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Artificial intelligence is adding a new layer of uncertainty to the private credit industry. The concerns center on how deeply private credit portfolios are tied to industries most exposed to ...
This article first appeared on GuruFocus. The technology-led selloff that gathered pace this week is now feeding directly into financial firms tied to software lending, as investors reassess risks ...
Despite swelling investor fear about AI disruption in the software sector, Blue Owl said its software loan portfolio is still broadly reporting revenue growth and not at risk of impairment. “This ...
Private-credit firm Blue Owl Capital joined peers Thursday in trying to redirect recent narratives tying artificial intelligence risk to their unlisted software holdings and their overall outlook, ...
Feb 5 (Reuters) - Blue Owl's (OWL.N), opens new tab Co-CEO Marc Lipschultz dismissed fears that AI could disrupt software businesses and weigh on its technology portfolios, after such worries ...
Feb 5 (Reuters) - Blue Owl’s Co-CEO Marc Lipschultz dismissed fears that AI could disrupt software businesses and weigh on its technology portfolios, after such worries triggered a global rout this ...
Concerns about defaults, particularly among software companies, have spooked investors in the private credit firms that lend to them. By Maureen Farrell Private credit, an industry focused on lending ...
IBM (IBM +5%) is sharply higher following a Q4 earnings beat. Revenue increased 12.2% yr/yr (+9% CC) to $19.69 bln, exceeding expectations and marking IBM's strongest constant-currency growth in more ...
This video features a holiday eyelook designed for brown eyes, with a focus on the color blue. Texas Democrat stuns Republicans with Senate win in Trump territory We asked retired astronauts about ...