Company · OBDC

Blue Owl Capital

Blue Owl Capital is named in 2 Parts of The Buildout, most recently Part 17: The Guarantee Has No Date.

In 2 parts of The Buildout: Part 17, Part 08 · Updated Oct 22, 2026

Market snapshot

OBDC on NYSE

Financial Modeling Prep, as of Oct 21, 2026, 4:00 p.m. ET. Delayed quotes.

Price
$9.88
−0.04 (−0.40%) today
Market cap
$4.9B
P/E (trailing)
17.6
Next earnings
Nov 4, 2026
Exchange
NYSE

Analysis and opinion, not investment advice.

Where the argument touches it

On each side.

Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.

  1. Part 17 · The cash flows cover itSep 27, 2026

    On the same day the spread closed at 2.80%, Oracle sent a force majeure notice to Blue Owl Capital, developer of the Project Jupiter Stargate campus, covering potential cost increases and letting Oracle delay payments if the campus misses its 2028…

    The Guarantee Has No Date Who is on each side Source

In The Buildout

Where Blue Owl Capital appears.

One line per story, from the story itself.

  1. Part 17The lease is already debt

    Meta's announcement of October 21, 2025 gives the other 80% to funds managed by Blue Owl Capital; PIMCO, which Eisman counted among the owners, bought debt.

    The Guarantee Has No Date

  2. Part 08Lede

    On September 24, Oracle sent a letter to a unit of Blue Owl Capital about Project Jupiter, a 2.45-gigawatt New Mexico campus being built for the Stargate venture with OpenAI.

    AI Lenders Are Financing the End of Scarcity

Follow

Follow Blue Owl Capital: one email when a test on Blue Owl Capital resolves or a new Part names it.

Across the DeepStack reading

How often it comes up.

7 sources, 9 claims and 8 texts mention Blue Owl Capital, as of Oct 22, 2026. A count of attention, not a judgment.

Analysis and opinion, not investment advice. Figures are as of the dates cited in each story.