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19.11.25 - 21:12
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Blue Owl Scraps Merger of Private Credit Funds After Selloff (Bloomberg)
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Blue Owl Capital Inc. is calling off a merger of two of its private-credit funds after scrutiny over potential investor losses sent its shares tumbling. The firm terminated the deal between Blue Owl Capital Corp. and Blue Owl Capital Corp. II, citing current market conditions, and will re-evaluate its alternatives. Blue Owl's shares erased early gains on Wednesday in New York, on track for the lowest closing level since December 2023. Bloomberg's Sridhar Natarajan joined Carol Massar and Tim Stenovec on 'Bloomberg Businessweek Daily' to break it all down. (Source: Bloomberg)...
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19.11.25 - 19:48
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Techriesen laufen im KI-Boom in die Cash-Klemme (N-TV)
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Der Tech-Ausverkauf folgt einer Trendwende: Statt aus der Portokasse müssen Meta, Oracle & Co. den KI-Ausbau zunehmend über Schulden finanzieren. Dadurch wird das Crash-Risiko immer weiter in der Wirtschaft verteilt. Einige Vehikel wecken dabei böse Erinnerungen.. --- Morgan Stanley schätzt, dass die Techriesen bis 2028 rund 2,9 Billionen Dollar für ihre KI-Datenzentren benötigen werden. Nur knapp die Hälfte davon werden sie aus eigener Tasche bezahlen können. Die andere Hälfte wird über Fremdkapital beigesteuert, beispielsweise in Form von Anleihen, Investitionen von privaten Großinvestoren oder außerbilanziellen Schuldenvehikeln wie Metas "Hyperion"-Zweckgesellschaft.. --- Wenn OpenAI keinen Weg findet, seine Sprachmodelle in Profite zu verwandeln, droht eine Kettenreaktion: Zwei Drittel der künftigen Umsätze von Oracle hängen mit OpenAI an nur einem einzigen Kunden..
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19.11.25 - 18:42
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Blue Owl Scraps Merger of Private Credit Funds (Bloomberg)
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Blue Owl Capital is calling off a merger of two of its private-credit funds, terminating the deal between Blue Owl Capital Corp. and Blue Owl Capital Corp. II, according to a statement Wednesday. The move comes after scrutiny over potential investor losses from the move sent its shares tumbling. Dani Burger reports on Bloomberg Television. (Source: Bloomberg)...
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19.11.25 - 15:45
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Blue Horseshoe Doesn′t Like Blue Owl: Private Credit Provider Abandons Merger Plan (ZeroHedge)
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Blue Horseshoe Doesn't Like Blue Owl: Private Credit Provider Abandons Merger Plan
Less than 24 hours ago, we noted that Goldman's Delta-One Desk head, Rich Privorotsky, warned, "while we're all laser-focused on ORCL CDS and NVDA, maybe what we should have been watching was OWL and COF," following up on our extensive writing on the subject of private, as far back as March 2024 "What's Behind The Recent Explosion In Private Credit", and certainly the precipitous plunge in stock prices within the sector...
Again, as we highlighted, it got far worse in recent days following news that the alternative asset manager restricted investors from redeeming capital from one of its oldest private credit funds, sending the stock to a 2 year low.
Two days ago, Bloomberg reported that Blue Owl announced earlier this month that it would merge its $1.8 billion non-traded business development company, Blue Owl Capital Corporation II, with its $17.6 billion publicly listed vehic...
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07.11.25 - 12:24
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October in Review: 10 Top Technology Press Releases (PR Newswire)
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A roundup of the most newsworthy tech announcements from PR Newswire, including Johnson Controls' investment in Accelsius, Meta's joint venture with Blue Owl Capital and S&P Global's acquisition of With Intelligence. NEW YORK, Nov. 7, 2025 /PRNewswire/ -- With thousands of press releases......
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