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Sectors

Sector Update: Financial Stocks Softer Late Afternoon

Financial stocks were lower in late Monday afternoon trading, with the NYSE Financial Index and the State Street Financial Select Sector SPDR ETF (XLF) each declining 0.5%.The Philadelphia Housing Index was down 0.5%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was falling 1.5%.Bitcoin (BTC-USD) was adding 0.2% to $63,421, and the yield for 10-year US Treasuries rose 1.6 basis points to 4.552%.In economic news, consumer expectations for one-year US inflation growth decreased to a 3.5% gain in May from a 3.6% gain in the previous month, according to a survey released by the New York Federal Reserve Bank on Monday. The median inflation expectations remained unchanged at 3.1% gain for the three-year period and at a 3.0% gain for five years ahead.In corporate news, Allstate (ALL) shares fell 2.4% after Keefe Bruyette & Woods downgraded the stock to market perform from outperform and lowered the price target to $242 from $266.Blue Owl Capital (OWL), Ares Management (ARES), and Golub Capital are among firms targeting a $500 billion opportunity in Mexican pension funds, Bloomberg reported. Reforms have boosted contributions to workers' accounts, while new rules allow the Mexican funds to allocate more to international private-markets managers, the report said. Blue Owl shares were down 4.1%, and Ares rose 0.6%.Goldman Sachs (GS) and JPMorgan Chase (JPM) are exploring trading futures contracts tied to rental prices for graphics processing units, a move that could help lenders manage risks associated with financing AI infrastructure, The Information reported. Goldman shares added 0.6%, and JPMorgan was down 0.3%.Blackstone Digital Infrastructure Trust (BXDC) offers exposure to stabilized data center assets with limited development risk, while projected industry-leading AFFO/share growth and potential cap rate compression provide investment upside, with Blackstone (BX) backing adding to the credibility, BofA Securities said in a note. Blackstone Digital Infrastructure Trust shares rose 1.4%.

$ALL$ARES$BXDC$GS$JPM$OWL
Sectors

Sector Update: Financial

Financial stocks were softer in late Monday afternoon trading, with the NYSE Financial Index decreasing 0.3% and the State Street Financial Select Sector SPDR ETF (XLF) easing 0.2%.The Philadelphia Housing Index was declining 0.5%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was falling 1.5%.Bitcoin (BTC-USD) was adding 0.2% to $63,421, and the yield for 10-year US Treasuries rose 1.6 basis points to 4.552%.In corporate news, Blue Owl Capital (OWL), Ares Management (ARES), and Golub Capital are among firms targeting a $500 billion opportunity in Mexican pension funds, Bloomberg reported. Reforms have boosted contributions to workers' accounts, while new rules allow the Mexican funds to allocate more to international private-markets managers, the report said. Blue Owl shares were down 3.6%, and Ares rose 0.8%.

$ARES$OWL
Wire

Market Chatter: Alternative-Investment Firms Target Mexico's $500 Billion Pension Pool

Blue Owl Capital (OWL), Ares Management (ARES), and Golub Capital are among firms targeting a $500 billion opportunity in Mexican pension funds, Bloomberg reported Monday.Reforms have boosted contributions to workers' accounts, while new rules allow the Mexican funds to allocate more to international private-markets managers, the report said.BlackRock (BLK), Blackstone (BX), KKR (KKR) and Lexington Partners were among the earliest to set up vehicles eligible for investment by the pension funds, known as Afores, according to data from local exchange Biva, the report said.Blue Owl and Ares did not immediately respond to a requests for comment by.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $9.46, Change: $-0.35, Percent Change: -3.52%

$ARES$BLK$BX$KKR$OWL
Sectors

Sector Update: Financial Stocks Decline Late Afternoon

Financial stocks were lower in late Tuesday afternoon trading, with the NYSE Financial Index decreasing 0.5% and the State Street Financial Select Sector SPDR ETF (XLF) shedding 1.1%.The Philadelphia Housing Index was falling 1.9%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was up 0.2%.Bitcoin (BTC-USD) was decreasing 0.2% to $76,806, and the yield for 10-year US Treasuries rose 4.4 basis points to 4.667%.In economic news, US pending home sales increased more than expected last month as home buyers apparently shrugged off mounting economic uncertainty. The forward-looking indicator of home sales based on contract signings increased 1.4% month over month in April, the National Association of Realtors said Tuesday. Analysts expected a 1% gain, according to a survey compiled by Bloomberg.In corporate news, Hanover Insurance (THG) shares fell 2.2% after BMO downgraded the company's stock to market perform from outperform.Blackstone (BX) shares were down 2.3% after Bloomberg reported Tuesday the company has dropped out of a consortium exploring a takeover of German media group Stroeer. Separately, Blackstone said late Monday it is forming a US-based joint venture with Alphabet's (GOOGL) Google to provide AI-focused data center capacity and cloud computing services. Blackstone said it will invest $5 billion in equity initially for the JV, which plans to bring its first 500 megawatts of capacity online in 2027 and expand further over time.Blue Owl (OWL) Co-Founder Doug Ostrover is selling his stake in the NFL's Washington Commanders back to the Josh Harris-led ownership group, Bloomberg reported. Blue Owl shares fell 1%.Lloyds Banking (LYG) is preparing to expand its US infrastructure financing business, including lending tied to the fast-growing data center sector, the Financial Times reported. The UK lender is aiming to build a US infrastructure bank focused on large construction projects and sectors such as green energy, while supporting UK corporate clients with US operations, the report said. Lloyds shares were fractionally lower.

$BX$LYG$OWL$THG
Wire

Sector Update: Financial Stocks Lower Tuesday Afternoon

Financial stocks declined in Tuesday afternoon trading, with the NYSE Financial Index decreasing 0.3% and the State Street Financial Select Sector SPDR ETF (XLF) off 0.5%.The Philadelphia Housing Index was falling 1.3%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was up 0.4%.Bitcoin (BTC-USD) was fractionally lower at $76,933, and the yield for 10-year US Treasuries was up 3 basis points at 4.65%.In economic news, US pending home sales increased more than expected last month as home buyers apparently shrugged off mounting economic uncertainty. The forward-looking indicator of home sales based on contract signings increased 1.4% month over month in April, the National Association of Realtors said Tuesday. Analysts expected a 1% gain, according to a survey compiled by Bloomberg.In corporate news, Blackstone (BX) shares were down 1.3% after Bloomberg reported Tuesday the company has dropped out of a consortium exploring a takeover of German media group Stroeer. Separately, Blackstone said late Monday it is forming a US-based joint venture with Alphabet's (GOOGL) Google to provide AI-focused data center capacity and cloud computing services. Blackstone said it will invest $5 billion in equity initially for the JV, which plans to bring its first 500 megawatts of capacity online in 2027 and expand further over time.Lloyds Banking (LYG) is preparing to expand its US infrastructure financing business, including lending tied to the fast-growing data center sector, the Financial Times reported. The UK lender is aiming to build a US infrastructure bank focused on large construction projects and sectors such as green energy, while supporting UK corporate clients with US operations, the report said. Lloyds shares rose 0.9%.Blue Owl (OWL) Co-Founder Doug Ostrover is selling his stake in the NFL's Washington Commanders back to the Josh Harris-led ownership group, Bloomberg reported. Blue Owl edged up 0.1%.

$BX$LYG$OWL
Wire

Top Midday Stories: Home Depot Earnings Top Estimates; Blackstone, Google Form AI Data Center Joint Venture

All three major US stock indexes were down in late-morning trading Tuesday, as the 30-year Treasury yield hit its highest level in almost 19 years.The North Atlantic Treaty Organization is considering helping ships pass through the Strait of Hormuz if it doesn't get unblocked by early July, Bloomberg reported Tuesday, citing a senior official in the military alliance. Several NATO members support the idea, but it doesn't have the necessary unanimous support yet, the report said, citing a diplomat from a NATO country.In company news, Home Depot (HD) reported fiscal Q1 adjusted earnings Tuesday of $3.43 per diluted share, down from $3.56 a year earlier but above the FactSet consensus analyst estimate of $3.41. Fiscal Q1 net sales were $41.77 billion, up from $39.86 billion a year ago and above the FactSet consensus of $41.59 billion. For fiscal 2026, the company said it expects adjusted EPS growth of about flat to 4% from $14.69 in fiscal 2025. Analysts polled by FactSet expect $15.01. The company also said it expects full-year sales growth of 2.5% to 4.5%. Home Depot shares were up 0.5% around midday.Blackstone (BX) said late Monday it's forming a US-based joint venture with Alphabet's (GOOG, GOOGL) Google to provide AI-focused data center capacity and cloud computing services powered by Google's Tensor processing units. Blackstone will invest $5 billion in equity initially for the JV, which plans to bring its first 500 megawatts of capacity online in 2027 and expand further over time, the private equity giant said. Google will provide TPU hardware, software and related services, Blackstone said. Blackstone shares were down 1.5%, while Alphabet's Class C and Class A shares were down 2.3% and 2.5%, respectively.Meta Platforms (META) is moving 7,000 workers into new AI-focused roles as part of a broader restructuring that also includes planned job cuts later this week, Bloomberg reported late Monday, citing an internal memo. The layoffs, which are expected to impact 10% of Meta employees, are expected to get underway on Wednesday, Reuters reported late Monday, citing an internal memo. Meta shares were down 1.1%.Blue Owl (OWL) Co-Founder Doug Ostrover is selling his stake in the NFL's Washington Commanders back to the Josh Harris-led ownership group, Bloomberg reported Tuesday, citing people with knowledge of the matter. Blue Owl shares were down 1.1%.Price: $301.28, Change: $+1.47, Percent Change: +0.49%

$BX$GOOG$GOOGL$HD$META$OWL
Wire

Market Chatter: Blue Owl Co-Founder Selling Stake in NFL's Commanders to Harris Group

Blue Owl Capital (OWL) co-Founder Doug Ostrover is selling his stake in the NFL's Washington Commanders back to the Josh Harris-led ownership group, Bloomberg reported Tuesday, citing people with knowledge of the matter.Blue Owl didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $9.37, Change: $-0.13, Percent Change: -1.32%

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Wire

Blue Owl Co-Founder Selling Stake in NFL's Commanders to Harris Group, Bloomberg Reports

Blue Owl Co-Founder Selling Stake in NFL's Commanders to Harris Group, Bloomberg Reports

$OWL
Sectors

Sector Update: Financial Stocks Higher Late Afternoon

Financial stocks were advancing in late Wednesday afternoon trading, with the NYSE Financial Index rising 1.5% and the State Street Financial Select Sector SPDR ETF (XLF) adding 0.6%.The Philadelphia Housing Index was climbing 2.1%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was up 1.6%.Bitcoin (BTC-USD) was increasing 0.5% to $81,294, and the yield for 10-year US Treasuries declined 6 basis points to 4.356%.In economic news, employment in the US private sector grew at its fastest pace in more than a year in April, ADP data showed Wednesday, ahead of nonfarm payrolls due later in the week. Private jobs grew by 109,000, representing the fastest growth pace since January 2025, the payrolls processing firm said. The consensus was for 120,000 in a Bloomberg-compiled survey. The March print was revised down to 61,000 from 62,000.In corporate news, JPMorgan Chase (JPM) said it has created an index tracking about 6,400 private US midsize companies with a combined $1 trillion in annual revenue. JPMorgan added 2%.Synchrony Financial (SYF) and Dick's Sporting Goods (DKS) said Wednesday they are relaunching their credit card program. Synchrony shares rose 1.6%.Andersen (ANDG) said Wednesday it has closed the acquisition of six firms in Ireland, New Zealand, Nigeria, and Uruguay, representing about $34.5 million in annualized revenues. Andersen shares increased 1%.Blue Owl Capital-owned (OWL) data center firm Stack Infrastructure is considering a sale of its Asia operations, among other options, Bloomberg reported. The firm has held talks with prospective advisers regarding a partial or 100% sale of the assets in Japan, Australia and Malaysia, the report said. Blue Owl Capital shares were down 3.5%.

$ANDG$JPM$OWL$SYF
Sectors

Sector Update: Financial

Financial stocks were advancing in late Wednesday afternoon trading, with the NYSE Financial Index rising 1.5% and the State Street Financial Select Sector SPDR ETF (XLF) adding 0.6%.The Philadelphia Housing Index was climbing 2.1%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was up 1.6%.Bitcoin (BTC-USD) was increasing 0.5% to $81,294, and the yield for 10-year US Treasuries declined 6 basis points to 4.356%.In corporate news, Blue Owl Capital-owned (OWL) data center firm Stack Infrastructure is considering a sale of its Asia operations, among other options, Bloomberg reported. The firm has held talks with prospective advisers regarding a partial or 100% sale of the assets in Japan, Australia and Malaysia, the report said. Blue Owl Capital shares were down 3.5%.

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Sectors

Sector Update: Financial Stocks Decline Premarket Monday

Financial stocks were declining premarket Monday, with the State Street Financial Select Sector SPDR ETF (XLF) down 0.3%.The Direxion Daily Financial Bull 3X Shares (FAS) was 0.8% lower and its bearish counterpart Direxion Daily Financial Bear 3X Shares (FAZ) was up 0.9%.Royal Bank of Canada (RY) and Bank of Montreal (BMO) are in talks to sell their financial technology joint venture Moneris to private equity firm Francisco Partners at a valuation of as much as $2 billion, the Financial Times reported. Royal Bank of Canada shares were nearly 3% higher pre-bell.Blackstone (BX) Digital Infrastructure Trust set its initial public offering at 87.5 million shares with an anticipated price of $20 per share, according to a filing with the Securities and Exchange Commission. Blackstone stock was down more than 1% premarket.Blue Owl Capital (OWL) saw its stake held by Brown University reduced by roughly 53% in the first quarter, Reuters reported, citing a regulatory filing. Blue Owl Capital shares were up more than 1% pre-bell.

$BMO$BX$FAS$FAZ$OWL$RY$XLF
Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Blue Owl Capital Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We reduce our 12-month target price by $5 to $15, applying a more conservative equity risk premium and a forward P/E of 15.0x compared to the three-year historical average on 2026 earnings at 19.4x. We reduce our 2026 distributable earnings (DE) by $0.05 to $0.95 and 2027's by $0.10 to $1.05. We have seen negative investor sentiment on private credit, OWL's redemptions from retail investor, and direct loan exposure to technology and professional services businesses potentially hurt by AI disruption. However, fundamentals in private credit markets and specifically direct loans remain stable, with no signs of systemic risk or any indicators that loan delinquencies are accelerating. OWL has a diversified portfolio evident with direct loans representing only 37% of total AUM at $315B. In Q1 2026, fundraising rose to $44.4B Y/Y compared to $29.4B a year ago, and Private Credit was up $20.8B, +40% Y/Y (47% of total fundraising). Private Wealth fundraising was only $2.9B, mostly in Real Assets and Private Credit.

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Wire

UBS Adjusts Price Target on Blue Owl Capital to $9.50 From $9, Maintains Neutral Rating

Blue Owl Capital (OWL) has an average rating of overweight and mean price target of $13.10, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $10.11, Change: $+0.36, Percent Change: +3.64%

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Wire

Blue Owl Reports 10x Return on SpaceX Investment, Sells About Half at $1.25 Trillion Valuation

Blue Owl Capital (OWL) said Thursday on its earnings call that it made about 10x the money it invested in SpaceX and that it sold about half of it at a $1.25 trillion valuation.Shares of Blue Owl were up more than 11% in Thursday trading.Price: $9.89, Change: $+1.01, Percent Change: +11.37%

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Wire

Blue Owl Reports 10x Return on SpaceX Investment, Sells About Half at $1.25 Trillion Valuation

Blue Owl Reports 10x Return on SpaceX Investment, Sells About Half at $1.25 Trillion Valuation

$OWL
Research

Research Alert: Blue Owl Capital Reports Slight Distributable Earnings Beat And Aum Growth

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:OWL delivered Q1 2026 FRE of $0.25 vs $0.23 consensus and DE of $0.19 vs $0.18 consensus, with LTM FRE revenues up 13% and FRE up 14% Y/Y. AUM rose 15% Y/Y to $315B though sequential growth was limited by redemptions, while fee-paying AUM reached $188B, up 7% Y/Y. We believe OWL is well-positioned for the secular shift to private credit and is diversifying beyond its leading credit position across multiple debt financing categories. Management noted software loan balances represent only 8% of total AUM, addressing market concerns, but provided no specific financial guidance. The annual dividend increased 25% Y/Y to $0.90 per share in 2025, and the company repurchased 1.7M shares for $25M in Q1 2026. We expect positive AUM trends to continue as new capital raised was more than double fund distributions. Despite share price volatility from direct lending concerns, we would stay the course with OWL shares given strong fundamentals.

$OWL
Research

Research Alert: Blue Owl Capital Reports Slight Distributable Earnings Beat And Aum Growth

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:OWL delivered Q1 2026 FRE of $0.25 vs $0.23 consensus and DE of $0.19 vs $0.18 consensus, with LTM FRE revenues up 13% and FRE up 14% Y/Y. AUM rose 15% Y/Y to $315B though sequential growth was limited by redemptions, while fee-paying AUM reached $188B, up 7% Y/Y. We believe OWL is well-positioned for the secular shift to private credit and is diversifying beyond its leading credit position across multiple debt financing categories. Management noted software loan balances represent only 8% of total AUM, addressing market concerns, but provided no specific financial guidance. The annual dividend increased 25% Y/Y to $0.90 per share in 2025, and the company repurchased 1.7M shares for $25M in Q1 2026. We expect positive AUM trends to continue as new capital raised was more than double fund distributions. Despite share price volatility from direct lending concerns, we would stay the course with OWL shares given strong fundamentals.

$OWL
Sectors

Sector Update: Financial Stocks Rise Late Afternoon

Financial stocks were advancing in late Monday afternoon trading, with the NYSE Financial Index increasing 0.6% and the State Street Financial Select Sector SPDR ETF (XLF) adding 0.8%.The Philadelphia Housing Index rose 0.4%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was decreasing 0.8%.Bitcoin (BTC-USD) was falling 2.6% to $76,605, and the yield for 10-year US Treasuries was rising 2.6 basis points to 4.336%.In economic news, the Dallas Fed's monthly manufacturing index fell to minus 2.3 in April from minus 0.2 in March, compared with expectations for a 0.8 print. The index indicates faster contraction, in contrast with other regional manufacturing readings already released.In corporate news, First Bancorp (FBP) shares gained 3.6% in Monday trading after Raymond James upgraded the company's stock to strong buy from outperform and raised its price target to $27 from $26.Investors in a Blue Owl Capital (OWL) business development company tendered less than 1% of shares to Boaz Weinstein's Saba Capital Management and Cox Capital Partners, which had offered to buy them out at a significant discount, Bloomberg reported. Blue Owl Capital shares were down 2.3%.Citigroup (C) plans to strengthen its investment banking divisions in Japan and China by recruiting upper-level executives to capture additional buyout opportunities, Reuters reported, citing the firm's regional division head, Kaustubh Kulkarni. Citi shares added 1%.Oppenheimer (OPY) shares climbed 4.9% after the company said its Oppenheimer & Co. unit agreed to pay $70 million to settle a class-action lawsuit tied to its cash sweep program, avoiding a trial where damages could have exceeded $440 million.

$C$FBP$OPY$OWL
Sectors

Sector Update: Financial

Financial stocks were advancing in late Monday afternoon trading, with the NYSE Financial Index increasing 0.6% and the State Street Financial Select Sector SPDR ETF (XLF) adding 0.8%.The Philadelphia Housing Index rose 0.4%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was decreasing 0.8%.Bitcoin (BTC-USD) was falling 2.6% to $76,605, and the yield for 10-year US Treasuries was rising 2.6 basis points to 4.336%.In corporate news, investors in a Blue Owl Capital (OWL) business development company tendered less than 1% of shares to Boaz Weinstein's Saba Capital Management and Cox Capital Partners, which had offered to buy them out at a significant discount, Bloomberg reported. Blue Owl Capital shares were down 2.8%.

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Wire

Market Chatter: Blue Owl Fund Investors Rebuff Saba, Cox Offer to Buy Shares

Investors in a Blue Owl Capital (OWL) business development company tendered less than 1% of shares to Boaz Weinstein's Saba Capital Management and Cox Capital Partners, which had offered to buy them out at a significant discount, Bloomberg reported Monday, citing people familiar with the matter.Blue Owl didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $8.97, Change: $-0.21, Percent Change: -2.29%

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