Thursday, February 5, 2026 at 8:19 PM
The credit-focused firm defended its technology bets while detailing revenue and earnings gains even as stock slides.
The tech sector has an outsize presence in loan portfolios, raising the risk of contagion.
Wall Street has been rotating out of AI leaders into real-economy stocks.
In discussing Q4 earnings, the private-markets firm said it isn’t changing its return forecasts despite market turbulence over the software sector.
Dow futures edge up after Tuesday's selloff
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