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Oaktree Capital Management

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23:21
2026-08-19
oaktreecapital.com
artificial-intelligence

AI Hurtles Ahead

Howard Marks, co-founder of Oaktree Capital Management, released a memo titled "AI Hurtles Ahead" as an addendum to his December 2024 memo "Is It a Bubble?", drawing on a 10,000-word tutorial generate…

09:40
2026-07-22
ca.finance.yahoo.com
ai-infrastructure

AI Borrowers Are Pushing a Niche Credit Market to Its Limits

Data center developers are pushing the Nordic high-yield bond market to its limits as they seek funding for AI infrastructure, with PolarDC Group Ltd. raising a record €800 million in May but subseque…

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