Peak AI

[Worm]

 

[Worm]

Chinese AI company Zhipu AI saw its shares drop nearly 23% on February 23, erasing over HK$70 billion (US$9 billion) in market value amid concerns over its computing resources.

The drop followed the company’s public appeal for global partnerships with inference-compute providers, as user complaints about response delays and rate limits persisted despite recent investor interest.

Zhipu is known as Z.ai internationally.

https://www.techinasia.com/news/zhipu-ai-stock-slides-as-compute-shortages-stall-global-expansion

 

[Worm]

NVDA Pumps And Dumps Despite Smashing Estimates And Blowout Guidance​

http://nvidianews.nvidia.com/news/n...al-results-for-fourth-quarter-and-fiscal-2026

NVDA stock is back to flat, erasing all of its post earnings gains, after what some attribute as a lackluster conference call. Specifically, according to Bloomberg, the company "hasn’t offered many details on the outlook provided that Blackwell and Rubin revenue would exceed $500 billion".
https://www.investing.com/news/tran...6-beats-expectations-stock-rises-93CH-4526215

 

[Worm]

 

[k1976]

Samster can advise moi what is this hah?

 

[k1976]

Baidu’s Swift $11 Billion Selloff Shows Struggle to Meet AI Hype​

Baidu was among the first Chinese companies to embrace AI and roll out a ChatGPT-like service.
Photographer: Na Bian/Bloomberg
By Charlotte Yang
February 26, 2026 at 7:50 AM GMT+8
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Takeaways by Bloomberg AI​

A 20% slide in Baidu Inc.’s shares over the past month serves as a crucial reminder for companies in China’s rapidly intensifying artificial intelligence race: investors are demanding tangible results.

The search engine specialist kicks off December-quarter earnings for China’s Big Tech on Thursday, amid growing concern that its AI investments are not translating into a meaningful growth driver quickly enough. Despite strength in the cloud business, analysts predict both revenue and profit to fall year on year, hurt by continued weakness in the core advertising business that’s closely tied to the broader economy.

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Citrini Report Author Maps Out Playbook for Dealing With AI

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by Daniele Lepido





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[k1976]

Anxiety over giant AI data centre lender is rattling the $2.3 trillion private credit market​

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Blue Owl Capital's liquidity crisis is the latest sign of tumult in a private credit market stricken with worry about overspending on AI.

PHOTO: PIXABAY


Published Feb 23, 2026, 08:25 AM
Updated Feb 23, 2026, 06:29 PM

LONDON - Blue Owl Capital’s co-chief executive reeled off all the times he had seen this type of fear before: Covid-19, Silicon Valley Bank’s collapse, Liberation Day.

Mr Marc Lipschultz was addressing analysts on the 11th straight day of losses for the firm’s shares, the worst streak since Blue Owl went public almost five years ago.

Just weeks earlier, investors yanked more than 15 per cent of net assets from one of the money manager’s tech-focused funds.

 

[k1976]

Private Credit’s AI Woes Not Systemic, Brookfield’s Flatt Says​

Brookfield Corp.’s Chief Executive Officer Bruce Flatt on Feb. 25.
Photographer: Jose Sarmento Matos/Bloomberg
By Layan Odeh, Meg Short, and Francine Lacqua
February 25, 2026 at 6:31 PM GMT+8
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Takeaways by Bloomberg AI​

The risk of AI disruption upending private credit poses little threat to the wider financial system or the global economy, according to Brookfield Corp.’s Chief Executive Officer Bruce Flatt.

While markets have been roiled by concerns about private credit exposure to software businesses that could be vulnerable to new technology, fear that could spread to a wider financial crisis are overblown, Flatt said in a Bloomberg Television interview Wednesday.

​

 

[k1976]

Five debt hotspots in the AI data centre boom​

FILE PHOTO: Wiring sits inside of the Data Hall of the Microsoft data center campus, currently under construction, in Mount Pleasant, Wisconsin, U.S., September 18, 2025. REUTERS/Audrey Richardson/File Photo
12 Dec 2025 04:33PM (Updated: 12 Dec 2025 07:13PM)
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LONDON, Dec 12 : As AI fever has propelled global stocks to record highs, the data centres needed to power the technology are increasingly being financed with debt, adding to concerns about the risks.

A UBS report last month said AI data centre and project financing deals surged to $125 billion so far this year, from $15 billion in the same period in 2024, with more supply from the sector expected to be pivotal for credit markets in 2026.

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"Public and private credit seems to have become a major source of funding for AI investments, and its rapid growth raised some concerns," said Anton Dombrovskiy, fixed income portfolio specialist at T. Rowe Price.

"Although up until now an increase in supply has been met with relatively healthy demand, this is the area to watch especially taking into account large financing needs estimates," Dombrovskiy added.



The Bank of England warned last week that the growing role of debt in the AI infrastructure boom could heighten potential financial stability risks if valuations correct.

Christopher Kramer, portfolio manager and senior trader on the investment grade credit team at Neuberger told Reuters that the market has seen a structural shift as the largest technology companies finance their AI infrastructure ambitions.

"They really haven't been focal points in our market from a debt issuance standpoint, and that's obviously shifting really dramatically ... anytime you have that, it creates a lot of opportunity," he said on November 28.

"We're excited just from the standpoint that the market's changing. You're going to have a different dynamic, it creates an opportunity to take risks and create value for our investors," Kramer added.

 

[k1976]

Jamie Dimon warns markets resemble pre-financial crisis era: 'I see a couple of people doing some dumb things'​

David Hollerith · Senior Reporter
Updated Wed, February 25, 2026 at 2:19 PM GMT+8 3 min read

In this article:

• JPM
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https://www.healthhub.sg/programmes/nutrition-hub/eat-less
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JPMorgan Chase (JPM) CEO Jamie Dimon said Monday that the financial world looks a lot like the heyday in the years ahead of the global financial crisis.

“Unfortunately, we did see this in '05, '06, '07, almost the same thing," Dimon said at the firm's annual investor day in New York on Monday. "The rising tide lifting all boats, everyone was making a lot of money, people leveraging to the hilt. The sky was the limit.”

 

[k1976]

BTFD or catch the falling knives?


Lai Lai Lai…买定离手

 

[k1976]

FS KKR Private Credit Fund Cuts Dividend Amid Rise in Bad Loans​

By Olivia Fishlow
February 26, 2026 at 8:19 AM GMT+8
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A private credit fund jointly managed by Future Standard and KKR & Co. cut its dividend to 48 cents a share from 70 cents after earnings fell amid declining interest rates and losses tied to struggling investments.

FS KKR Capital Corp., a business development company that makes direct loans, said about 3.4% of the portfolio, or roughly $440 million, was on non-accrual at year-end, meaning the fund no longer expects to collect interest on those investments, up from 2.9% three months earlier.

​

 

[Worm]

 

[k1976]

Blue Owl Capital liquidity trap or shadow bank misinformation wave?​

Priya Batchu
Thu, 26 February 2026 at 2:07 AM SGT 3 min read

In this article:

• OWL
  +5.78%
  
  BX
  +1.55%
  

https://app.appsflyer.com/id674984916
Discover Top US Tech Giants to invest in [download the app]Get it on the App Store | eToro Trading App•
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When Blue Owl Capital’s OBDC IIfund limited withdrawals by stopping quarterly tenders in favor of a 30% distribution plan, the market wasn’t so happy: (-10% stock drop).

The asset giant’s liquidity rules were structured under the guise of ‘normal’ conditions, but got hit by a redemption rush just as public markets started to price private credit at a discount to its stated value.

 

[k1976]

Blue Owl Capital (OWL) is in the midst of a large sell-off, which analysts deem a misinformation wave in the private credit sector.

The Alt space has long been misunderstood by the public markets.

• Blackstone (BX): Late 2022, Blackstone “gated” redemptions for the BREIT fund, and markets panicked. Redemptions normalized, and BX stock returned over 70% in 2023.
• Apollo Global Management (APO): Markets misunderstood Apollo’s transition to retirement services with its acquisition of Athene. After its “origination” model was understood, APO stock reached its high in 2024-2025.

Blue Owl’s 2025 performance and core narrative merge two realities: an AI expansion on top, with a tight liquidity crunch underneath.

Photographer: Bing Guan/Bloomberg via Getty Images ·Photographer: Bing Guan/Bloomberg via Getty Images