OWL Blue Owl Capital Inc.

CoreWeave shares rose after Oracle's force majeure notice on a data center project, as JPMorgan upgraded CRWV while Rothschild initiated coverage with a Sell rating, citing debt concerns.

Project Jupiter has secured about $18 billion in loans and could face a roughly one-year delay.

A consortium backed by BlackRock and IFM Investors recently entered exclusive talks to acquire Stack Infrastructure’s Asia-Pacific data centres from Blue Owl Capital in a potential US$20.00–US$25.00 billion deal, with due diligence under way and no agreement yet finalized. This move, alongside BlackRock’s expanded AI Infrastructure Partnership and major Aligned Data Centres acquisition, underlines how aggressively the firm is building an AI-focused data centre footprint across regions. We’ll...

Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) fell 8.7% in the afternoon session as Oracle’s force majeure notice on Project Jupiter revived concentration and financing concerns, with tech and growth names already under pressure from rising Treasury yields.

Oracle’s force majeure notice has put Bloom Energy under pressure. So, what should investors watch before making their next move in BE stock?

Rising Fed rates, a 10 year Treasury yield near 5.17% and a stronger dollar have pushed currency risk from the fine print to the front page. That shift can punish some holdings, yet it can also reward investors who pay attention to how companies handle foreign exchange. This article examines three stocks from our Global Currency Hedged Equity Funds and FX Risk Management Providers screener that may be positively exposed to this backdrop. The three stocks below are a sample from a wider pool,...

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.

The "force majeure" shows how complicated it has become to construct a data center on time.

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...

Financial stocks were advancing in late Friday afternoon trading, with the NYSE Financial Index risi

Oracle’s move to protect itself against delays at its New Mexico data center adds uncertainty for bondholders, though its spending commitments remain in place.

Financial stocks were advancing in Friday afternoon trading, with the NYSE Financial Index rising 0.

Oracle just told investors that its massive fuel cell contract is safe, yet it quietly filed legal protection against the very project that contract depends on. Here is why that contradiction matters more than the assurance.

Oracle's force majeure notice on its Project Jupiter AI data center, tied to a natural gas pipeline delay, raises risk questions for Oracle, Bloom Energy, and Energy Transfer, though analysts remain bullish.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian chat with Deirdre Bosa about Oracle's (ORCL) force majeure at its AI data center and what it signals about the broader AI build-out.

Project Jupiter is part of a broader Oracle agreement to procure up to 2.8 GW of Bloom systems.

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 3.4% in the afternoon session after news broke that the company sent a "force majeure" notice to the developer of its New Mexico data center project to protect itself from higher expenses, according to CNBC.

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

↗️ Akamai Technologies (AKAM): Anthropic will pay the company at least $11.6 billion to use its cloud infrastructure and software over seven years in an expansion of the two companies’ partnership. Akamai shares soared 20% in postmarket trading.

Oracle stock and Bloom Energy were falling on a report the company is seeking to protect itself against delays to construction of a data-center campus.

A massive AI buildout is hitting a new execution test

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

Financial stocks were softer in Thursday afternoon trading, with the NYSE Financial Index and the St

Oracle stock slid on a report the tech giant is taking steps to shield itself against delays for a key data center project.

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Banks led by Goldman Sachs (GS) have started marketing about $1.1 billion of junk bonds to finance a

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

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

A sudden loan collapse exposes private credit's uncomfortable valuation problem

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 Capital (OWL) has drawn fresh attention after announcing plans for a publicly traded data center REIT, seeded with about US$6.5b of assets, alongside second quarter adjusted EPS of US$0.34 and continued share repurchases. At a share price of US$11.75, Blue Owl Capital has seen short term share price momentum cool slightly over the past week. However, the 90 day share price return of 19.9% sits against a year to date share price decline of 23.3% and a 1 year total shareholder return...

Financial stocks were lower in late Friday afternoon trading, with the NYSE Financial Index decreasi

The alternative asset manager expects to seed the REIT with about $6.5 billion of its own data center assets.

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.

Blue Owl Capital Corporation (OBDC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Blue Owl Capital led a $2.4 billion senior secured financing for IREN, split evenly between a term loan and secured notes, both carrying 9% interest and maturing two and a…

Blackstone and Cliffwater have seen redemption requests of about 10% and 16%, respectively, at their private credit funds.

The 30-month financing will fund air-cooled NVIDIA Blackwell Ultra infrastructure at IREN’s Mackenzie campus, with capital drawn as equipment is delivered and commissioned.

SEI Investments stock touches a new 52-week high as revenues, client assets, and LSV flows strengthen, with technology and outsourcing growth supporting its outlook.

Blue Owl Capital Inc (NYSE:OWL) recently announced a total dividend of $0.31 per share, with the ex-dividend date set for 2026-09-30. This payment includes a $0.31 per share cash dividend, payable on 2026-10-15. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates.

Investing.com -- Blue Owl Capital Inc. funds arranged a $2.4 billion debt financing for Iren Ltd., a cloud computing provider that plans to use the money to purchase Nvidia Corp. Blackwell Ultra GPUs for a data center campus in Canada.

Blue Owl Technology Finance Corp. (NYSE:OTF) priced $400 million of bonds Monday, double the $200 million it initially sought, in a tap of the 6.500% notes due 2029 it first sold in June, according to a prospectus supplement filed Monday.Blackstone...

Every bull market eventually asks investors to squint past a number they’d rather not look at. In 2000, it was cash burn rates at dot-coms with no revenue. In 2008, it was mortgage-backed securities nobody could quite value. Today, it’s the financing behind the AI buildout — and specifically, how much of it never shows ... Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger

Data-center guarantees could matter if AI economics weaken.

Blue Owl Capital (OWL) recently priced a $750 million offering of 6.750% senior notes due 2036 through its subsidiary Blue Owl Finance LLC. The company plans to use the proceeds to repay revolving credit facility borrowings. See our latest analysis for Blue Owl Capital. Against this backdrop, Blue Owl Capital has seen strong short term momentum, with a 1 month share price return of 31.62% and a 3 month share price return of 26.10%. However, the share price return year to date has declined...

Financial stocks were edging up in late Tuesday afternoon trading, with the NYSE Financial Index add

OBDC's Q2 earnings beat estimates as lower interest expenses help offset weaker interest income and declining net investment income.

Default rates are hitting recent highs, and internal reviews of loan health point to tougher times ahead, a WSJ analysis shows.