{
  "generatedAt": "2026-10-22T04:12:33Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "blue-owl-capital",
  "name": "Blue Owl Capital",
  "ticker": "OBDC",
  "url": "https://deepstack.ltd/companies/blue-owl-capital/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/blue-owl-capital.json",
  "summary": "Blue Owl Capital is named in 2 Parts of The Buildout, most recently Part 17: The Guarantee Has No Date.",
  "parts": [
    {
      "part": 8,
      "headline": "AI Lenders Are Financing the End of Scarcity",
      "url": "https://deepstack.ltd/stories/the-scarcity-is-the-collateral/"
    },
    {
      "part": 17,
      "headline": "The Guarantee Has No Date",
      "url": "https://deepstack.ltd/stories/the-guarantee-has-no-date/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 8,
      "section": "Lede",
      "excerpt": "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.",
      "url": "https://deepstack.ltd/stories/the-scarcity-is-the-collateral/"
    },
    {
      "part": 17,
      "section": "The lease is already debt",
      "excerpt": "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.",
      "url": "https://deepstack.ltd/stories/the-guarantee-has-no-date/"
    }
  ],
  "sides": [
    {
      "part": 17,
      "question": null,
      "side": "the-cash-flows-cover-it",
      "sideLabel": "The cash flows cover it",
      "claim": "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…",
      "date": "2026-09-27",
      "url": "https://quanta72.substack.com/p/q72-brief-the-chips-are-underwater",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-guarantee-has-no-date/",
      "sidesUrl": "https://deepstack.ltd/sides/the-guarantee-has-no-date/"
    }
  ],
  "coverage": null,
  "lastUpdated": "2026-10-22",
  "market": {
    "price": 9.88,
    "change": -0.04,
    "changePercent": -0.4032,
    "marketCap": 4903497589,
    "pe": 17.6429,
    "nextEarnings": "2026-11-04",
    "exchange": "NYSE",
    "currency": "USD",
    "asOf": "2026-10-21T20:00:02.000Z",
    "source": "Financial Modeling Prep",
    "sourceUrl": "https://financialmodelingprep.com",
    "note": "Delayed quotes."
  }
}