Data-center guarantees could matter if AI economics weaken.
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Blue Owl Capital (OWL) recently priced a $750 million offering of 6.750% senior notes due 2036 through its subsidiary Blue Owl Finance LLC. The company plans to use the proceeds to repay revolving credit facility borrowings. See our latest analysis for Blue Owl Capital. Against this backdrop, Blue Owl Capital has seen strong short term momentum, with a 1 month share price return of 31.62% and a 3 month share price return of 26.10%. However, the share price return year to date has declined...
OBDC's Q2 earnings beat estimates as lower interest expenses help offset weaker interest income and declining net investment income.
Default rates are hitting recent highs, and internal reviews of loan health point to tougher times ahead, a WSJ analysis shows.
Private-credit managers report the metric differently, with some using aggressive math to project strength.
Blue Owl Capital (NYSE:OBDC) reported second-quarter 2026 adjusted net investment income of $0.34 per share, up from $0.31 in the prior quarter, as a large investment realization and higher specialty-finance dividend income lifted results. Net asset value per share declined to $14.26 from $14.41 in
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Investors still should wait for confirmation that selling has truly exhausted itself and that buyers are beginning to take control.
Is Blue Owl Capital the canary in the coal mine or a one-off situation that investors in other BDCs can ignore?
Blue Owl Capital (NYSE:OWL) reported second-quarter 2026 fee-related earnings of $0.25 per share and distributable earnings of $0.22 per share, with distributable earnings rising 9% from the prior-year quarter. The alternative asset manager declared a quarterly dividend of $0.23 per share, payable A
Ares Capital and Blue Owl Capital reported resilient second-quarter results this week, while Ares Management posted record fundraising, highlighting continued institutional demand for private credit despite rising defaults, retail redemptions and liquidity concerns. Ares Management, one of the industry's largest players, raised a record $36 billion in the second quarter, including $23.7 billion for its credit strategies. Assets under management rose 17% from a year earlier to $671.3 billion.
Blue Owl Capital Inc (OWL) reports strong diversification and a $380 million future fee pipeline, while navigating a tepid M&A environment and wealth channel challenges.
Blue Owl Capital Inc. has reported past second-quarter 2026 results, with revenue rising to US$753.05 million from US$703.11 million a year earlier, while net income decreased to US$11.39 million from US$17.43 million, and the firm affirmed a quarterly dividend of US$0.23 per Class A share. Behind the headline figures, the company’s slower private credit fundraising, withdrawal limits on certain funds, and role in funding large AI-related data center projects highlight both funding pressures...
The firm’s real assets segment eclipsed credit in fundraising during this year’s second quarter, while investor withdrawals from lending vehicles eased.
The headline numbers for Blue Owl Capital (OWL) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Blue Owl Capital (OWL) delivered earnings and revenue surprises of 0.00% and +1.12%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
New fundraising by Blue Owl Capital—one of the pioneers of private credit—dropped precipitously in the second quarter, according to the company's SEC filing. The figure is crucial to growing the firm's assets under management, the key driver of its stock valuation. The amount of money raised declined about 16% from the first quarter of this year and 37% from the second quarter of 2025, reflecting a sharp decline in demand for private-credit funds from the wealthy individual investors that Blue Owl built its franchise around.
Blue Owl Capital’s flagship private credit arm reported its slowest pace of fundraising in three years in the second quarter, underscoring the...
(Bloomberg) -- Blue Owl Capital Inc. said fundraising slowed in the second quarter as turmoil in the private credit market caused investors to pull back from its lending business.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapUS Strikes Iran Again as Conflict Widens Across Middle EastWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainMeta’s Zuckerberg Defends AI Bets to Skeptical Invest
(Bloomberg) -- To get a sense of how dour the US private credit market has become, consider this: It’s now potentially a better deal for borrowers to seek financing across the Atlantic.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapUS Strikes Iran Again as Conflict Widens Across Middle EastWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainMeta’s Zuckerberg Defends AI Bets to Skeptical
Today Earnings (a.m.): Mastercard, Hershey, KKR, Yum Brands, Cigna, Regeneron, Valero Energy, Norwegian Cruise Line, Hyatt Hotels, Bristol-Myers Squibb, Altria, International Paper, SiriusXM, Blue Owl Capital Earnings (p.
VanEck has partnered with Allocate to offer private markets access, while CAIS and Arch both announced funding news.
Today Federal Reserve meeting: Fed Chairman Kevin Warsh will hold a press conference at 2:30 p.m. ET, following the FOMC interest-rate decision at 2 p.m. Earnings (a.m): Procter & Gamble, Humana, L3Harris, Biogen, General Dynamics, Teva Pharmaceuticals, Airbus Earnings (p.
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Stocks are mixed in early trading, with tech weak but other sectors hanging in. Crude oil, gold, and silver are all lower, while Treasuries are up modestly and the dollar is flat.
Apollo Global Management (APO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.
Markets took a brutal hit Thursday as oil prices, surging interest rates, and Middle East tensions sent every major index deep into the red. See which stocks analysts are upgrading, downgrading, and initiating fresh coverage on as Wall Street braces for more turbulence.