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…
A Goldman Sachs logo is displayed on the floor of the New York Stock Exchange in New York City, on Wednesday, August 11, 2010. Ramin Talaie | Corbis Historical | Getty Images The global mergers and acquisitions boom that defined 2025 is carrying into 2026, as companies reassess their portfolios and artificial intelligence-led demand fuels…
JPMorgan Chase CEO Jamie Dimon said Monday that he was anxious over the U.S. economy, citing elevated asset prices and a competitive environment in banking that reminded him of the pre-2008 crisis years. Even as economists tout the Trump administration’s tax and deregulatory policies as boosting economic growth this year, Dimon said that his own…
The stock market staged a comeback last week, even as Wall Street waded through a flurry of both upbeat and unsettling headlines. The Nasdaq broke its five-week losing streak on Friday, buoyed by strong advances from our big tech names like Meta Platforms , Nvidia and Amazon . The tech-heavy index ended the week 1.9%…
Blue Owl signage outside the Seagram Building at 375 Park Avenue in the Midtown East neighborhood of New York, US, on Tuesday, Jan. 20, 2026. Bing Guan | Bloomberg | Getty Images The private credit boom is facing a new test after Blue Owl Capital permanently restricted withdrawals from one of its retail-focused debt funds….
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…
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…
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…
The sudden collapse last fall of a string of American companies backed by private credit has thrust a fast-growing and opaque corner of Wall Street lending into the spotlight. Private credit, also known as direct lending, is a catch-all term for lending done by nonbank institutions. The practice has been around for decades but surged…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: The S & P 500 flipped between positive and negative Wednesday afternoon after Federal Reserve Chairman Jerome Powell said a December interest rate cut was…
