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Blue Owl Capital Corporation (OBDC): One of the Stocks Owned by President Donald Trump

Blue Owl Capital Corporation (NYSE:OBDC) is among the 8 Stocks Owned by President Donald Trump in his Stock Portfolio. As of the close of business on March 30, the stock is a Strong Buy based on the recommendations of five analysts and has an average share price upside potential of 29%.

Recent updates include Truist Securities’ analyst Arren Cyganovich, on February 23, cutting the price target to $15 from $16, while reiterating a Buy rating. In a research note to investors, the firm said it was revising its model for the company with reduced top-line estimates. The adjustment followed the company’s fourth quarter results on February 18.

Blue Owl Capital Corporation (NYSE:OBDC) reported an adjusted net investment income per share of $0.36 in Q4 2025, unchanged sequentially. Net asset value per share stood at $14.81, down from $14.89 at the end of Q3, largely due to credit-linked markdowns on certain names.

The company ended 2025 with a portfolio size of $16.5 billion, compared to $17.1 billion as of September 30, 2025. During the quarter, it also declared a quarterly dividend of 37 cents for Q4, representing an annual dividend yield of 10%.

On the same day, it was announced that certain business development companies of Blue Owl had reached agreements to sell $1.4 billion of direct lending investments to four leading public pension and insurance investors from North America in order to reduce debt and return capital to shareholders.

Blue Owl Capital Corporation (NYSE:OBDC) is a specialty finance corporation that is focused on lending to middle-market companies in the United States. It has investments in 234 companies, with a total portfolio fair value of $16.5 billion as of December 31, 2025.

While we acknowledge the risk and potential of OBDC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than OBDC and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Best Aerospace and Defense Stocks to Buy According to Billionaires.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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