Blue Owl withdrawal freeze and private credit risks

Market update for Friday February 20, 2026

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In today’s episode:

• Supreme Court rules against Trump's tariffs
• Nvidia lowers OpenAI investment to $30B
• Blue Owl flashes warnings signs for private credit industry
• Opendoor points to profitability by year-end
• Newmont's gold production slows amid gold surge
• 2025 was the best year for hedge funds since 2009