Blue Owl Capital (OWL)’s CEO Mark Lipschultz Says AI Could Not Temper Software and Technology-Linked Businesses

Blue Owl Capital Inc. (NYSE:OWL) is one of the 14 oversold value stocks to invest in right now.

Blue Owl Capital (OWL)’s CEO Mark Lipschultz Says AI Could Not Temper Software and Technology-Linked Businesses

On February 5, 2026, Reuters reported that Blue Owl Capital Inc. (NYSE:OWL) co-CEO Mark Lipschultz said AI could not temper software and technology-linked businesses. His comments came following a global selloff that wiped out over $800 billion from the S&P 500 software and services index since January 28. With the firm’s software segment representing only 8% of total assets under management (AUM), Lipschultz cited stable performance and minimal losses in the post-earnings call for the fourth-quarter results. Declining by over 9% at the start of the session, the company’s shares closed the day 2.4% lower.

For the fourth quarter, Blue Owl Capital Inc. (NYSE:OWL) reported adjusted EPS of $0.24, surpassing forecasts of $0.22, thanks to strong credit and real assets performance. The company’s new capital commitments hit $17.3 billion, while its total AUM went past the $300-billion mark. Oppenheimer’s analysts expressed optimism about the company’s steady absolute growth and resilience in private credit demand despite tighter lending conditions

Blue Owl Capital Inc. (NYSE:OWL), a New York-based alternative asset manager, offers direct lending and GP capital solutions to institutional and high-net-worth investors.

While we acknowledge the potential of OWL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than OWL and that has 100x upside potential, check out our report about this cheapest AI stock.

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