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Blue Owl Sees No Tech ‘Red Flags’ as Shares Extend Record Plunge

Bloomberg Markets
Thursday, February 5, 2026 at 6:38 PM
~4 min read

Original Report

Blue Owl Capital Inc.’s management told investors that its software lending portfolio is in “pristine” condition, dismissing risks from the AI-driven sell off, even as its shares continued to be...

Blue Owl Capital Inc.’s management told investors that its software lending portfolio is in “pristine” condition, dismissing risks from the AI-driven sell off, even as its shares continued to be punished on Thursday.

Glass House Analysis

This development in the banking sector reflects broader tensions between regulatory pressure and financial industry practices. The banking system serves as the circulatory system of the economy; any disruption ripples through to small businesses, homebuyers, and everyday consumers who depend on credit access.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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