Group 1 - Blue Owl Capital Inc. (OWL) shares have decreased by 40% since reaching an all-time high of $26.73 in January 2025 despite strong performance in its direct lending portfolio [1] - The company has accelerated its top line growth and non-GAAP distributable earnings through acquisitions [1] - The Insiders Forum, managed by Bret Jensen, focuses on small and mid-cap stocks with significant insider purchases, aiming to outperform the Russell 2000 benchmark [1]

Group 1 - Blue Owl Capital Inc. (OWL) shares have decreased by 40% since reaching an all-time high of $26.73 in January 2025 despite strong performance in its direct lending portfolio [1] - The company has accelerated its top line growth and non-GAAP distributable earnings through acquisitions [1] - The Insiders Forum, managed by Bret Jensen, focuses on small and mid-cap stocks with significant insider purchases, aiming to outperform the Russell 2000 benchmark [1]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased securities of Blue Owl Capital Inc. during the specified class period of the upcoming lead plaintiff deadline, indicating potential compensation opportunities for affected investors [1]. Group 1: Class Action Details - The class action lawsuit against Blue Owl Capital Inc. has been filed, and investors who wish to serve as lead plaintiff must act by February 2, 2026 [2]. - Investors can join the class action without incurring out-of-pocket fees through a contingency fee arrangement [1]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements in this area [3]. - The firm has secured significant settlements for investors, including over $438 million in 2019, and has been consistently ranked among the top firms for securities class action settlements [3]. Group 3: Case Allegations - The lawsuit alleges that Blue Owl made false or misleading statements regarding its asset base and liquidity issues, which were not disclosed to investors [4]. - It is claimed that these misrepresentations led to significant investor damages when the true situation was revealed [4].

Group 1 - Blue Owl Capital Inc. (OWL) is a significant player in the asset management sector, focusing on AI development through leasing data centers to major hyperscalers [1] - The company aims to identify profitable and undervalued investment opportunities primarily in the U.S. market to build a high-yield, balanced portfolio [1]

Core Insights - JP Morgan estimates a global expenditure of $5 trillion on data center construction from 2026 to 2030, while McKinsey projects this could reach $7 trillion, indicating an annual capital expenditure of approximately $1 trillion [2] - Bank of America highlights that building one gigawatt (GW) of data center capacity costs around $50 billion, suggesting that $1 trillion in annual investment could fund about 20 GW of new capacity, which is three times New York's current installed capacity of approximately 6.7 GW [3] Investment Dynamics - In 2025, significant investments are being made in AI and data centers, with companies like OpenAI, Oracle, and SoftBank committing $500 billion to the Stargate project over four years, and CoreWeave signing a $14 billion deal with Meta for computing power [4] - The funding landscape for AI investments is complex, with hyperscalers like Meta able to leverage their balance sheets for large commitments, while standalone AI developers face challenges in financing their investments [5][6] Financing Mechanisms - Morgan Stanley projects that by 2028, data center capital expenditures could reach $3 trillion, with half potentially funded by hyperscalers' cash flows and an additional $200 billion through corporate debt issuance [8] - Data centers have begun to utilize off-balance-sheet financing, with the first data center asset-backed securities (ABS) issued in 2018, and a notable increase in ABS deals in 2025, raising $13.3 billion, a 55% increase year-over-year [9][11] Market Trends - The GPU-as-a-Service (GPUaaS) model is emerging, allowing AI developers to access computing power on a rental basis, which shifts spending from upfront capital expenditures to flexible operating costs [13] - Long-term contracts with hyperscalers are being secured by neocloud providers, creating predictable cash flows that could facilitate securitization similar to traditional data center financing [14] Challenges and Concerns - Recent market corrections have raised concerns about the sustainability of AI-driven investments, with Oracle's shares dropping 43% and significant lease commitments leading to potential renewal risks [16][18] - Despite equity corrections, the overall funding landscape for AI infrastructure remains robust, with 90% of capital expenditures funded by hyperscalers' operating cash flows [20] Future Outlook - For computing power ABS and other financing vehicles to gain traction, clearer evidence of AI monetization is needed, with a viable B2B2C model potentially serving as a catalyst for mainstream adoption [21]

Core Viewpoint - Class actions have been initiated on behalf of stockholders of Blue Owl Capital, Inc. and Gauzy Ltd, with specific allegations of misleading statements and undisclosed adverse facts regarding their business operations and financial conditions [1]. Blue Owl Capital, Inc. (NYSE:OWL) - Class Period: February 6, 2025 to November 16, 2025 - Lead Plaintiff Deadline: February 2, 2026 - The complaint alleges that defendants made materially false and/or misleading statements and failed to disclose significant issues, including: - Meaningful pressure on its asset base from BDC redemptions [2] - Undisclosed liquidity issues faced by the company [2] - Likelihood of limiting or halting redemptions of certain BDCs [2] - Positive statements about the company's business were materially misleading and lacked a reasonable basis [2] Gauzy Ltd (NASDAQ:GAUZ) - Class Period: March 11, 2025 to November 13, 2025 - Lead Plaintiff Deadline: February 6, 2026 - The lawsuit claims that defendants made false and/or misleading statements and failed to disclose critical information, including: - Three of Gauzy's French subsidiaries lacked the financial means to meet their debts [3] - Substantial likelihood of insolvency proceedings being commenced [3] - Potential default under Gauzy's existing senior secured debt facilities [3] - Positive statements about Gauzy's business were materially misleading and lacked a reasonable basis [3]

Core Viewpoint - A class action securities lawsuit has been filed against Blue Owl Capital Inc. for alleged securities fraud affecting investors between February 6, 2025, and November 16, 2025 [1][2]. Group 1: Lawsuit Details - The complaint alleges that Blue Owl Capital Inc. faced significant pressure on its asset base due to redemptions from business development companies, leading to undisclosed liquidity issues [2]. - It is claimed that the company was likely to limit or halt redemptions of certain business development companies, which misled investors regarding the company's business, operations, and prospects [2]. Group 2: Investor Information - Investors who suffered losses during the specified timeframe have until February 2, 2026, to request appointment as lead plaintiff, although participation in any recovery does not require serving as lead plaintiff [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees, with no obligation to participate [3]. Group 3: Legal Firm Background - Levi & Korsinsky, LLP has a strong track record, having secured hundreds of millions of dollars for shareholders and being recognized as one of the top securities litigation firms in the United States for seven consecutive years [4].

Core Viewpoint - Investors are withdrawing significant amounts from private credit vehicles due to lower returns and concerns over credit quality in the $1.7 trillion asset class [1][3]. Withdrawal Trends - In the fourth quarter, investors in BDCs holding over $1 billion requested to withdraw more than $2.9 billion, a 200% increase from the previous period [2]. - Despite the withdrawal requests, many funds are still attracting more cash than they are losing, with fund managers honoring all redemption requests [2]. Investor Sentiment - The increase in withdrawals indicates a decline in sentiment towards private credit, driven by fears of lower returns and rising stress signs [3]. - The current environment is seen as a significant test for the non-institutional client base of many funds since the onset of COVID-19 [3]. Specific Fund Performance - Blackstone's BCRED saw withdrawal requests of about $2.1 billion, approximately 4.5% of its net assets [4]. - Blue Owl Technology Income Corp. allowed withdrawals of up to 17% of its net assets, totaling about $685 million [5]. - Ares' non-traded BDC experienced redemption requests exceeding 5% of its net assets in the fourth quarter [6]. Historical Context - Historically, redemption rates have been around 2% of a fund's net assets, indicating the current surge is notable [6]. - Blue Owl, Ares, and Blackstone reported record fundraising for private wealth products last year, with minimal losses reported across non-traded vehicles [9]. Market Dynamics - Concerns are rising regarding underwriting quality and covenant standards, prompting investors to seek liquidity and reallocate their investments [11]. - If redemption requests persist at around 5%, non-traded BDCs could face approximately $45 billion in net outflows annually, although managers are expected to manage these redemptions effectively [12]. Investor Behavior - Investors are increasingly cautious about "shadow defaults" in private credit, leading to a reevaluation of capital allocation strategies [14]. - There is a trend of reallocating capital from corporate direct lending to larger direct lending funds [14]. Future Outlook - Expectations indicate that flows into non-traded BDCs may slow as investors seek discounts on publicly traded vehicles [15]. - Firms are under pressure to find deals to deploy raised capital, which has been challenging due to a lack of mergers and acquisitions [16]. - Some funds have raised so much capital that they struggle to find enough loans to deploy, resulting in a significant portion of their portfolios being allocated to bank-syndicated loans [17].

Core Viewpoint - A class action securities lawsuit has been filed against Blue Owl Capital Inc. for alleged securities fraud affecting investors between February 6, 2025, and November 16, 2025 [1][2]. Group 1: Lawsuit Details - The complaint alleges that Blue Owl Capital Inc. faced significant pressure on its asset base due to redemptions from business development companies, leading to undisclosed liquidity issues [2]. - It is claimed that the company was likely to limit or halt redemptions of certain business development companies, which contradicts the positive statements made by the defendants regarding the company's business and prospects [2]. Group 2: Investor Information - Investors who suffered losses during the specified timeframe have until February 2, 2026, to request appointment as lead plaintiff, although participation in any recovery does not require serving as a lead plaintiff [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees, indicating no financial obligation to participate in the lawsuit [3]. Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years [4]. - The firm has been recognized in ISS Securities Class Action Services' Top 50 Report for seven consecutive years, highlighting its expertise in complex securities litigation [4].

Core Viewpoint - The Gross Law Firm is notifying shareholders of Blue Owl Capital Inc. regarding a class action lawsuit due to alleged misleading statements and undisclosed liquidity issues during a specified class period [1][3]. Group 1: Allegations - The complaint alleges that Blue Owl faced significant pressure on its asset base from redemptions by business development companies [3]. - It is claimed that the company was experiencing undisclosed liquidity issues as a result of these pressures [3]. - The lawsuit suggests that Blue Owl may need to limit or halt redemptions of certain business development companies, which contradicts previous positive statements made by the company regarding its business and prospects [3]. Group 2: Class Action Details - The class period for the lawsuit is defined as February 6, 2025, to November 16, 2025 [3]. - Shareholders are encouraged to register for the class action by February 2, 2026, to be eligible for potential recovery [4]. - Once registered, shareholders will receive updates through a portfolio monitoring software throughout the case lifecycle [4]. Group 3: Law Firm Information - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting investors' rights against deceit and fraud [5]. - The firm aims to ensure companies adhere to responsible business practices and seeks recovery for investors who suffered losses due to misleading statements [5].