DoubleLine’s Cohen Says AI Bubble Is Coming to Credit Markets

Jun 3, 2026 | Markets

Artificial intelligence debt will almost certainly reach bubble levels eventually, given the history of periods of heavy investments in areas like railroads and the internet, said DoubleLine portfolio manager Robert Cohen. High odds of coming froth mean money managers...

Private Credit Stocks Fall on Cliffwater Redemption Requests

Jun 3, 2026 | Markets, Private Credit, Private Markets

Shares of the biggest alternative asset managers tumbled Wednesday after Cliffwater LLC’s flagship private credit fund reported even larger redemption requests than in the first quarter, setting off a new wave of fears about the industry. Shares of Blackstone...

Private Credit Marks Drawing More Scrutiny From SDNY Prosecutors

Jun 3, 2026 | Markets, Private Credit, Private Markets

Wall Street’s top prosecutor said his office is looking at possible valuation discrepancies in the private credit marketplace. Jay Clayton, the US attorney for the Southern District of New York, addressed the issue Wednesday while speaking at the Bloomberg Global...

Bitcoin’s Inflation-Hedging Promise in Tatters After Plunge

Jun 2, 2026 | Markets

Bitcoin has fallen 36% over the past year and slipped below $70,000 this week, extending a retreat that is undermining several of the arguments that helped carry the cryptocurrency into the financial mainstream. The decline comes as investors pull money from Bitcoin...

Michael Saylor’s Strategy Falls After Mizuho Cuts Bitcoin Forecast, Trims MSTR Target – ‘Crypto Winter Remains Intact’

Jun 1, 2026 | Markets

Mizuho reduced its price target on MSTR’s stock to $265 from $320 but maintained its ‘Outperform’ rating after slashing its year-end forecast on Bitcoin. It noted Strategy’s roughly $2 billion cash reserve, which management says can cover about two...

AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic

May 31, 2026 | Markets

Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst. The Philadelphia Stock Exchange Semiconductor Index is on pace...