OWL

Blue Owl Capital (OWL) is expected to report flat earnings with modest 2.4% revenue growth for Q3 2026, but a negative Earnings ESP of -1.50% combined with a Zacks Rank #4 makes an earnings beat unlikely. Similarly, Invesco (IVZ) faces a -0.19% Earnings ESP despite expected 21.3% EPS growth, making it difficult to predict an earnings beat despite a Zacks Rank #3.

The global private credit and alternative lending market is projected to reach USD 3.36 trillion by 2031, growing at 7.8% CAGR from a 2026 base of USD 2.31 trillion. Growth is driven by AI/data-center infrastructure debt, insurance-linked capital, and bank retrenchment, though the market faced liquidity stress in 2025-26 concentrated in retail-facing vehicles, resulting in significant redemption pressures and market capitalization losses for major managers.

Oracle and Bloom Energy are both involved in Project Jupiter, a massive AI data center in New Mexico facing delays and local opposition. Oracle cited 'force majeure' to protect itself if the project fails, putting it at greater risk than Bloom Energy.

While Oracle's entire data center project is at stake, Bloom Energy's fuel cells represent a smaller component that could be easily redirected to other customers. Bloom Energy is positioned as the better investment choice for those concerned about Project Jupiter's completion.