2: Brookfield Corp. - Brookfield Corp. accounts for 17.7% of Ackman's marketable equities, primarily driven by its subsidiary Brookfield Asset Management, which constitutes about 75% of its value [7][9]. - The company reported $154 million in net carried interest in Q3, a significant increase from $61 million year-over-year, with expectations of $25 billion in net carried interest over the next decade [10][11]. - Brookfield's Wealth Solutions insurance business is projected to double its assets in five years, with a 15% return on equity, leading to strong earnings growth [11]. Group 3: Uber Technologies - Uber Technologies makes up 15.5% of Ackman's marketable equities, facing concerns about competition from autonomous vehicles but positioned as a key partner for self-driving initiatives [12][13]. - The company has seen a 17% increase in monthly active users and a 4% rise in trips per user in Q3, contributing to strong top-line growth and 33% adjusted EBITDA growth [15][16]. - Despite significant investments in future technologies, Uber's stock is valued at around 22 times its trailing adjusted EBITDA, indicating strong growth potential [16].

Core Viewpoint - Brookfield Corporation has demonstrated strong historical performance with a 19% compound annualized total return over the past 30+ years, significantly outperforming the S&P 500's 11% annualized return, indicating potential for future growth [1][7] Growth Catalysts - The company is positioned to benefit from several megatrends, including the launch of the Brookfield AI Infrastructure Fund, which aims to acquire up to $100 billion in AI infrastructure assets [3] - Brookfield is expanding its wealth solutions platform and introducing new investment products for individual investors, alongside managing over $272 billion in real estate assets [3] - The company anticipates a 25% annualized growth in its distributable earnings per share over the next five years, projecting the intrinsic value of its stock to reach $140 by 2030 [4] Investment Potential - With the current stock price around $47, there is potential for the stock to triple in value by 2030, making it an attractive investment opportunity [4][5] - The global need for $7 trillion in AI infrastructure investment over the next decade, along with increasing demand for wealth products from aging populations and a recovering real estate market, supports Brookfield's growth outlook [8]

Core Viewpoint - Danone is investing $4 million to expand its yogurt production facility in Texas to meet the increasing demand for high-protein dairy products driven by the use of GLP-1 weight loss drugs, with the capacity upgrade expected to be completed by September this year [1]. Group 1: Investment and Expansion - The expansion will enhance production capacity for core brands such as Danimals, Activia, and YoCrunch in the North American market [3]. - The Texas facility currently employs approximately 210 staff, but the company has not disclosed the number of new jobs that will be created post-expansion [3]. Group 2: Market Demand and Growth Potential - Danone's North America yogurt business president, Rafael Acevedo, highlighted the significant growth potential in the yogurt category under the current market conditions, with the existing product portfolio being adaptable to changing consumer demands [4]. - The company's comparable sales in the North American market grew by 1.5% in the third quarter of last year, indicating both volume and product mix improvements [4]. - This marks the second expansion by Danone in the past six months, following an upgrade of the Minster facility in Ohio last August, which added production space and introduced a new production line [4]. Group 3: Response to Market Trends - The recent surge in popularity of high-protein yogurt has put pressure on the supply side, affecting the pace of new product development [4]. - The Texas facility expansion aims to alleviate capacity constraints and create room for future product innovation [4].