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Blue Owl

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Situations

[ACTIVE] [TECHNOLOGY] [US] [CA] [GB]

Quantum and AI infrastructure growth accelerates

56 clusters · 138 sources · last updated

Latest: JPMorgan upgrades IREN to overweight on Nvidia partnership

The quantum and AI infrastructure sectors continue to see rapid expansion. IonQ has reported significant revenue growth, including a second-quarter 2026 revenue of approximately $80 million, a 287% year-over-year increas

[QUIET] [BUSINESS] [US]

Private credit market instability and rising defaults

4 clusters · 12 sources · last updated

Latest: Private credit stress rises among small and middle-market borrowers

The $1.8 trillion private credit market is experiencing increasing instability as default rates and non-accruing loans reach multi-year highs. While some industry leaders describe the current environment as a normal cred