Brookfield Corp launches $100B AI Infrastructure Fund
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 19 2025
0mins
Should l Buy BN?
Source: WSJ
Brookfield Corp's stock rose by 3.92% and reached a 20-day high, reflecting positive investor sentiment amid broader market gains, with the Nasdaq-100 up 0.78% and the S&P 500 up 0.55%.
The surge is attributed to Brookfield's announcement of its inaugural AI Infrastructure Fund, aiming to raise $10 billion to capitalize on a $7 trillion market opportunity. The fund's initial investments include $5 billion in advanced fuel cells from Bloom Energy, which will support AI data centers, and the company anticipates a 25% compound annual growth rate in earnings per share over the next five years, indicating strong confidence in its AI infrastructure investments.
This ambitious move positions Brookfield as a leader in the AI infrastructure sector, potentially doubling its capital by the end of the decade. The strategic partnerships with Nvidia and the Kuwait Investment Authority further enhance its growth prospects, making it an attractive option for investors.
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Analyst Views on BN
Wall Street analysts forecast BN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BN is 49.91 USD with a low forecast of 36.00 USD and a high forecast of 59.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 45.210
Low
36.00
Averages
49.91
High
59.00
Current: 45.210
Low
36.00
Averages
49.91
High
59.00
About BN
Brookfield Corporation is a Canada-based global investment firm focused on building long-term wealth for institutions and individuals around the world. The Company has three core businesses: Alternative Asset Management, Wealth Solutions, and its Operating Businesses, which are in renewable power, infrastructure, business and industrial services, and real estate. Its Asset Management business includes managing long-term private funds, perpetual strategies and liquid strategies on behalf of its investors and itself. The Company's Wealth Solutions business includes its equity accounted interest in Brookfield Wealth Solutions Ltd. Its renewable power and transition business includes the ownership, operation and development of hydroelectric, wind, utility-scale solar power generating assets, distributed energy, and sustainable solutions. The Company’s infrastructure business includes the ownership, operation and development of utilities, transport, midstream, and data assets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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