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The current bull rally in equities, driven by massive AI CapEx, feels increasingly late-cycle and vulnerable to a correction. I see parallels between today's AI investment surge and past capital misal

Blue Owl Technology Finance offers a compelling 32% discount to NAV, driven by AI disruption fears and OBDC's merger missteps. OTF's portfolio is tech-focused, with 97% variable-rate loans and a best-

Investor sentiment in venture debt BDCs continues to be shaped by perceived AI-driven risks to software portfolios. TPVG is down 15% over the last year, with TRIN up 13%. TRIN offers an 11.07% annuali

Trinity Capital Inc. (TRIN) Q2 2026 Earnings Call Transcript

We take a look at the action in business development companies through the third week of July and highlight some of the key themes we are watching. BDCs outperformed the broader income market despite

PHOENIX, July 9, 2026 /PRNewswire/ -- Trinity Capital Inc. (Nasdaq: TRIN) (the "Company"), a leading alternative asset manager, today announced a portfolio update for the second quarter and first half