Real Assets is now carrying Blue Owl: segment AUM grew 27% to $94.9 billion, overpowering a credit platform where revenue slipped 2% and direct lending deployment turned negative. The $0.92 annual dividend stands.
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OWL Coverage
Waymo Just Borrowed $5 Billion for the First Time
Alphabet sits on one of the largest cash piles in corporate history, so why did its robotaxi unit just walk into a room full of private credit funds and ask for $5…
The $2 Trillion Private-Credit Market Just Got Some Good News — but Its Biggest Test May Still Be Coming
Blue Owl’s $4.2 Billion Withdrawal Figure Is Finally Shrinking In the third quarter of 2026, investors asked to pull $4.2 billion from two Blue Owl Capital (NYSE:OWL | OWL Price Prediction) funds.…
Bloom Energy Jumps 8% as Oracle Reaffirms 2.4 GW Fuel Cell Contract After Force Majeure Notice
Oracle (NYSE:ORCL | ORCL Price Prediction) still stands behind its fuel cell contract. That news is lifting Bloom Energy (NYSE:BE), even after Oracle reportedly issued a force majeure notice on the data…
Bad News Keeps Piling Up For Blue Owl, As Oracle Sends Force Majeure Letter To Lender. Stock Already Down Over 45% In The Last Year
On the morning of September 24, 2026, Oracle (NYSE:ORCL | ORCL Price Prediction) sent a force majeure letter to Blue Owl Capital (NYSE:OWL) tied to the New Mexico piece of its $165…
Oracle Declares Force Majeure on $165 Billion Project Jupiter Data Center
At $138.26, Oracle (NYSE:ORCL | ORCL Price Prediction) is a Hold. Bloomberg News reported that Oracle sent a force majeure notice to Blue Owl tied to Project Jupiter, the $165 billion New…
IREN Climbs 4% on $2.4B Blue Owl-Led GPU Financing; Cipher Digital Gains 2%
Blue Owl just handed IREN a massive GPU financing deal, but the coupon rate buried in the fine print reveals something uncomfortable about how Wall Street really values this emerging asset class.
Most Retirees Skip Over This $13 Billion BDC Income ETF That Pays 13 Percent Quarterly
Income-focused investors comparing high-yield options to mainstream dividend funds encounter a familiar gap. VanEck BDC Income ETF (NYSEARCA:BIZD) pays a distribution yield near 13%, which would generate roughly $26,000 a year on…
The S&P 500 Barely Yields 2%. These 3 Dividend Stocks Under $30 Are Doing Much Better Than That
With the S&P 500 yielding under 2% and money-market rates drifting lower as the Fed signals easing, income investors are hunting for higher-yielding alternatives with room for capital appreciation. Stocks under $30…
Private equity stocks down 30-40% in three months, bigger worry than geopolitical risk
John Davies, CIO at Astoria Portfolio Advisors, isn’t losing sleep over geopolitical headlines. What’s keeping him up at night is something closer to home in the financial system: the rapid unraveling of…
CNBC: “Oracle may be the canary in the coal mine.” For AI Deals | ORCL Stock
Oracle may be the canary in the coal mine. That line, from a CNBC segment recorded the day before Oracle’s most recent earnings report, carries more weight than a typical market soundbite.…
Here Are Monday’s Top Wall Street Analyst Research Calls: AppLovin, Blue Owl Capital, CrowdStrike, Dutch Bros., Jet Blue, Novo Nordisk, PayPal, Twilio, and More
Pre-Market Stock Futures: The futures are trading lower after a dreadful Friday and week, one that could be laying the foundation for a larger and more intense sell-off. The combination of the…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Blackstone, Blue Owl Capital, Booking Holdings, Cheniere Energy, Comcast, Domino’s Pizza, KeyCorp, Qualcomm, and More
Pre-Market Stock Futures: Futures are trading higher this morning after a dreadful day to start the trading week. Various reasons were cited for the risk-off bias on Monday, but the tariff situation,…
Blue Owl Tumbles as Investor Withdrawals Halted: Rugpull Or Business as Usual?
Blue Owl Capital (NYSE:OWL | OWL Price Prediction) shares are falling 9% in morning trading today after the firm announced it would permanently halt quarterly redemptions from its Blue Owl Capital Corporation…
Here Are Thursday’s Top Wall Street Analyst Research Calls: Digital Realty, GE Vernova, Micron Technology, Merck & Co., Rivian, United Airlines, and More
Pre-Market Stock Futures: Futures are trading higher on Thursday as we grind closer to the Christmas holiday, which is just a week off now. The song remains the same for the AI/Datacenter…
Live Nasdaq Composite: Markets Attempt Gains but Lack Conviction
Live Updates Oracle Dampens Sentiment 11:45am ETOracle stock is dampening sentiment in the technology sector amid reports that financing for the development of its AI data center in Michigan has unraveled after…