Blackstone and Blue Owl Private Credit Funds Issue High-Grade Bonds
Two prominent private credit funds, Blackstone and Blue Owl, have begun offering investment-grade bonds, marking a return of such deals after a quiet start to the third quarter.
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Two prominent private credit funds, Blackstone and Blue Owl, have begun offering investment-grade bonds, marking a return of such deals after a quiet start to the third quarter.
Blue Owl BDC's second-quarter key metrics reveal subdued activity, with refinancing efforts reportedly grinding to a halt.
Blue Owl Capital and Ridgepost Capital both reported strong second-quarter earnings, exceeding analyst expectations for both non-GAAP EPS and revenue. Uber also beat EPS estimates but slightly missed on revenue.
This article presents the highlights from Blue Owl Capital's second-quarter earnings call, focusing on their financial outcomes and strategic insights for the period.

Blue Owl's Stack Infrastructure is reportedly seeking a $5.9 billion loan to finance a new data center in Melbourne. This move extends the current boom in debt financing for AI-related infrastructure projects.
UBS's rebalancing advice has led to withdrawals from the Blue Owl Fund (OWL).
Blue Owl has reportedly acquired a portfolio of hospitals in the United Kingdom for £1.3 billion, marking a significant investment in the healthcare real estate sector.

Several companies, including Rivian, Tesla, Sandisk, Blue Owl, and AeroVironment, are making headlines with significant movements in midday trading.
Two private credit funds managed by Blue Owl have implemented caps on redemptions following a surge in requests from investors. This move reflects challenges in the private credit market.

Stockholders of Sila Realty have approved the acquisition of the company by affiliates of Blue Owl Capital.
UBS has reiterated its Neutral rating on Blue Owl Capital (OWL), maintaining its stance on the investment management firm's stock.
A Blue Owl Fund, impacted by redemptions, is set to sell a $500 million bond.
Michael Lipschultz of Blue Owl has indicated that the period of 'freak out' regarding private credit has now passed. His comments suggest a stabilization or improved sentiment in the private credit market.
Blue Owl's fund experienced a significant drop in capital raised from retail investors compared to the previous year, as worries grow over a potential surge in loan defaults within the private credit sector.
Several companies, including Root, Adient, TaskUs, and Maximus, have released their earnings call transcripts or summaries for the first or second quarter of 2026. These reports provide financial updates and insights into their recent performance.
Blue Owl Capital announced a 16% cut to its quarterly dividend, attributing the decision to lower interest rates and spread compression.
Management at Blue Owl Capital Inc. has indicated that current market trends are favorable for the company's operations and investment strategies.
Blue Owl has released a significant statement concerning its investment in Elon Musk's aerospace company, SpaceX.
Brown University has significantly cut its investment in the Blue Owl private credit fund, reducing its stake by more than half.
A range of companies, including Exponent, Trupanion, Illumina, and Roblox, have announced their financial forecasts for 2026, detailing projected revenues, EPS, and EBITDA margins. Several other companies also reported their latest quarterly or fiscal year results.
Blue Owl is targeting a 58.5% FRE margin by 2026 and expects to reach a $7.5 billion net lease fund hard cap by the end of the year.
The CEO of Blue Owl highlighted the substantial spending by Big Tech companies on artificial intelligence as a significant growth opportunity for the private credit giant.
Blue Owl's stock surged after the private credit firm announced it had made ten times its initial investment in SpaceX, which is reportedly heading for a record IPO later this year.
Blue Owl reported that its asset growth met expectations, even in the context of a downturn in direct lending. The company's performance indicates resilience in a challenging market segment.
A private credit investor associated with Blue Owl has reportedly filed a lawsuit against the company's adviser, alleging inflated fund values and related fees.
Offer from Saba Capital to buy shares of private credit fund at 65 cents on the dollar fails to attract sellers
Jim Cramer offered insights into how Blue Owl shares might experience an increase, providing his analysis on the investment firm.
Goldman Sachs and BlackRock are working to calm concerns surrounding private credit, though Blue Owl appears less reassuring on the issue.

US sanctions against Iran's oil industry have intensified tensions, particularly concerning the Strait of Hormuz, a critical shipping lane. Iran has responded with proposals for safe passage and threats against US vessels if control of the strait is challenged.

Investment management firm Pimco has acquired the entire $400 million offering of bonds sold by Blue Owl BDC. This significant transaction was reported by multiple financial news outlets.
Piper Sandler has reaffirmed its 'Overweight' rating for Blue Owl Capital (OWL).
Wells Fargo has reiterated its 'Overweight' rating for Phreesia (PHR), indicating a positive outlook on the company's stock.
Investors in Blue Owl are attempting to pull $5.4 billion from two of its private-credit funds. This significant withdrawal highlights investor activity and potential shifts in sentiment within the private credit market.

Shell reports profit growth from oil due to the war in Iran; Moody's lowers Blue Owl fund outlook to 'negative'
The private credit market is experiencing an exodus of retail investors, leading to record lows for some firms like Blue Owl stock. Goldman Sachs is positioning itself to capitalize on this shift, while analysts debate the implications for related instruments like junk bonds.
Investors in Blue Owl are reportedly attempting to pull a substantial sum of $5.4 billion from two of its private-credit funds, signaling significant capital reallocation.
Shadow bank Blue Owl has imposed caps on private credit redemptions after investors attempted to withdraw a substantial $5.4 billion.
Concerns over the software sector have prompted redemption requests from investors in Blue Owl's tech-focused Business Development Company (BDC).
Investors in Blue Owl are attempting to withdraw $5.4 billion from two of its private-credit funds, indicating significant capital movement.
Investors in Blue Owl are attempting to pull $5.4 billion from two of its private-credit funds, indicating potential liquidity concerns in the sector.
Investors in Blue Owl are attempting to pull $5.4 billion from two of its private-credit funds, signaling potential liquidity challenges or shifts in investor strategy.
Fears related to the software sector have reportedly driven redemption requests for Blue Owl's technology-focused Business Development Company (BDC).
Fears related to software performance have driven redemption requests for Blue Owl's technology-focused Business Development Company (BDC).
Blue Owl Capital Corporation (OBDC) has been identified as one of the stocks held in former President Donald Trump's investment portfolio.
An analysis suggests that investment firm Blue Owl's risk/reward profile appears exceptionally favorable, potentially 'too good to be true'.
The private credit market is undergoing a stress test amid economic uncertainty, with some funds reporting February losses and angry investors now highlighting its limits, raising broader market worries about its stability and potential impact on the economy.
Blue Owl Capital is actively engaging with family offices to secure investments as it navigates the current volatile market environment.
Investors are closely watching Blue Owl Capital to assess its market performance and determine if the company can outperform the broader market.
TG Therapeutics has successfully secured a $750 million credit facility with Blue Owl and simultaneously announced an increase in its share buyback program to $300 million.

Founder of collapsed bridging loan specialist Century Capital is now trying to relaunch business
Blue Owl Private Credit BDC is urging its shareholders to reject an offer made by investor Boaz Weinstein, indicating a potential struggle for control or strategic direction.
Blue Owl has informed its investors that a recent loan sale was conducted without any hidden incentives, addressing concerns about transparency.

JPMorgan Limits Lending To Private Credit Groups After Marking Down Loan Collateral The barrage of negative private credit news, now that the $1.8 trillion bubble has burst, is coming hot and heavy. Following last night's report that Cliffwater, a private credit interval fund which according to Rubric Capital "is the canary in the coal mine and will be the first domino in the bank run” was the latest fund to be hit with 7% in investor redemptions (and unlike BlackRock, interval...
Saba and Cox have made a tender offer to buy shares of Blue Owl Capital Corporation II for $3.80 apiece.
Blue Owl has attracted a record number of short bets as the private credit sector continues to face intense scrutiny from investors.

Here are Wednesday's biggest calls on Wall Street.
Truist has lowered its price target for Blue Owl Technology Finance Corp. (OTF) from $17 to $16.

Analysts on Wall Street have released their biggest calls for Monday, covering prominent companies such as Nvidia, Apple, Netflix, Amazon, CrowdStrike, Blue Owl, and Twilio.
Credit Fears Put Blue Owl on Track For Worst Month Since 2022 Bloomberg.com
Troubles at the private credit group’s first retail focused-fund have added to broader worries about the sector

Anlagen in private Unternehmenskrediten waren in den vergangenen Jahren begehrt. Nun sorgen erste Schwierigkeiten eines Fonds für Unruhe unter Anlegern.
Blue Owl Capital's stock rose after the company tightened withdrawal rules at one of its private credit funds.

Shares of Blue Owl have sunk 30% this year and appear fairly valued, Deutsche Bank wrote.

Private credit's meteoric rise to a roughly $3 trillion cornerstone of global finance was fueled by demand for lending outside the traditional banking system.

US fund manager has become a warning of what happens when exotic products do not go to plan
Blue Owl Capital Inc. is reportedly seeking to raise approximately $500 million through a bond sale, with the proceeds intended to pay down existing credit lines.
Element Fleet Management Corp. has declared a dividend of CAD 0.15, while Blue Owl Technology Finance Corp. announced a dividend of $0.35. Both companies are distributing earnings to their shareholders.
Blue Owl stock is experiencing a quiet resurgence, which is seen as an indicator that the challenges in the private credit market may be subsiding.
A unit of KKR is reportedly exploring an investment of at least $250 million in an insurer that is partly managed by Blue Owl.
Blue Owl's private credit fundraising has fallen to its slowest pace in three years, with redemption requests weighing on its credit arm, though demand for data center investments helped bolster the group.

UBS advised some of its clients to reduce their exposure to a Blue Owl private credit fund, a fund that the bank itself had been instrumental in establishing, leading to an exodus of investors.
Jim Cramer has offered his latest opinions on various stocks, including recommendations for AST SpaceMobile and Moderna, and commentary on companies like Dell, Micron, and Walmart. He also shared his views on the gold market and specific companies like Agnico Eagle and NextEra.

Blue Owl stock has risen as two of its private credit funds reported a decline in withdrawal requests during the second quarter. This trend suggests a potential stabilization or increased investor confidence in the private credit market.

Blue Owl has been hit with $4.7 billion in redemption requests, contributing to over $22 billion in withdrawal requests across 20 private credit funds tracked by the FT in the second quarter, signaling a significant investor exodus.
The Cleveland Cavaliers are reportedly nearing a deal to sell a stake in the team, with Blue Owl said to be close to acquiring a share in Dan Gilbert's franchise. This potential transaction could impact the team's ownership structure.
Logan Nicholson, President of Blue Owl Capital, purchased 3,000 shares of OBDC stock amidst an ongoing private credit scandal affecting the company.

Ares and Blue Owl are reportedly vying for the opportunity to manage a significant portion of Mexico's $500 billion pension fund.
The Blue Owl Fund has re-entered the market with a new bond offering valued at $400 million.
Major investors, including Blackstone and Blue Owl, are actively pursuing a potential $900 billion investment opportunity in third-party data centers, with AI bets being a significant theme in this year's earnings season.
Blue Owl announced plans to reduce its private credit exposure to the software sector, as stated by its CEO. The firm is also preparing to launch its first fund dedicated to buying secondhand private credit.
Blue Owl Technology Finance Corp. announced a quarterly dividend of $0.35 per share, along with a special dividend of $0.05 per share. This declaration reflects the company's latest distribution to shareholders.
Blue Owl is reportedly mulling a significant $30 billion deal to acquire Stack’s Asia portfolio, according to recent reports.
Despite Blue Owl Technology (OTF) stock trading near all-time lows, Wall Street analysts maintain a bullish outlook on the company.
Brown University has significantly reduced its stake in the Blue Owl Private Credit Fund, indicating a shift in its investment portfolio.
Blue Owl has reportedly sold half of its stake in SpaceX, valuing the aerospace company at an impressive $1.25 trillion.
Blue Owl Capital (OWL) has been highlighted as one of the most undervalued stocks under $10 to consider for investment right now.
Blue Owl has announced the sale of approximately half of its SpaceX holdings, valuing the company at $1.25 trillion. This significant transaction was a key highlight during Blue Owl's recent earnings call.
Blue Owl reported stronger-than-expected first-quarter results, with its assets under management (AUM) climbing to $315 billion.

Several major companies, including Amazon, Molson Coors, and Crocs, are either previewing or preparing to release their first-quarter 2026 earnings reports. These reports will provide financial updates for investors.

Saba Capital's tender offer for shares in Blue Owl and Starwood private credit funds found little investor appetite, as investors showed disinterest in obtaining liquidity at a steep discount amidst elevated redemptions in the private-credit sector.
A report indicates that less than 1% of Blue Owl Capital Corporation II investors tendered their shares to Saba and Cox in a recent offer.
As Blue Owl faced increasing financial pressure, its bankers reportedly presented a 'long shot' proposal, indicating the severity of the company's economic challenges.

The co-founders of Blue Owl have revised the terms of their personal loans, which are no longer backed by the firm's shares. This change comes after scrutiny and amid reports of falling stock prices.
Blue Owl Capital stock saw a significant increase today, soaring more than 8% higher.
Concerns are rising over the stability of Blue Owl's 11% yield, as the private credit market faces increasing volatility and potential chaos.
The Blue Owl private credit fund has successfully raised $400 million through the bond market. This capital raise strengthens the fund's financial position.
Blue Owl Capital (OBDC) held its Q3 2024 earnings call, providing a detailed transcript of the company's financial performance and outlook.
Financial analyst Jim Cramer discussed Blue Owl (OWL) following significant market news.
Moody's has revised its outlook for Blue Owl funds to negative, citing elevated redemptions observed in the first quarter.
Blue Owl's stock closed at a record low as private credit investors began exiting, indicating concerns within the market segment.
Blue Owl's stock declined after the company announced it was capping withdrawals in two of its private credit funds.

Private credit firm Blue Owl Capital is grappling with record redemption requests, with investors seeking to pull $5.4 billion from two private-credit funds, driven by deepening private credit and software fears, leading the firm to impose withdrawal limits as investors who fueled its growth now seek to exit.
Blue Owl Tech-Focused BDC is experiencing redemption requests, reportedly driven by concerns related to software.
Investors in Blue Owl are reportedly seeking to pull $5.4 billion from two of its private-credit funds.
Investors in Blue Owl are reportedly seeking to pull $5.4 billion from two of its private-credit funds.
Investors in Blue Owl are attempting to pull $5.4 billion from two of its private-credit funds, indicating significant redemption requests.
Concerns over the software industry are leading to increased redemption requests for Blue Owl's technology-focused Business Development Company (BDC).
Blue Owl, a business development company focused on technology, is experiencing redemption requests from investors, driven by concerns over the software sector.
BMO Capital has reduced its price target for Blue Owl Capital Inc. (OWL) from $15 to $11, explaining the rationale behind the downgrade.
Concerns are intensifying over the private credit market, with reports highlighting its 'public wobble' and the potential for a lurking financial crisis, drawing parallels to a 'Subprime Crisis 2.0' due to rising market stress and significant fund losses, as analysts question if another financial crisis is on the horizon.
Seeking Alpha analysts have released new ratings, including upgrades and downgrades, for several prominent stocks such as Disney (DIS), SanDisk (SNDK), J.M. Smucker (SJM), and Blue Owl Capital (OWL). These adjustments reflect updated market outlooks and company performance assessments.
Blue Owl and other financial firms are actively pushing back against concerns regarding private credit risks, as market jitters persist, with the sector now confronting the inherent limitations of its 'semiliquid' label.

TD Cowen has reiterated a buy rating for Blue Owl Capital but lowered its 12-month price target from $16 to $14, expecting the stock to remain choppy through Labor Day.
Blue Owl Capital (OWL) has announced a partnership with Blackstone to acquire a minority stake in Atlas Holdings, signaling a significant investment in the private equity sector.
Blue Owl has rejected a tender offer, stating that the offer undervalues the company.
Blue Owl has reportedly informed investors that there were no hidden incentives involved in a recent loan sale, addressing concerns about transparency.
Blue Owl Capital Brendan McDermid/Reuters Business Insider has learned of three large loans Blue Owl recently placed against data centers. The deals show how the firm is broadening its exposure to lucrative digital infrastructure. The lending comes as the firm has faced investor withdrawals elsewhere in its portfolio. Blue Owl Capital is doubling down on artificial intelligence infrastructure investments — including loans to two more data centers, Business Insider has learned. Last year, th...
Blue Owl Capital has surpassed $300 billion in assets under management and reported a Q4 2025 EPS of $0.24, with Blackstone and Blue Owl Capital further acquiring a stake in PE firm Atlas.
Blue Owl has led a $750 million debt financing deal to support the buyout of Vista Nexthink, a significant financial transaction.
Blue Owl Capital stock faces concerns due to its reported exposure of approximately £36 million to the failed Century Capital.

Several listed ‘business development companies’ have had to slash dividends and write down asset values

Lending troubles at Blue Owl Capital and other so-called private credit behemoths are setting off fears of a “bank run,” as one hedge fund put it.

Fears mount that outflows may soon overwhelm inflows to some of largest players
Truist has lowered its price target for Blue Owl Technology (OTF), with the article explaining the reasons behind this adjustment.

Strains at the company’s first retail-focused fund have sent a chill through the broader sector
An article discusses Blue Owl Capital in the context of a liquidity trap or a wave of misinformation regarding shadow banking.
Shares of European private lenders have tumbled as a selloff intensifies, with Blue Owl's performance clouding the outlook for private credit.

Saba Capital and Cox Capital say their tender offer for Blue Owl fund shares offer a "liquidity solution" for retail investors.
Several companies, including Oscar Health, Optimum Communications, and Ormat Technologies, have released highlights from their second-quarter earnings calls. These reports provide updates on their financial performance and business operations for the recent quarter.
Two private credit funds managed by Blue Owl Capital Inc. repurchased a combined $90 million of shares for the second consecutive quarter, aiming to stabilize the vehicles' value amidst sector turbulence.
Blue Owl has hired former Barclays banker Takeo Ikemori to co-head its Japan business, focusing on institutional capital.

Major tech companies like Amazon and Microsoft reported strong earnings driven by significant investments in AI, while Apple warned of future supply constraints impacting Mac, iPhone, and iPad sales, leading to a projected slowdown in September-quarter growth.
Jim Cramer shared his varied opinions on several tech stocks, expressing enthusiasm for Lam Research Corporation, perplexity regarding NVIDIA Corp., and strong support for Blue Owl Capital Inc.
Blue Owl Capital Inc. has launched a new infrastructure group specifically designed to support the growing data center industry. This venture aims to provide essential funding and resources for data center development.

Blue Owl is facing renewed investor redemptions following a catastrophic first quarter for private credit BDCs, which were hit with massive 38% and 19% redemption requests. The second quarter is proceeding as poorly as many had anticipated for alternative asset managers.
Investors in Blue Owl's flagship funds have requested to withdraw a total of $4.7 billion, signaling significant outflows from the investment firm.
Blue Owl Capital is reportedly considering a minority investment in the Cleveland Cavaliers, according to Bloomberg.

Blue Owl is reportedly in advanced discussions to purchase a stake in the NBA's Cleveland Cavaliers. This potential acquisition could mark a significant investment in the professional basketball team.

Jim Cramer has been actively discussing various market trends, including elevated CPI as 'artificial inflation,' and offering specific stock recommendations. He has provided insights on companies like NVIDIA, Tractor Supply, and Home Depot, among others.
The private credit market experienced a challenging period with significant investor redemptions, including record withdrawals from Blackstone's BCRED and substantial outflows from Blue Owl Capital funds.
Blue Owl Capital and Realty Income each held their first-quarter earnings calls, providing updates on their financial performance and business operations for the period.
Blue Owl BDC has received a significant new investment from the University of California, as reported by Bloomberg.com.
Two private credit funds managed by Blue Owl Capital have announced dividend cuts, with one fund also selling half of its stake in SpaceX prior to its initial public offering, signaling stress in the sector.
Blue Owl BDCs have bought back $85 million worth of shares. This move comes as loan values continue to sink, impacting the financial market.
Blue Owl's data center operator, Stack, is reportedly considering a sale of its Asia operations, a deal that could be valued at $30 billion.
This week's financial summary shows Visa and Blue Owl as top gainers, while Mastercard and various insurance stocks experienced losses in the market.
Blue Owl stock has seen a significant spike, attributed to gains made by SpaceX, prompting questions about its future growth potential.
Blue Owl is expanding its other business segments while the private credit market faces turmoil.
Blue Owl Capital's stock experienced a significant surge on April 30 after the company reported first-quarter results that exceeded market expectations.
Blue Owl successfully raised $3 billion through its wealth channel, despite recent turbulence in the private credit market.
Blue Owl has drawn in $9 billion, though the headline figure obscures a lower-than-expected $700 million increase in fee-paying assets as the private credit market experiences a slowdown.
Blue Owl's stock shares are approaching critical 'doomsday' levels, with the upcoming earnings report identified as the next significant financial risk.
Saba has introduced a new strategy to address private-credit market jitters. This move follows a lukewarm response to its tender offer for Blue Owl.
Investors in the Blue Owl Fund have reportedly turned down an offer from Boaz Weinstein to purchase shares, indicating a lack of agreement on the proposed transaction.

A Blue Origin New Glenn rocket has been grounded and is under FAA investigation after a recent launch placed an AST SpaceMobile satellite into an incorrect orbit. The mishap caused AST SpaceMobile's stock to drop significantly.
An investor's analysis suggests that fears surrounding private credit are overstated and that Blue Owl's fundamentals remain strong.
Pimco has purchased the entire $400 million bond offering from Blue Owl Business Development Company (BDC), marking a significant transaction in the financial market.
Blue Owl has acquired a minority stake in BlackFin Capital Partners, a financial-services manager. This move expands Blue Owl's investment portfolio.
The Blue Owl Private Credit Fund has successfully raised $400 million through the bond market. This funding initiative aims to bolster the fund's financial capacity.
The transcript for Blue Owl's (OBDC) first quarter 2025 earnings call has been released, detailing the company's financial performance and outlook.

Blue Owl's stock experienced a significant drop after Moody's Ratings downgraded its outlook on a $36-billion Blue Owl non-traded REIT to 'Negative' due to a surge in redemption requests.
Blue Owl, a prominent private credit firm, has seen its stock price fall to a record low.
Blue Owl stock has fallen back into oversold territory, attributed to a high volume of redemption requests from investors.
Blue Owl has reportedly stopped redemptions at two of its funds, a move that comes as worries about the private credit market continue to escalate.
Shares of Blue Owl Capital experienced a decline today after the company announced it was capping redemptions.
Concerns surrounding the software industry are reportedly driving redemption requests for Blue Owl's tech-focused Business Development Company (BDC).
Investors are reportedly seeking to pull $5.4 billion from two private-credit funds managed by Blue Owl Capital, specifically a tech-focused BDC, driven by concerns related to software.
Investors in Blue Owl are attempting to pull $5.4 billion from two of its private-credit funds, signaling significant withdrawals from the firm.
Investors in Blue Owl are reportedly seeking to pull $5.4 billion from two of the firm's private-credit funds.
Concerns related to software are prompting redemption requests for Blue Owl's tech-focused Business Development Company (BDC).
TD Cowen has reduced its price target for Blue Owl Capital Inc. (OWL) from $16 to $14. This adjustment reflects the analyst's updated outlook on the company's valuation.
An analysis evaluates whether Bank OZK (OZK) currently represents a favorable investment opportunity for potential buyers.
Blue Owl's private credit fund successfully raised $20.7 million through a recent share sale, indicating investor interest in its offerings.
Blue Owl is reportedly looking to partner with family offices as part of its strategy to bring wealthy individuals into private markets.
Blue Owl (OWL) has been identified as having triggered the recent collapse of Century Capital.
Financial commentator Jim Cramer has advised investors to favor Blackstone over Blue Owl Capital, sharing his latest stock recommendation.
Blue Owl reportedly pushed a UK lender into insolvency due to concerns over discrepancies, according to the Financial Times.
A Blue Owl fund is advising its investors to reject tender offers made by Cox and Saba, indicating a strategic move in corporate finance.

Wall Street Traders Hunt for Bottom as War Turmoil Continues Bloomberg.com

Several stocks, including Bumble, Hims & Hers Health, Blue Owl, and Netskope, are making significant moves in premarket trading, indicating potential volatility for the upcoming trading session.
An investment fund has reportedly raised questions regarding the valuations within Blue Owl's private credit portfolio, as reported by the Financial Times.
Investment giants Blackstone and Blue Owl have taken a minority stake in Atlas, a US-based private equity firm.
Blue Owl Capital is reported to have a £36 million exposure to a collapsed UK lender that catered to wealthy clients, raising concerns about its financial implications.
Apollo CEO Marc Rowan, Ares CEO Michael Arougheti, and Blackstone President Jon Gray PATRICK T. FALLON/AFP via Getty Images/ Mike Blake/REUTERS/ Vernon Yuen for NurPhoto via Getty Images The software-apocalypse is hitting private credit, putting the biggest players on defense. Following concerns over Blue Owl's software exposure, other leaders are talking up their portfolios. Execs like Marc Rowan and Jon Gray defended their portfolios against software risk this week. Months of concern over...
Short bets against Blue Owl have reached an all-time high, reflecting growing concerns about the private credit market.

Blue Owl's stock has fallen below its listing price due to mounting concerns in the private credit sector, including investor redemptions and fears of AI disruption impacting software companies.
Concerns surrounding Blue Owl (OWL) are reportedly causing apprehension within the $2 trillion private credit industry.
An analysis presenting a bullish investment case for Blue Owl Capital Inc. (OWL).
Financial commentator Jim Cramer offers his opinions and recommendations on various stocks including Chevron, Texas Instruments, EZCORP, Super Micro, Huntington Ingalls, Vertiv, Robinhood, BWX Technologies, SoFi, CrowdStrike, Blue Owl Capital, Snowflake, Cadence Design, Take-Two Interactive, GE Vernova, Salesforce, Charles Schwab, Gartner, and Eli Lilly.
A discussion on the need for greater transparency from private-markets firms has emerged, with a Blue Owl fund being cited as an example that raises questions about potential mismanagement or systemic industry issues.
Clear Street has decreased its price target for Blue Owl Technology Finance Corp. (OTF) to $14, maintaining a Hold rating.

Analysts on Wall Street issued their biggest calls on Tuesday, covering stocks such as Nvidia, Broadcom, Qualcomm, Booking Holdings, and Blue Owl.
Several US stocks, including AMD, Blue Owl, BWX, Keysight, Kratos, and Vir, are showing significant movement in premarket trading.
Concerns are being raised regarding the liquidity of Blue Owl, a financial services firm.