PC Gamer

Bluepoint tech boss suggests Sony's scared of Valve, not Microsoft, and that's why it's pulling back from PC: 'It would be quite ironic if Valve ultimately ended up winning the ...

Platforms Sony looks to be 'backing away from putting their exclusive console stuff on PC,' says Bloomberg's Jason Schreier Hardware In the battle for our living rooms, Xbox Project Helix and the ...
Yahoo Finance

Here's how private credit bosses are defending their software bets as markets scrutinize Blue Owl

Apollo CEO Marc Rowan, Ares CEO Michael Arougheti, and Blackstone President Jon GrayPATRICK T. FALLON/AFP via Getty Images/ Mike Blake/REUTERS/ Vernon Yuen for NurPhoto via Getty Images The ...
The Financial Times

Blue Owl slides below listing price as private credit worries mount

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Shares in Blue Owl Capital tumbled below their listing price amid a sell-off for private capital groups ...
Wall Street Journal

They Built the Hottest Firm on Wall Street. Now They Have to Save It.

Doug Ostrover and Marc Lipschultz seemed to have private credit figured out. The executives joined forces to launch fund manager Blue Owl Capital OWL0.11%increase; green up pointing triangle, turning ...
CNBC

Illiquid loans, investor demands: Blue Owl's software lending triggers another quake in private credit

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 ...
Reuters

Blue Owl halts redemptions at one of its funds, deepening selloff in private equity shares

NEW YORK, Feb 19 (Reuters) - Private capital firm Blue Owl Capital (OWL.N), opens new tab is selling $1.4 billion in assets from three of its credit funds so it can return capital to investors and pay ...
Barron's

Ares and Blue Owl Say They Had a Good 2025. The Stock Market Is Worried About 2026.

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Wall Street Journal

Blue Owl Dismisses Software Debt Fears After Shares Slide

Private-credit firm Blue Owl Capital joined peers Thursday in trying to redirect recent narratives tying artificial intelligence risk to their unlisted software holdings and their overall outlook, ...
Reuters

Blue Owl's Lipschultz dismisses concerns over AI disrupting software businesses

Feb 5 (Reuters) - Blue Owl's (OWL.N), opens new tab Co-CEO Marc Lipschultz dismissed fears that AI could disrupt software businesses and weigh on its technology portfolios, after such worries ...
The New York Times

Once the Hottest Bet on Wall St., Private Credit Has Started to Crack

Concerns about defaults, particularly among software companies, have spooked investors in the private credit firms that lend to them. By Maureen Farrell Private credit, an industry focused on lending ...
Morningstar

RapidFort Raises $42M Series A Led by Blue Cloud Ventures and Forgepoint Capital to Power the Next Generation of Software Supply Chain Defense

RapidFort Raises $42M Series A Led by Blue Cloud Ventures and Forgepoint Capital to Power the Next Generation of Software Supply Chain Defense RapidFort, the technical leader defining the next ...
Briefing.com

IBM Big Blue Breakout: Software and AI Power a Bullish FY26 Outlook (IBM)

IBM (IBM +5%) is sharply higher following a Q4 earnings beat. Revenue increased 12.2% yr/yr (+9% CC) to $19.69 bln, exceeding expectations and marking IBM's strongest constant-currency growth in more ...