Group 1 - Blue Owl Capital's shares fell nearly 3% in pre-market trading following the sale of $1.4 billion in loan assets from three private debt funds [1] - The sale involved four North American pension and insurance investors, with the loans sold at 99.7% of par value [1] - The largest portion of the sale came from the Blue Owl Capital Corporation II fund (OBDC II), which sold $600 million in loans, representing about 34% of its $1.7 billion portfolio [2] Group 2 - Following the sale, OBDC II will discontinue regular quarterly liquidity payments to its investors, marking a significant change in its strategy [2] - The stock was reported down 2.8% in pre-market trading as of 8:06 a.m. ET [2]

Three months after Blue Owl Capital shelved a merger between two private credit funds, it has found a different way to provide investors with promised liquidity – selling loans https://t.co/P3vJlvpvjT ...

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation for allegedly misleading investors about its AI infrastructure capabilities and the financial implications of its capital expenditures [1][2]. Allegations - The complaint claims that Oracle misrepresented its data center capabilities for AI infrastructure and falsely assured investors that significant capital expenditures would lead to rapid revenue growth [2]. - It is alleged that Oracle did not disclose that its AI infrastructure strategy would lead to substantial increases in capital expenditures without corresponding near-term revenue growth, raising concerns about its debt, credit rating, and free cash flow [2]. Stock Performance Impact - Following a series of disclosures from September to December 2025, Oracle's stock experienced a significant decline [3]. - On December 17, 2025, Oracle's stock price fell by $10.19 per share, approximately 5.4%, closing at $178.46 after a report indicated that Blue Owl Capital withdrew from a $10 billion funding deal for Oracle's data center due to concerns over Oracle's spending and debt levels [3]. Shareholder Actions - Shareholders may participate in the class action against Oracle and must submit their papers to the court by April 6, 2026, if they wish to serve as lead plaintiff [4]. - Shareholders can choose to remain absent class members and still be eligible for recovery without participating in the case [4]. Legal Representation - Robbins LLP operates on a contingency fee basis, meaning shareholders incur no fees or expenses for representation [5].

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Vestwell has raised $385 million in Series E funding led by Blue Owl Capital and Sixth Street Growth, doubling the savings platform company’s valuation to $2 billion since December 2023 and its Series D.  The round brings the total capital raised to $660 million. Neuberger Berman, SLW, Morgan Stanley, Franklin Templeton, TIAA Ventures and HarbourVest also participated in the round. There ...

RADNOR, Pa., Feb. 17, 2026 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP informs investors that the firm has filed a securities fraud class action lawsuit against Oracle Corporation (NYSE: ORCL) (“Oracle” or the “Company”) on behalf of investors who purchased or acquired Oracle common stock between June 12, 2025, and December 16, 2025, inclusive (the “Class Period”). This action, captioned Barrows v. Oracle Corporation, et al., Case No. 1:26-cv-00127-JLH, was filed on February 3, 20 ...

RT Bloomberg Live (@BloombergLive)As AI infrastructure reshapes capital needs, @BlueOwlCapital's Marc Lipschultz offers a front-line view of where private markets are headed—and why the transition is just getting started—at #BloombergInvest.Live 3/4 at 11:35 AM ET! 📺https://t.co/eeTrczfbKe https://t.co/cf5QgXpiTt ...

Core Viewpoint - Ernst & Young has identified Meta Platforms' accounting treatment of a $27 billion data center project as a "critical audit matter," indicating it is one of the most complex aspects of the audit [1][3]. Group 1: Audit Complexity - The audit conclusion regarding Meta's treatment of the project is particularly challenging due to the need for significant professional judgment to determine that Meta is not the primary beneficiary [2][4]. - Ernst & Young has not disagreed with Meta's accounting treatment, but the identification of this matter as complex suggests potential scrutiny in future audits [1][3]. Group 2: Project Details - The project, named "Hyperion," is structured as a joint venture between Meta and Blue Owl Capital [1][3]. - Meta accounts for the joint venture as a "variable interest entity" and claims it is not the primary beneficiary, allowing it to exclude the project's assets and liabilities from its balance sheet [1][3].

Meta在最新年报中收到审计机构的罕见警示，安永会计师事务所将其价值270亿美元的数据中心项目会 计处理标记为"关键审计事项"，凸显其判断的复杂性和风险性。 据华尔街日报周四报道，尽管安永最终认可了Meta的会计处理方式，但这一警示标签在大型审计客户 的特定高调交易中极为罕见。该项目名为Hyperion，Meta通过与Blue Owl Capital成立合资企业的方式， 将其从资产负债表中剥离。 安永在报告中指出，审计Meta的结论"尤其具有挑战性，因为需要做出重大判断"来确定Meta不是该合资 企业的"主要受益人"。这一会计安排已引发投资者和立法者的审视。 四位民主党参议员包括Elizabeth Warren在1月22日致信财政部长贝森特领导的金融稳定监督委员会， 要求调查与人工智能相关的债务对金融系统构成的风险，并特别点名Meta与Blue Owl的合资安排"体现 了这类安排的典型特征"。 270亿美元项目的表外处理 据The Information报道，Meta去年10月将Hyperion数据中心项目转移至与Blue Owl Capital的新合资企 业。Meta持有该合资企业20%股权，Blue Ow ...

Blue Owl Capital-owned data center company Stack Infrastructure is seeking a loan of around $2.1 billion, according to sources, as it accelerates development in Australia to meet surging demand for AI and cloud services https://t.co/Kpo5fudbag ...

格隆汇2月12日｜据华尔街日报，Meta最新年度报告中包含一则不同寻常的投资者提示。审计机构安永 就Meta为将一项价值270亿美元的数据中心项目移出资产负债表所采用的财务安排发出警示，将其列 为"关键审计事项"。这是审计机构在审计过程中所需作出的最艰难、风险最高的判断之一。Meta于去年 10月将Hyperion数据中心项目剥离出表，转入与Blue Owl Capital成立的新合资企业。Meta持有该合资企 业20%的股权，由Blue Owl管理的基金持有其余80%。持有Blue Owl股份的控股公司Beignet Investor向 投资者发行了当时创纪录的273亿美元债券。Meta关于其不对该合资企业拥有控制权的说法存在争议， 并引发投资者和立法者的关注。Meta作为一家超大规模云计算运营商，具备运营数据中心的专业能 力，而Blue Owl则是一家投资公司。该合资企业能否实现经济上的成功，将取决于Meta的决策和专业能 力。 ...