FTAI Aviation Ltd

Shares of FTAI Aviation slid about 6% midday after a Wall Street Journal analysis highlighted roughly $3 trillion in off‑balance‑sheet hyperscaler AI commitments, prompting broad de‑risking of AI‑levered industrials. The sell‑off hit GE Vernova, Caterpillar, Bloom Energy and Vertiv despite strong backlogs and raised guidance at some firms, as rising Treasury yields compressed present values of long‑duration orders. Market rotation favored defensive sectors while AI hardware and downstream power suppliers sold off together on doubts over durable hyperscaler capex. » Plus sur finance.yahoo.com

FTAI Aviation has closed a syndicated warehouse facility of $2.0 billion for its investment vehicle 2026 SPV, with an accordion option of $1.0 billion to a potential size of $3.0 billion. The funds will be used to acquire leased mid‑life aircraft of the 737NG and A320ceo types; engine maintenance will be handled by the maintenance, repair and exchange business unit. ATLAS SP Partners and Deutsche Bank acted as co‑structuring agents; the consortium comprises 13 lending institutions, and FTAI and the lenders were advised legally by Gibson Dunn and Clifford Chance, respectively. FTAI says its strategic‑capital vehicles raised a total of $5.5 billion in warehouse financings in less than two years and that the 2025 SPV achieved about $6.0 billion of capital commitments for over 300 aircraft. » Plus sur de.investing.com

FTAI Aviation announced that the joint venture J&F Power Systems has received an initial purchase order worth $1.465 billion from an international cloud services provider for mobile Mod‑1 gas turbine generator sets. Deliveries will be made in tranches through November 2027 and represent a material portion of the shipments planned for 2027. The five‑year master agreement allows for additional orders; payments are milestone‑based and include a performance‑dependent price adjustment mechanism with discounts of up to 10%. » Plus sur de.investing.com