AI ignites demand for tradespeople powering data center buildout
Demand for new AI data centers is surging, but they can’t build themselves. Big Tech is funneling billions…
Imminent Crisis or ‘No Big Deal’
(Bloomberg) — Even in the world of private credit, which for months has pitted skeptics against true believers…
Blue Owl Sold Loans to Pensions, Own Insurance Asset Manager
(Bloomberg) — Blue Owl Capital Inc., facing a looming deadline to return cash in one of its private…
5 things to know before the stock market opens Friday
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. I’ve spent the…
Private credit stocks plummet on concern about exposure to software industry disrupted by AI
Blue Owl signage outside the Seagram Building at 375 Park Avenue in the Midtown East neighborhood of New…
AI capex spending fears spread to bond market following tech jitters
U.S. tech giants’ push to finance a massive artificial intelligence infrastructure boom is testing bond market appetite as…
Credit Fraud Fears Loom After BlackRock’s HPS Zeros Out Bad Loan
The ink was barely dry on BlackRock Inc.’s $12 billion acquisition of HPS Investment Partners when executives at…
What’s likely to move the market in the next trading session
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and…
Credit Fuels the AI Boom — and Fears of a Bubble
Sam Altman (Bloomberg) — Credit investors are pouring billions of dollars into artificial intelligence investments, just as industry…
Private Lenders From Blue Owl to Blackstone Ready for 401(k) Win
When word spread last week that President Donald Trump is keen to spur more private assets into retirement…
BlackRock’s Key Retirement Funds to Get Private Assets in 2026
BlackRock Inc. said it expects to start offering its own target-date retirement funds that include private assets next…