KKR & Co Inc
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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PCE data, Amazon dethrones Walmart, Silicon Valley’s ‘vanlords’ and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. I’ve spent the last 24 hours going back and forth on whether I need to hop on the “dad shoe” trend. Stock futures are little changed this morning. The major indexes are coming off a down day. Here are five […]
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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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CNBC Daily Open: Private credit fears and U.S.-Iran tensions pressure Wall Street
Traders work 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. White House press secretary Karoline Leavitt said Wednesday that there were “many […]
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AI disruption could spark a ‘shock to the system’ in credit markets, UBS analyst says
Mesh Cube | Istock | Getty Images The stock market has been quick to punish software firms and other perceived losers from the artificial intelligence boom in recent weeks, but credit markets are likely to be the next place where AI disruption risk shows up, according to UBS analyst Matthew Mish. Tens of billions of […]
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CNBC Daily Open: Takaichi’s victory sends Japan’s Nikkei 225 to new highs
Japan’s Prime Minister Sanae Takaichi, leader of the ruling Liberal Democratic Party (LDP) speaks to the media at the LDP headquarters on general election day in Tokyo, Japan, Feb. 8, 2026. Kim Kyung-Hoon | Anadolu | Getty Images Japan’s Sanae Takaichi and her ruling Liberal Democratic Party secured an overwhelming mandate in Sunday’s election, sweeping […]
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Private credit worries resurface in $3 trillion market as AI pressures software firms
Private credit markets are facing fresh uncertainty as AI-driven tools start to pressure software companies, a major borrower group for private lenders. The software industry came under renewed pressure last week after artificial intelligence firm Anthropic unveiled new AI tools, sparking a sell-off in software data provider shares. The AI tools, developed by Anthropic, are […]
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CNBC Daily Open: UBS posts strong earnings while Novo Nordisk’s U.S. shares crater on slowing growth
Sergio Ermotti, CEO of UBS, speaking on CNBC’s Squawk Box at the World Economic Forum in Davos, Switzerland on Jan. 20th, 2026. Oscar Molina | CNBC UBS fourth-quarter profit rose 56% year on year to $1.2 billion, beating expectations. The Swiss bank on Wednesday also announced plans for a $3 billion share buyback in 2026 […]
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KKR and Singtel to take full ownership of data center firm STT GDC for about $5 billion
A KKR logo displayed on the floor of the New York Stock Exchange on Aug. 23, 2018. Brendan McDermid | Reuters Private equity firm KKR and Singapore Telecommunications will acquire the remaining 82% stake in data center operator ST Telemedia Global Data Centres for 6.6 billion Singapore dollars ($5.1 billion), KKR said in a statement […]
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CNBC Daily Open: Nvidia denies rift with OpenAI, while software and asset management stocks plunge
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Bridget Bennett | Bloomberg | Getty Images Advanced Micro Devices reported fourth-quarter earnings on Tuesday after the bell. The chipmaker beat Wall Street’s revenue and profit estimates, but shares plunged more […]
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