Blue Owl Capital Inc (OWL) Price

Micron Stock Jumps 10% on Bank of America Upgrade

Micron Technology (MU) stock increased by 10.21% to $248.55 after Bank of America upgraded its rating to 'Buy' and set a $300 price target.

SoftBank Sells $186M SYM as Insiders Buy CRM, OWL

SoftBank sold $186 million of Symbotic stock in December, while insiders at Salesforce and Blue Owl Capital purchased a combined $30.9 million in shares, signaling diverging confidence.

AI Stocks Fall as $10B Oracle Data Center Deal Collapses

Oracle (ORCL) shares fell nearly 5% after asset manager Blue Owl Capital withdrew from funding a $10 billion data center project, sparking a wider sell-off in AI-related stocks on December 17.

AI Arms Race Splits Tech Giants' Fortunes

A widening divide in AI infrastructure spending sees cash-rich Alphabet funding growth internally while Oracle takes on $248 billion in lease obligations, sparking credit market concerns.

Blue Owl Bets $3B on AI as Analysts Split on Valuation

Blue Owl Capital's fair value estimate increased to $21.40 per share as analysts offer mixed reviews, with price targets ranging from $19 to $27, following its Q3 results and a $3 billion investment in an AI data center project.

Blue Owl Invests $40M in Coremont to Expand Analytics

Portfolio analytics firm Coremont secured a $40 million strategic investment from Blue Owl Capital on December 3, 2025, to accelerate innovation and product expansion.

Splitero $283M HEI Securitization Attracts 9.25x Investor Demand

Fintech firm Splitero, backed by Blue Owl and Antarctica Capital, closed its inaugural $283.3 million home equity investment securitization, which saw record investor demand and was 9.25x oversubscribed.

Finance of America Gains $2.5B From Blue Owl for Retirement Lending

Finance of America announced a $2.5 billion strategic partnership with Blue Owl, including a $50 million equity investment, to expand its home equity lending products for retirees.

Blue Owl Capital Sued Over BDC Redemption Disclosures

A class-action lawsuit has been filed against Blue Owl Capital (NYSE: OWL), alleging the firm made false and misleading statements regarding the financial health and liquidity of its Business Development Companies (BDCs).

AI Energy Demand Sparks GOP Political Schism

The Trump administration's aggressive promotion of artificial intelligence is encountering significant political friction, including from within the Republican party. This opposition is fueled by voter concerns over soaring electricity prices and the environmental impact of energy-intensive data centers, creating a divide between national strategic objectives and local economic realities.

Apollo Chief Signals Risk in AI Data Center Equity

Apollo CEO Marc Rowan has issued a warning on the long-term viability of AI data center investments, citing the significant but often overlooked risk of lease renewals in 15-20 years. While the sector is currently buoyed by intense demand, this long-term uncertainty is prompting a strategic reassessment among major institutional investors.

Brookfield Bids $2.7B To Power AI With Nuclear Energy

Brookfield Asset Management has offered $2.7 billion to revive an abandoned nuclear power project in South Carolina, aiming to sell the electricity directly to high-demand customers like data centers. The move highlights a major strategic shift in energy investment, driven by the artificial intelligence industry's voracious power requirements.

Hecla Mining Rallies on Silver Surge, S&P 400 Entry

Hecla Mining stock has surged over 240% year-to-date, driven by record-high silver prices above $60 per ounce and its upcoming inclusion in the S&P MidCap 400 index. The rally is supported by record Q3 earnings and rapid balance sheet deleveraging, positioning the company as a key player in the precious metals market.

Apollo Defines Private Credit Amid Surging Mega-Deals

Apollo Global Management CEO Marc Rowan announced the firm will publish a "definitive book" to clarify the definition and risks of private credit, countering what he calls media-driven misconceptions. The move aims to stabilize the narrative around the burgeoning asset class.

Analyst Upgrades and Corporate Guidance Drive Market Movers

Raymond James upgraded Blue Owl Capital (OWL) to Strong Buy, citing strong fundamentals. This reflects a broader market trend where analyst ratings and corporate guidance are creating significant price action in stocks like Oracle, Cipher Mining, and Exxon Mobil, signaling a market highly responsive to expert commentary and strategic shifts.

Blue Owl Cancels Private Credit Fund Merger After Investor Backlash and Stock Decline