Requests in Blue Owl's technology fund reached 39% of shares, and the company limited withdrawals from 2 funds to 5%. Real-assets growth and forecast sales are positive, but continued requests to leave and concern over AI lending weigh more.
Continued requests to leave Blue Owl's funds are the main concern, especially at its technology fund. Real assets are growing, and sales are expected to rise. But ongoing withdrawals, worries about AI lending, and trouble at an Oracle project Blue Owl financed weigh more.
Oracle issued a legal notice called force majeure on Project Jupiter, which has faced problems in New Mexico. The story gives no cost or effect on Oracle's wider business, so it does not show a broader change in the company's outlook.
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