OWL
NYSE · Financial Services
Blue Owl Capital Inc
$9.88
-0.14 (-1.40%)
OWL News30 articles
Blue Owl's Loparex Markdown Raises Private Credit Valuation Questions
Blue Owl Capital marked Loparex loans down 93%, raising questions about private credit valuations as OBDC trades at a 20% discount to NAV.
Blue Owl's $6.5B Data-Center REIT Plan Raises Fee Questions
Blue Owl Capital (OWL) fell 0.8% after reports of a $6.5B data-center REIT plan. The seed equals 35.3% of its digital-infrastructure AUM, but fee details remain unclear.
IREN Climbs 7.6% as $3B AI Contract Revenue Awaits Activation
IREN shares jumped 7.6% to $39.60, recovering most of last week's post-results slide, but $3 billion of contracted AI ARR remains unactivated, keeping valuation stretched.
Blue Owl Stock Climbs on $380M Fee Pipeline Outlook
Blue Owl Capital (NYSE:OWL) gained 3.2% to $11.83 after the firm said undeployed assets could yield $380M in yearly management fees, potentially covering its dividend gap.
Blue Owl Capital Surges 8% as Real Assets Drive Q2 Fundraising
Blue Owl Capital (OWL) rose 8% after Q2 fundraising got a boost from real assets, which captured 59% of equity inflows. The firm sees potential $380M in annual fees from undeployed capital.
Meta's $50B AI Campus Raises Cash Flow Concerns for 2026
Meta Platforms needs to increase quarterly capex by at least 77% to meet its 2026 target, with the expanded Hyperion AI campus in Louisiana now on track for 5 gigawatts and over $50 billion.
Meta's $50 Billion AI Cloud Bet Faces Scrutiny as Hyperion Expansion Costs Soar
Meta's massive AI data center investment in Louisiana faces a critical test: can it generate enough cloud revenue to justify the $10 billion per gigawatt cost?
Blue Owl Shares Drop Near 52-Week Low Amid Credit Fund Filing and Redemption Concerns
Blue Owl Capital shares fell 3.4% to $8.91, nearing a 52-week low, as investors weigh a 10.3% dividend yield against $1.2 billion in redemptions and 13.9% software-credit exposure.
Blue Owl Capital Shares Surge as Private Credit Worries Ease
Blue Owl shares surged 5.5% to $10.225 as private-credit asset managers rebounded after Blackstone's withdrawal cap eased redemption fears. The sector remains under watch.
Broadcom Plunge 13% After Hours Sparks Tech Selloff, Dow Drops 621 Points
Broadcom slid 13.7% after hours after missing Q2 revenue estimates and keeping AI-chip sales forecast unchanged, triggering a broader market decline with the Dow falling 621 points.
Blue Owl Capital Gains 5% as Private-Credit Demand Holds Steady
Blue Owl Capital shares jumped nearly 5% on Thursday, outpacing peers as private-credit demand remains steady despite ongoing sector concerns.
Blue Owl Limits Redemptions at Key Credit Funds Amid Surge in Withdrawal Requests
Blue Owl Capital has imposed a 5% quarterly redemption cap on two major private credit funds following a surge in withdrawal requests, with one fund facing over 40% in redemption demands.
Blue Owl Shares Dip as BofA Calls Private Credit Fears Excessive
Blue Owl Capital shares declined slightly on Thursday following a Bank of America research note stating concerns around private credit managers are exaggerated. The stock has fallen nearly 40% year-to-date amid broader sector strain.
Stocks Retreat as Stagflation Fears Intensify Ahead of Fed Meeting
U.S. equities declined Friday as persistent inflation and slowing growth rattled investors. The Nasdaq dropped 0.91% and the S&P 500 fell 0.38% with Brent crude holding above $100.
Blue Owl Shares Gain Amid Sector Rebound, But Private Credit Concerns Linger
Blue Owl Capital shares advanced 2.2% as alternative-asset managers rebounded, though ongoing worries about private credit valuations and fund liquidity kept sector sentiment cautious.
Blue Owl Stock Dips Amid Private Credit Valuation Concerns
Blue Owl Capital's stock declined following reports that Glendon Capital Management disputed valuations in a major fund, reflecting wider unease across the private credit market as BDCs trade at steep discounts.
Goldman Offers Hedge Funds Swap to Short Software Loans as AI Risks Mount
Goldman Sachs is marketing a total return swap allowing hedge funds to bet against corporate loans in the software sector, fueled by concerns that artificial intelligence could disrupt credit markets. No trades have been executed yet.
BlackRock Fund Limits Spark Liquidity Fears as Private Credit Defaults Hit Record
BlackRock has restricted redemptions from its $26 billion private-credit fund after requests surged, intensifying stress in real estate-linked markets. Fitch warns of record defaults in the sector.
Blue Owl Shares Slide Amid Private Credit Liquidity Fears, Insider Filings
Blue Owl Capital shares declined sharply, dropping below their $10 listing price, driven by ongoing liquidity worries in private credit and new regulatory filings indicating insider activity. The stock was indicated down approximately 3.8%.
Stocks Rally as Court Overturns Tariffs Amid Mixed Economic Signals
U.S. equities advanced Friday following a Supreme Court ruling invalidating former President Trump's global tariffs, while economic data revealed slowing growth and persistent inflation pressures.
Markets Await Key Inflation Data Amid Geopolitical Tensions
U.S. stock futures advanced Friday as investors braced for crucial GDP and inflation reports, while oil prices remained elevated due to Middle East tensions.
KKR Shares Surge 4% Amid Governance Vote and Software Sector Scrutiny
KKR & Co. rebounded sharply Friday, gaining over 4% as investors weighed a major acquisition and upcoming governance changes against concerns over software exposure and loan leverage.
Dole Faces Margin Scrutiny After Publix Blueberry Recall
Publix's Class I recall of frozen blueberries puts Dole's margins under the spotlight, though Dole isn't linked to the outbreak. Q2 results already showed pressure from higher costs.
JetBlue Rebounds 3% After Four-Day Slide, Fuel Costs Still Loom
JetBlue (JBLU) climbed 3% on Tuesday, snapping a four-day losing streak, but light volume and persistent fuel cost worries keep the stock under pressure.
Ouster Expands Utah Lidar Network to Nearly 300 BlueCity Sites
Ouster (OUST) expands BlueCity lidar in Utah by 160 intersections, approaching 300 sites. Q2 revenue up 56% to $54.6M, though net loss remains.
Bluejay Diagnostics Stock Jumps 47% Premarket Despite Warrant Hurdles
Bluejay Diagnostics (BJDX) shares soared 47% premarket, but the rally leaves the stock below the warrant strike price, complicating financing plans.
JetBlue Surges to Record High as Oil Prices Plunge
JetBlue shares jumped 5.9% to a 52-week high of $6.62 as Brent crude fell 3.9% to $80.47, easing fuel cost pressures for the airline.
AST SpaceMobile Surges as BlueBird Launch Nears, Financing Eases Concerns
AST SpaceMobile (ASTS) jumps 4.9% premarket as BlueBird launch approaches; recent $1.15B convertible note sale eases funding stress but raises dilution concerns.
JetBlue Rides Fare Hikes to 6% Gain Despite Fuel Surge and Debt Concerns
JetBlue (JBLU) shares climbed 6.2% as higher fares helped offset a sharp rise in fuel costs, though the airline's net loss widened to $247 million and its heavy debt load remains a concern.
Ford Upgrades 2026 Profit Forecast; Blue, Pro Drive 75% of Gain
Ford Motor Company (NYSE:F) raised its 2026 adjusted EBIT midpoint to $10.5 billion, with Ford Blue and Ford Pro contributing 75% of the $1 billion upgrade. Shares rose 4.75% in premarket trading.