Core Viewpoint - The recent decline in asset-manager stocks is primarily attributed to investor concerns regarding the lending standards in the private-credit industry, particularly linked to a fund managed by Blue Owl Capital [1] Group 1: Market Impact - Shares of Blue Owl Capital (ticker: OWL) experienced a significant drop, with weekly losses reaching approximately 12% [1] - Other asset managers with exposure to private-credit businesses, including Ares Management (ARES), Blackstone (BX), Apollo Global Management (APO), and KKR & Co. (KKR), also saw declines in their stock prices during the week [1] Group 2: Investor Sentiment - Investor fears have intensified regarding the potential spillover effects from the private-credit sector, leading to broader anxiety in the market [1] - The selling pressure on asset managers indicates a growing concern about the stability and lending practices within the private-credit industry [1]

Core Viewpoint - Analog chips have largely missed out on a broader semiconductor rally over the last two years, but this trend may be on the verge of changing [1] Industry Summary - The semiconductor industry has experienced a significant rally, yet analog chips have not participated in this growth [1] - There is an indication that the market dynamics for analog chips may be shifting, potentially leading to increased demand and investment opportunities [1]

The Supreme Court's tariff ruling has economists even more stressed about worsening U.S. debt - MarketWatch## Economic Outlook# The Supreme Court's tariff ruling has economists even more stressed about worsening U.S. debt## The budget deficit is only headed higherPublished: Feb. 21, 2026 at 7:30 a.m. ETShareResize---Listen(4 min)The U.S. Treasury Department manages the $30 trillion government bond market. Photo: Getty ImagesThe Supreme Court decision striking down most of the Trump administration's tariffs ...

The Supreme Court's decision to strike down many of President Donald Trump's tariffs is a massive blow to the president's agenda — but for cost-conscious consumers, the immediate impact could be more economic question marks, with few price cuts in store. ...

This once-hot cancer-detection company's stock got cut in half after a failed trial - MarketWatch# This once-hot cancer-detection company's stock got cut in half after a failed trial## Illumina's stock also took a hit, as the gene-sequencing company remains a major Grail shareholderPublished: Feb. 20, 2026 at 4:26 p.m. ETShareResize---Listen(3 min)Grail's stock was the Nasdaq's biggest loser Friday, after a key trial of its Galleri early-detection cancer test failed to meet its primary endpoint. Photo: Grai ...

How you can take advantage of two stock-market trends - MarketWatch# How you can take advantage of two stock-market trends## Also in Weekend Reads: Reactions to the Supreme Court ruling against Trump's tariffs, AI and your taxes, and a deeper look into business-development companiesPublished: Feb. 20, 2026 at 4:11 p.m. ETShareResize---Listen(7 min)The S&P 500 index is weighted by market capitalization. So far this year, an equal-weighted indexing approach has outperformed the index itself. This type of acti ...

CoreWeave has pioneered the neocloud boom by renting artificial-intelligence infrastructure to some of the biggest names in tech. But its reliance on private credit financing could be a looming issue. ...

Target, Nike and Hasbro stand to be big beneficiaries as the SCOTUS ruling could lower costs, analysts say, but stocks of retail giants like Walmart and Costco fell. ...

The chip maker's investment is a hedge against Google and a way to keep demand for its chips, an analyst says. ...

The proposed ETFs are all tied to prediction markets related to U.S. elections. ...