OwlDAO (OWL) news

Blue Owl Capital Publishes Third-Quarter 2026 Earnings Call Transcript

BLUE OWL CAPITAL INC. <OWL.N>: BMO RAISES TARGET PRICE TO $12 FROM $11

BLUE OWL CAPITAL INC. <OWL.N>: KBW RAISES TARGET PRICE TO $10.50 FROM $9.00

Updated version 1 - Blue Owl’s third-quarter profit exceeded expectations, with AUM reaching a record $330 billions.

Blue Cat's profits increased in the third quarter, with assets under management reaching $330 billions.

Blue Owl Capital Q3 2026 net income more than triples year over year to $19.96 million; Q3 2026 revenues rise 11% year over year to $806.53 million

Oracle Commits to AI Bet Yielding Returns Earlier Than Expected, Predicts Positive Free Cash Flow in Second Half of Fiscal 2028 and Reduced Capital Expenditures in Fiscal 2029

Hilary Maxson, Chief Financial Officer of Oracle, stated at Investor Day that Oracle expects its free cash flow to turn positive in the second half of fiscal year 2028, and to exceed $30 billion in fiscal year 2029—whereas the market previously expected this indicator to become positive only in fiscal year 2030. She also predicted that capital expenditures will decrease in fiscal year 2029, and set a cap of $20 billion for additional financing before fiscal year 2030. Following the news, Oracle’s stock price surged over 13%.

AI Just Put a $5 Million-a-Day Price Tag on Its Biggest Bottleneck

BLUE OWL CAPITAL CORP <OBDC.N>: RAYMOND JAMES CUTS TARGET PRICE TO $11 FROM $12

Wall Street collectively rushes to "extinguish panic" over CoreWeave: Don't use one company to negate the entire AI cycle!

Barclays pointed out that CoreWeave's approximately $1.5 billion unsecured bonds account for a very small portion of its total $35 billion debt, yet the market is treating them as a barometer for the entire AI capital expenditure cycle. This is similar to how, during the 2023 Silicon Valley Bank crisis, the $4 billion regional bank ETF was used to predict a U.S. recession. Goldman Sachs believes that the market is using the wrong benchmark, noting that unsecured bonds do not represent the real incremental financing cost. JPMorgan states that banks' exposure is secured and the risks are controllable.

BUZZ - Brokerages say that data center financing will be one of the key themes in upcoming asset management company financial reports.

Blue Owl Finance Increases Revolving Credit Facility to $3.23 Billion

BLUE OWL CAPITAL INC. <OWL.N>: TD COWEN RAISES TARGET PRICE TO $16 FROM $15

Sector Update: Financial Stocks Decline Pre-Bell Wednesday

09:24 AM EDT, 10/07/2026 (MT Newswires) -- Financial stocks were declining pre-bell Wednesday, with the State Street Financial Select Sector SPDR ETF (XLF) 0.5% lower. The Direxion Daily Financial Bull 3X Shares (FAS) was down 1.9% and its bearish counterpart Direxion Daily Financial Bear 3X Shares (FAZ) was 1.7% higher. HSBC (HSBC) is considering sweeping job cuts in its UK wealth management business as part of a drive toward AI-powered services, the Financial Times reported, citing people familiar with the plans. Shares of HSBC were down more than 3% premarket. Third Coast Bancshares (TCBX) signed a definitive deal to acquire Great Plains Bancshares in an all-stock transaction valued at about $239.6 million, the companies said. Third Coast Bancshares stock was up more than 2% pre-bell. Blue Owl (OWL) plans to expand its insurance business to gain more long-term capital for new investments, Co-Chief Executive Doug Ostrover said at a Financial Times and Latham & Watkins conference in London, the Financial Times reported. Blue Owl Capital stock was down more than 1% premarket.

Dow Jones Top Financial Services Headlines at 12 AM ET: KKR Strikes Deal to Buy Private-Capital Fund Administrator Gen II | Bank ...

KKR Strikes Deal to Buy Private-Capital Fund Administrator Gen II Private-capital funds have proliferated in recent years as investors seek to reduce reliance on public markets. ---- Bank Stocks Are Haunted by the Ghosts of 2023 Lenders have stronger balance sheets now as they face a new rate-hiking cycle. ---- Intesa Sweetens Monte dei Paschi Bid to $35.3 Billion, But Warns on Rival Deals The bank sweetened the total offer value and warned it could pull out if Monte dei Paschi shareholders backed rival deals. ---- Trump Accounts' Extraordinary Expansion Puts Individual Stocks Into Kids' Holdings The latest shift in the program ties children's wealth building directly to the fate of particular companies. ---- BofA's Merrill Agrees to $39 Million Settlement Over Low Interest Rates on Retirement Accounts The long-running cash sweep legal case centered on how the company moved, or swept, some Merrill Edge customers' idle cash into accounts that paid interest that was below prevailing rates. ---- Warren and Hawley to Probe Insurers Over Zero-Payout Claims The senators, one a Republican and the other a Democrat, question whether companies are driving profits with 'tactics to delay payments.' ---- Financial Services Roundup: Market Talk Find insight on bitcoin, Intesa's bid for Banca Monte dei Paschi di Siena and more in the latest Market Talks covering Financial Services. ---- Two Blue Owl Private Credit Funds See Redemption Requests Well Above 5% Investors move to pull another $4.2 billion from two funds. ---- Ant-Backed Fintech Mynt Valued at Around $7 Billion in Philippine IPO The IPO is set to become one of the Philippine Stock Exchange's largest ever listings. ---- IG Group Shares Dive 27% After Trading Platform Slashes 2026 Guidance The investment platform said in an unscheduled trading update that it expects third-quarter revenue to fall 14%. ---- UBS Shareholder Calls for Bank to Leave Switzerland U.S. investor Artisan Partners has urged the bank to part ways with its home country over new capital rules. ----

Dow Jones Top Financial Services Headlines at 4 PM ET: Bank Stocks Are Haunted by the Ghosts of 2023 | Intesa ...

Bank Stocks Are Haunted by the Ghosts of 2023 Lenders have stronger balance sheets now as they face a new rate-hiking cycle. ---- Intesa Sweetens Monte dei Paschi Bid to $35.3 Billion, But Warns on Rival Deals The bank sweetened the total offer value and warned it could pull out if Monte dei Paschi shareholders backed rival deals. ---- Trump Accounts' Extraordinary Expansion Puts Individual Stocks Into Kids' Holdings The latest shift in the program ties children's wealth building directly to the fate of particular companies. ---- BofA's Merrill Agrees to $39 Million Settlement Over Low Interest Rates on Retirement Accounts The long-running cash sweep legal case centered on how the company moved, or swept, some Merrill Edge customers' idle cash into accounts that paid interest that was below prevailing rates. ---- Warren and Hawley to Probe Insurers Over Zero-Payout Claims The senators, one a Republican and the other a Democrat, question whether companies are driving profits with 'tactics to delay payments.' ---- Financial Services Roundup: Market Talk Find insight on Allianz Global Investors, RHB Bank more in the latest Market Talks covering Financial Services. ---- Two Blue Owl Private Credit Funds See Redemption Requests Well Above 5% Investors move to pull another $4.2 billion from two funds. ---- Ant-Backed Fintech Mynt Valued at Around $7 Billion in Philippine IPO The IPO is set to become one of the Philippine Stock Exchange's largest ever listings. ---- IG Group Shares Dive 27% After Trading Platform Slashes 2026 Guidance The investment platform said in an unscheduled trading update that it expects third-quarter revenue to fall 14%. ---- UBS Shareholder Calls for Bank to Leave Switzerland U.S. investor Artisan Partners has urged the bank to part ways with its home country over new capital rules. ---- Wall Street's Trading Desks Come Down From a Record High Bankers expect third-quarter revenue to be better than normal, but not to match the big gains earlier this year ---- Amex Adds AI, Expense Tracking to Co

Dow Jones Top Financial Services Headlines at 11 AM ET: Bank Stocks Are Haunted by the Ghosts of 2023 | Warren ...

Bank Stocks Are Haunted by the Ghosts of 2023 Lenders have stronger balance sheets now as they face a new rate-hiking cycle. ---- Warren and Hawley to Probe Insurers Over Zero-Payout Claims The senators, one a Republican and the other a Democrat, question whether companies are driving profits with 'tactics to delay payments.' ---- Intesa Sweetens Monte dei Paschi Bid to $35.3 Billion, But Warns on Rival Deals The bank sweetened the total offer value and warned it could pull out if Monte dei Paschi shareholders backed rival deals. ---- Financial Services Roundup: Market Talk Find insight on Allianz Global Investors, RHB Bank more in the latest Market Talks covering Financial Services. ---- Two Blue Owl Private Credit Funds See Redemption Requests Well Above 5% Investors move to pull another $4.2 billion from two funds. ---- Ant-Backed Fintech Mynt Valued at Around $7 Billion in Philippine IPO The IPO is set to become one of the Philippine Stock Exchange's largest ever listings. ---- IG Group Shares Dive 27% After Trading Platform Slashes 2026 Guidance The investment platform said in an unscheduled trading update that it expects third-quarter revenue to fall 14%. ---- UBS Shareholder Calls for Bank to Leave Switzerland U.S. investor Artisan Partners has urged the bank to part ways with its home country over new capital rules. ---- Another Fed Official Suggests Next Rate Increase Can Wait Vice Chair Jefferson echoes another central bank official who cast doubt on an October hike. ---- Why Veteran Strategists on Wall Street Are Bracing for Greater Volatility BCA Research's Arthur Budaghyan warns U.S. bonds could continue to slide until financial conditions tighten. ---- Wall Street's Trading Desks Come Down From a Record High Bankers expect third-quarter revenue to be better than normal, but not to match the big gains earlier this year ---- Hedge-Fund Managers Lose Out on Lucrative Tax Strategy Appeals court rulings deny a path to avoiding the 3.8% federal self-employment tax. ---- SEC Moves to Expand Access to Priva

Banks retreat, bond discounts, and it's hard to borrow money for the AI construction boom

Discounted sales of high-yield bonds have become the new norm—among this year's $55 billion related bonds, the most recent four issuances were all at a discount; major banks such as Société Générale and Mitsubishi are adopting a more cautious approach; Oracle's force majeure event has further prompted lenders to tighten their terms. With $700 billion in capital expenditures from mega-tech companies competing for financing, combined with rising Treasury yields, the cost of funding for some projects is approaching the break-even point. Developers with lower ratings and less experience are being hit first.

Dow Jones Top Financial Services Headlines at 7 AM ET: Bank Stocks Are Haunted by the Ghosts of 2023 | Warren ...

Bank Stocks Are Haunted by the Ghosts of 2023 Lenders have stronger balance sheets now as they face a new rate-hiking cycle. ---- Warren and Hawley to Probe Insurers Over Zero-Payout Claims The senators, one a Republican and the other a Democrat, question whether companies are driving profits with 'tactics to delay payments.' ---- Intesa Sweetens Monte dei Paschi Bid to $35.3 Billion, But Warns on Rival Deals The bank sweetened the deal to a total offer value to 31.4 billion euros from 30.6 billion euros previously. ---- Two Blue Owl Private Credit Funds See Redemption Requests Well Above 5% Investors move to pull another $4.2 billion from two funds. ---- Ant-Backed Fintech Mynt Valued at Around $7 Billion in Philippine IPO The IPO is set to become one of the Philippine Stock Exchange's largest ever listings. ---- IG Group Shares Dive 27% After Trading Platform Slashes 2026 Guidance The investment platform said in an unscheduled trading update that it expects third-quarter revenue to fall 14%. ---- UBS Shareholder Calls for Bank to Leave Switzerland U.S. investor Artisan Partners has urged the bank to part ways with its home country over new capital rules. ---- Financial Services Roundup: Market Talk Find insight on ING Groep, Commerzbank, Partners Group Holding and more in the latest Market Talks covering Financial Services. ---- Another Fed Official Suggests Next Rate Increase Can Wait Vice Chair Jefferson echoes another central bank official who cast doubt on an October hike. ---- Why Veteran Strategists on Wall Street Are Bracing for Greater Volatility BCA Research's Arthur Budaghyan warns U.S. bonds could continue to slide until financial conditions tighten. ---- Wall Street's Trading Desks Come Down From a Record High Bankers expect third-quarter revenue to be better than normal, but not to match the big gains earlier this year ---- Hedge-Fund Managers Lose Out on Lucrative Tax Strategy Appeals court rulings deny a path to avoiding the 3.8% federal self-employment tax. ---- SEC Moves to Expand Access to Pri

Dow Jones Top Financial Services Headlines at 12 AM ET: Two Blue Owl Private Credit Funds See Redemption Requests Well Above 5% | Ant-Backed ...

Two Blue Owl Private Credit Funds See Redemption Requests Well Above 5% Investors move to pull another $4.2 billion from two funds. ---- Ant-Backed Fintech Mynt Valued at Around $7 Billion in Philippine IPO The IPO is set to become one of the Philippine Stock Exchange's largest ever listings. ---- IG Group Shares Dive 27% After Trading Platform Slashes 2026 Guidance The investment platform said in an unscheduled trading update that it expects third-quarter revenue to fall 14%. ---- UBS Shareholder Calls for Bank to Leave Switzerland U.S. investor Artisan Partners has urged the bank to part ways with its home country over new capital rules. ---- Financial Services Roundup: Market Talk Find insight on ING Groep, Commerzbank, Partners Group Holding and more in the latest Market Talks covering Financial Services. ---- Another Fed Official Suggests Next Rate Increase Can Wait Vice Chair Jefferson echoes another central bank official who cast doubt on an October hike. ---- Why Veteran Strategists on Wall Street Are Bracing for Greater Volatility BCA Research's Arthur Budaghyan warns U.S. bonds could continue to slide until financial conditions tighten. ---- Wall Street's Trading Desks Come Down From a Record High Bankers expect third-quarter revenue to be better than normal, but not to match the big gains earlier this year ---- Hedge-Fund Managers Lose Out on Lucrative Tax Strategy Appeals court rulings deny a path to avoiding the 3.8% federal self-employment tax. ---- SEC Moves to Expand Access to Private Markets With Proposed Change to Accredited Investor Rule The Securities and Exchange Commission proposed a test to determine whether an investor qualifies as accredited, granting access to nonpublic investment opportunities. ---- Amex Adds AI, Expense Tracking to Corporate Card to Counter Fintech Rivals American Express has rolled out an expense-management platform with AI features alongside its new corporate card, as the company's corporate business faces mounting competition from fintechs. ---- Robinhood's Next Big

Dow Jones Top Financial Services Headlines at 4 PM ET: Two Blue Owl Private Credit Funds See Redemption Requests Well Above 5% | Ant-Backed ...

Sector Update: Financial Stocks Edge Higher in Afternoon Trading

BLUE OWL CAPITAL, INC. <OWL.N>: WELLS FARGO INITIATES COVERAGE WITH EQUAL WEIGHT RATING AND TARGET PRICE $10

BLUE OWL CAPITAL INC. <OWL.N>: WELLS FARGO INITIATES COVERAGE WITH EQUAL WEIGHT RATING; TARGET PRICE $10

Blue Owl Capital updates financial calendar with upcoming quarterly earnings release and call

Blue Owl Capital to report Q3 results, host conference call

Sector Update: Financial Stocks Rise Late Afternoon

Sector Update: Financial Stocks Rise in Afternoon Trading

Data center IPO hopefuls brave tougher market as investor scrutiny grows

Market Chatter: Blue Owl's Stack Infrastructure to Delay Project Jupiter by a Year