Market news

Blue Owl Capital's $31.1B in committed, yet-to-be-deployed capital provides 15% embedded management fee growth. Read why OWL stock is a Buy.

Top private credit stocks like Apollo Global, Blue Owl, and Blackstone have remained under pressure despite improving conditions

Blue Owl Capital has been in the news for the wrong reasons, but its business has been moving in a positive direction in recent years.

A popular 9.9% yielder is paying out more than it earns, and the fixes bulls are counting on may not be enough. Read the 2 high-yield traps to avoid here.

Blue Owl Capital has seen its share price fall sharply over the past year, which puts fresh focus on whether the current US$9.32 level lines up with what its earnings can support. With sentiment shaped by project delays and credit exposures, the key issue now is how much of that backdrop is already reflected in the valuation. The stock has declined 43.3% over the past year, which puts existing earnings power and any future improvement under increased scrutiny. The delay to the Stack...

(Updates with Oracle's response in the seventh paragraph.) Blue Owl Capital's (OWL) Stack Infras

Blue Owl Capital trades at a 20% discount to book, but this discount is justified by deteriorating loan quality and aggressive risk-taking. Learn more about OBDC stock here.

Blue Owl Capital's (OWL) Stack Infrastructure unit faces a one-year delay to its Jupiter data center

Oracle (ORCL) declares force majeure on Blue Owl’s Project Jupiter data center delays, raising AI infrastructure financing risk questions.

Oracle shares were down about 4% on Thursday amid investor questions about its ability to deliver on its massive AI infrastructure expansion.

The notice would allow Oracle to delay payments should the facility miss its 2028 target to come online.

Arm Holdings is falling Thursday in sympathy with Oracle and Blue Owl following reports of a "force majeure" notice tied to Project Jupiter.

Oracle just sent a force majeure letter to its lender on a piece of the $165 billion Stargate campus, and Blue Owl is the one absorbing the paperwork risk while its stock sits near a one-year low.

Blue Owl Capital shares are dropping Thursday after reports that Oracle issued a "force majeure" notice on New Mexico data center project.

Oracle took steps to shield itself financially from hefty costs at a controversial data center site in New Mexico.

Oracle is reportedly looking to delay payment on Project Jupiter if the data center fails to come online in 2028

Blue Owl Capital's redemption pressures are fading, with OCIC loan repayments covering requests by ~3x. Read why OWL stock is a Buy.

Sustainable stocks are attractive as they do not need to generate much growth to deliver attractive total returns. Read more on these undervalued high yields.

Blue Owl Capital's diversified portfolio and share buybacks offer support, but rate sensitivity and NAV pressure keep investors cautious for now.

Discover Seeking Alpha’s Undercovered Dozen—12 lesser-known stocks offering fresh investment ideas.

Blue Owl is considering a public data center REIT seeded with about $6.5B of assets as AI infrastructure spending draws more IPO capital.

Blue Owl Capital (OWL) is said to have slashed the value of its loans to Cary, North Carolina-based specialty materials manufacturer Loparex to near zero, Bloomberg News reported.

Blue Owl Capital stock has fallen sharply over the past year, yet current market multiples still point to an expensive profile rather than a clear bargain. For investors, the combination of weaker recent returns and a low value score raises questions about how much of Blue Owl Capital's growth story is already reflected in the share price. Over the past 1 year, Blue Owl Capital has declined 28.7%, which puts recent shareholder returns well behind many investors' expectations for an...

Blue Owl Capital recently outlined plans to launch a data center real estate investment trust (REIT) seeded with about US$6.5 billion of its own assets, alongside reporting higher adjusted second-quarter 2026 EPS, fresh dividends, share repurchases, and additional debt financing through Blue Owl Technology Finance. Together, the planned data center REIT and expanded funding capacity highlight how Blue Owl is reshaping its balance sheet to support a larger digital infrastructure and...

Price targets for Blue Owl Capital now cluster in a wide band between about US$10 and US$17, as updated models adjust fair value estimates such as the move from roughly US$12.38 to about US$12.74. Recent analyst research links these shifts to Q2 results, revised fundraising expectations, and changing sentiment toward private credit and alternative asset managers. As you read on, you will see how to track this evolving narrative and what to watch as new information comes through. Analyst Price...

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.