All right, we have a big hour ahead for you and let's start with a key investor narrative right now. DCLA managing partner Sarat Sati is here with this for the entire hour. Sarat, I I wonder what you make of just what's happening with the price action today.It's not surprising perhaps that the market is down. The markets do actually go down every once in a while, but is it surprising to you just how much it's falling today and what's actually leading it to the downside. So I would say it's not surprising Do ...

JPMorgan Chase & Co (NYSE:JPM) shares are lower Monday afternoon, falling as investors dumped financials amid a broad sell-off tied to mounting worries over private credit and AI-linked credit risks. The broader State Street Financial SPDR ETF (NYSE:XLF) dropped more than 3%, with big banks and asset managers leading declines.Here’s what investors need to know.JPMorgan Chase stock is feeling bearish pressure. What’s pressuring JPM stock?Blue Owl Redemption Shift UnnervesRecent headlines about "halting redem ...

By Matt Tracy and Saeed Azhar Feb 23 (Reuters) - Software companies are delaying debt deals as higher borrowing costs and tougher scrutiny from lenders weigh on the sector, at a time when mounting pressure from artificial intelligence threatens their business models, industry sources said. Software firms both in the U.S. and elsewhere have already paused or postponed fundraising efforts as ‌lenders and investors expect AI to upend the industry. These concerns have been underscored in loan markets, where ...

The Blue Owl selloff has made it the focus of investor fears about private credit's $1.8 trillion corner of global finance https://t.co/967y81RRTQ ...

Group 1 - The article discusses the potential for investors to position themselves in undervalued stocks that are mispriced by the market as of the end of February [1] - Stone Fox Capital, based in Oklahoma, is led by Mark Holder, a CPA with 30 years of investing experience, including 15 years as a portfolio manager [2] - The investing group "Out Fox The Street" provides stock picks, deep research, model portfolios, daily updates, real-time alerts, and community chat for investors [2] Group 2 - The article emphasizes the importance of conducting personal research or consulting a financial advisor before making investment decisions [4] - It highlights that past performance is not indicative of future results and that no specific investment recommendations are provided [5]

知名对冲基金经理Boaz Weinstein旗下的Saba Capital周五宣布，将以低于净资产价值20%至35%的折价收购Blue Owl旗下三只基金的份额。这一报价直接挑战了这家管理规模达3070亿美元的私募信贷巨头对其资产估值的可 信度，并加剧了市场对2万亿美元私募信贷行业资产标记准确性的质疑。 此举正值Blue Owl面临严峻考验之际。本周早些时候，该公司旗下零售债务工具Blue Owl Capital Corporation II （OBDC II）永久性暂停赎回，转而通过资产出售等方式定期向投资者返还资本。为缓解流动性压力，Blue Owl本周宣布以面值99.7%的价格出售三只基金中价值14亿美元的贷款资产，试图证明其投资组合质量稳健。 | FIGURE 1. Details of OWL BDC Portfolio Being Sold | | --- | | | OBDCII | OTIC | OBDC | | --- | --- | --- | --- | | | Blue Owl Capital | Blue Owl | Blue Owl Capital | | | Corp II | ...

THE PRESIDENT OF SYRIA WHO I ESSENTIALLY PUT THERE, IS DOING A PHENOMENAL JOB. HE'S A ROUGH GUY, HE'S NOT A CHOIR BOY. A CHOIR BOY COULDN'T DO IT. BUT SYRIA IS COMING TOGETHER, REALLY COMING TOGETHER WELL. THUS FAR HE'S BEEN REALLY GOOD TO THE KURDS. >> MR. PRESIDENT, WHAT IS YOUR MESSAGE TO THE IRANIAN PEOPLE? DO YOU HAVE ANY MESSAGE TO THE IRANIAN PEOPLE? PRES. TRUMP: IN IRAN, OR PEOPLE HERE? >> PEOPLE IN IRAN. PRES. TRUMP: UH, THEY BETTER NEGOTIATE A FAIR DEAL. THE PEOPLE IN IRAN ARE A LOT DIFFERENT THAN ...

Blue Owl BDC's CEO Craig Packer speaks during an interview with CNBC on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 19, 2025.The latest tremor in the private credit world involved a deal that should've been reassuring to markets. Blue Owl, a direct lender specializing in loans to the software industry, said Wednesday it had sold $1.4 billion of its loans to institutional investors at 99.7% of par value. That means sophisticated players scrutinized the loans and the companies ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Katie Greifeld taking you through to that closing bell. It's a global simulcast.Carol Massar and Emily Graffeo Join us now. Welcome to our audiences across all of our bloomberg platforms, television, radio, our partnership with YouTube here on a big day, at least if you're into the Supreme Court, which I'm told is hot these days. Carol Massar a big Supreme Court ruling against those Liberation Day tariffs, the mar ...

Market Overview - The market reaction to the Supreme Court ruling against Liberation Day tariffs was relatively muted, indicating ongoing investor uncertainty [2][4]. - The Dow Jones Industrial Average ended the day up by about 0.5%, while the S&P 500 increased by approximately 0.7% [7]. - The Russell 2000, which includes small-cap stocks, finished unchanged, reflecting a divergence in market performance [8]. Sector Performance - The communications services sector was the biggest gainer, up by about 2.7%, driven by Alphabet [9]. - Energy and healthcare sectors were the only ones to finish in the red, with energy down about 0.7% and healthcare down about 0.3% [10]. - Overall, 334 names in the S&P 500 saw gains, with 169 declining [8]. Individual Stock Highlights - FDX (Comfort Systems) was the top gainer in the S&P 500, hitting an all-time high with a gain of about 6.5% [11]. - General Electric also reached an all-time high, closing up about 2.5% [13]. - Alphabet was the top gainer in the NASDAQ 100, increasing by about 4%, as the company explores new markets for its AI chips [15]. Company-Specific News - Blue Owl shares fell by 4% due to concerns over liquidity in private credit, following the restriction of withdrawals from one of its funds [17]. - Wal-Mart's stock decreased by 1.5% after a recommendation cut from HSBC, despite solid fourth-quarter results [20]. - CoreWeave shares dropped by 8% amid fears regarding financing for a $4 billion data project [22].