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Bosa/Wu: Private equity is about to eat its own software portfolio
Editor’s note: The following article is a commentary on some of the top trends in technology and its broader impact. The technology to disrupt enterprise software already exists. What’s been missing is the forcing function. A potential tie-up between artificial intelligence and private equity could be exactly that. The Information reported Wednesday that Anthropic is […]
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Stocks making the biggest moves premarket: Bumble, Hims & Hers Health, Blue Owl, Netskope & more
Check out the companies making headlines before the bell. Bumble — Bumble shares popped about 21% after the dating app reported strong adjusted EBITDA and revenue results for its fourth quarter. Its first-quarter adjusted EBITDA guidance also beat analyst consensus expectations, per FactSet. Netskope — Shares of the security and networking company plunged 17% on […]
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Boaz Weinstein warns of private credit’s “financial alchemy,” says problems are multiplying by the quarter
A version of this article appeared in CNBC’s Inside Alts newsletter, a guide to the fast-growing world of alternative investments, from private equity and private credit to hedge funds and venture capital. Sign up to receive future editions, straight to your inbox. The problems in private credit are “multiplying by the quarter,” due in part to the […]
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Investors poured billions into private credit. Now many want their money back
The rush for the exits in private credit is prompting fresh scrutiny of the sector’s less-liquid structures and its rapid expansion into the retail wealth space. Blackstone has become the latest fund manager to be hit by a surge in requests from investors to withdraw from its flagship private credit strategy. The asset manager said […]
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Gulf oil trade, Pentagon’s AI usage, Gen Z’s analog obsession and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. Treasury Secretary Scott Bessent told CNBC this morning that President Donald Trump’s 15% global tariff would be implemented this week. He also said the U.S. would make “a series of announcements” to support oil trade in the Gulf. Stock futures […]
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Blackstone’s Gray: Market ‘noise’ fueled record redemptions from world’s largest private credit fund
Key Points Blackstone president Jon Gray defended the quality of loans within the firm’s flagship private credit fund after investors as concerns in the sector are growing. Source
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The global M&A boom is rolling into 2026 as AI sparks deal frenzy — but cash is getting tight
Key Points Merger-and-acquisition activity roared back to life last year despite a sluggish start. Markets are betting that the surge will continue. While the appetite for deals remains strong, the pool of discretionary capital to fund them is historically thin. Source
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Jamie Dimon says ‘watch out’ as lofty asset prices add to economic risks: ‘My anxiety is high’
Key Points Even as economists tout the Trump administration’s tax and deregulatory policies as boosting economic growth this year, JPMorgan Chase CEO Dimon said that his own tendencies were to consider what could go wrong. “My own view is people are getting a little comfortable that this is real, these high asset prices and high […]
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Illiquid loans, investor demands: Blue Owl’s software lending triggers another quake in private credit
Blue Owl BDC’s CEO Craig Packer speaks during an interview with CNBC on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 19, 2025. Brendan McDermid | Reuters The latest tremor in the private credit world involved a deal that should’ve been reassuring to markets. Blue Owl, a direct […]
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CNBC Daily Open: U.S. markets rocked by private credit worries and potential strike on Iran
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Feb. 19, 2026. Brendan McDermid | Reuters U.S. markets had a shaky Thursday, pressured by Washington’s escalating tensions with Iran and renewed worries over private credit. U.S. President Donald Trump said Thursday he will decide within 10 […]
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