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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.

The tech group is responsible for ‘Project Jupiter’ payments despite force majeure notice on New Mexico project

Oracle’s Project Jupiter notice raises new questions about the risks behind its data center expansion.

NEW YORK, Sept 24 (Reuters) - Oracle's move to protect itself against potential delays at a massive data center project developed by Blue Owl in New Mexico sent a chill through the trillion-dollar

Oracles move to protect itself against a potential delay for its flagship AI data center project has Wall Street questioning whether the company can deliver the capacity needed to support its AI business

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 stock fell 4% Thursday after the company sent a notice to its developer seeking protection from higher costs tied to the 2028 project

Oracle just handed its $165 billion flagship data center a force majeure notice, and the financing debt is already trading below par. Whether that spells opportunity or accelerating collapse depends on which number you trust more.

Blue Owl Capital (OWL) is in the spotlight after two contrasting credit events: a potential wipeout of its junior loan to Loparex in a restructuring and fresh financing moves at Blue Owl Credit Income Corp. Against this backdrop, Blue Owl Capital’s share price has slipped to US$9.60 after a 1-day share price return decline of 2.83%, extending a 7-day and 30-day share price return slide of 5.14% and 17.81% respectively. The 90-day share price return gain of 13.21% contrasts with a year-to-date...

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

Oracle Corp. is moving to shield itself from racking up expenses on a massive data center being built in New Mexico, adding a fresh wrinkle to a project beset by opposition and regulatory setbacks.

Blue Owl Credit Income (OCIC) boosts liquidity with a $1.0B notes deal and expanded $4.2B credit facility, lowering costs and extending maturities—read...

Blue Owl Capital gets a Sell rating as redemptions surge, fees stall, and dividend coverage weakens. Click read more on the OWL stock now.

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

Blue Owl Capital is heavily undervalued and is uniquely positioned to capitalize on the ongoing AI narrative. Click for more detail on the OWL stock.

State Street Financial Sel Sec SPDR ETF (XLF) was down 1.46% from the previous week to $57.25.

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

Alternative asset managers sold off on AI fears. Learn why data center AUM could boost fee growth and which AI “losers” may rebound—read 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.