Boaz Weinstein Warns ‘Wheels Coming Off’ Private Credit Funds

Feb 24, 2026 | Markets, Private Credit

Activist investor Boaz Weinstein is stepping up his warnings on private credit, saying the turmoil surrounding Blue Owl Capital’s funds is exposing deeper cracks in the $1.8 trillion industry. “All you need is the snowball to start going down the hill and it started....

Home Depot Warns Homeowners Have Rising Economic Concerns

Feb 24, 2026 | Markets

Home Depot Inc. reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain. Comparable sales, which track performance at locations open at least a year, rose 0.4% in the...

Dimon Sees Pre-Crisis Parallels as Rivals Do ‘Dumb Things’

Feb 24, 2026 | Markets

JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon, asked about fierce competition across the financial industry, said he’s starting to see parallels to the era before the 2008 financial crisis, when a rush to make loans ended disastrously. “Unfortunately,...

IBM Sinks Most Since 2000 as Anthropic Touts Cobol Tool

Feb 23, 2026 | Markets

International Business Machines Corp. shares had their worst day in more than 25 years on Monday, after AI startup Anthropic PBC said its Claude Code tool can help modernize Cobol, a dated programming language that’s run on IBM computers. The stock plunged 13% in its...

Black Swan’s Taleb Warns on Software Bankruptcies, More Volatility

Feb 23, 2026 | Markets

Nassim Taleb has a warning for investors: brace for escalating volatility and potential bankruptcies in the software sector as the artificial intelligence-driven rally enters a more fragile phase. To the author of The Black Swan, the markets are underpricing...