News — AI supercycle headlines

Yahoo Finance16h agoneutral

Fed: Risks from private credit are 'limited and manageable'

A new report out from the Federal Reserve on Friday says risks to the financial system from private credit "appear limited and manageable."

OWL

Bloomberg18h agoneutral

Apollo, Blackstone Weigh $35 Billion Financing for Broadcom

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are among private credit lenders involved in talks with chipmaker Broadcom Inc. over a roughly $35 billion financing, the latest indication that companies are mobilizing all sources of capital to fund the AI build-out. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian Targets as Trump Demands Deal From

MarketWatch1d agoneutral

Bitcoin’s unusual technical action points to a crypto bull market, says Fundstrat’s Tom Lee

Lee says activity in recent months point to a bullish phase for cryptocurrencies.

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Bloomberg2d agobullish

Blue Owl Prepares First Fund to Buy Secondhand Private Credit

(Bloomberg) -- Blue Owl Capital is preparing to launch a debut credit secondaries strategy and is in early-stage talks with prospective investors for the fund, according to a person familiar with the matter.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsChina Asks Banks to Pause New Loans to US-Sanctioned RefinerSony to Pay

BX OWL

Reuters3d agoneutral

Blue Owl's Stack to consider $30 billion sale of Asia operations, Bloomberg News reports

Stack Infrastructure, a data centre firm owned by Blue Owl Capital, is considering its options, including a sale ‌of its Asia operations in a deal valued at more than $30 ‌billion, Bloomberg News reported on Tuesday, citing people familiar with the matter. Stack and Blue Owl did not immediately respond to a request for comment outside of business hours. The potential sale comes after Blue Owl told investors in April that it was limiting withdrawals from two of its ‌funds after a historic level ⁠of redemption requests came in for the first quarter.

OWL

TheStreet3d agoneutral

Blue Owl issues bold statement on SpaceX investment

Private credit has been under a microscope lately. Investors have been asking hard questions about exposure to software companies, rising redemptions in non-traded funds, and what happens when artificial intelligence disrupts entire industries. Blue Owl Capital has been squarely in the middle of ...

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The Wall Street Journal4d agoneutral

Australia’s Navigator Global Could Increase Deal Cadence, CEO Says

Navigator could increase the number of deals it does each year under a strategic partnership formed as part of its latest $195 million acquisition, the Australian alternative investment manager’s CEO said.

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