Private Credit Is Coming to 401(k) Plans. These Are the Alternative Asset Managers Set to Cash In.

Private credit investments are expected to become available in 401(k) plans, opening a massive $14 trillion market opportunity. While private credit offers higher returns, it carries significant risks including illiquidity and interest rate sensitivity. Alternative asset managers like Blackstone, Apollo Global Management, and KKR are well-positioned to capitalize on this expansion without investors needing to directly buy private credit funds.

07/10/2026, 10:15 PM • The Motley Fool

A Downgrade Wave Says Bank Stocks Are Priced for Perfection Ahead of Q2 Earnings. Here's the Bear Case.

Oppenheimer downgraded major investment banks Goldman Sachs and Morgan Stanley from perform to underperform, citing valuations that are priced for perfection. The downgrades reflect concerns that investment banking revenues, boosted by the SpaceX IPO and strong Q1 2026 results, may not sustain if capital markets activity slows due to higher bond yields or delayed AI IPOs. Oppenheimer recommends rotating into super-regional banks and alternative asset managers with greater upside potential.

07/09/2026, 5:14 AM • The Motley Fool

KKR Launches Helix Digital Infrastructure With $10B Backing

KKR launched Helix Digital Infrastructure, a new venture backed by over $10 billion in committed capital to finance and deploy data centers, power, and connectivity for AI hyperscalers. Led by former AWS CEO Adam Selipsky and supported by partnerships with Kuwait Investment Authority, NVIDIA, and Vistra, the initiative represents KKR's major push into the growing AI market. However, KKR stock shows bearish technical indicators with a 24.59% 12-month decline and a death cross pattern, though analysts maintain a Buy rating with a $122.50 price target.

06/11/2026, 12:30 PM • Benzinga

KKR vs. T. Rowe Price: Which Money Manager Stock Is a Better Buy in 2026?

The article compares KKR & Co., a private equity and alternative assets manager, against T. Rowe Price Group, an active management firm specializing in retirement accounts. While KKR has higher AUM growth (17% YoY to $744B), it faces risks from market sensitivity and client redemptions if performance lags. T. Rowe Price offers more stable, recurring revenue from retirement assets (67% of AUM) with robust 28.5% net margins and trades at a lower valuation (11.2x Forward P/E vs. sector average 16.6x). The author recommends T. Rowe Price as the better 2026 buy due to its reliable business model, competitive advantages in ETFs and separately managed accounts, and attractive valuation.

06/09/2026, 3:18 PM • The Motley Fool

Deal Dispatch: IMAX Mulls Potential Sale, Shein Buys Everlane, West Marine Bankruptcy

Multiple major M&A transactions and bankruptcies dominated the deal landscape. NextEra Energy agreed to acquire Dominion Energy for $66.8 billion in an all-stock deal. Shein acquired Everlane for $100 million, while Authentic Brands Group bought Lee from Kontoor Brands. IMAX is exploring a potential sale. West Marine, Del Monte Foods, Warrior Technologies, and Bitcoin Depot filed for Chapter 11 bankruptcy. Other notable deals include Medtronic's acquisition of SPR Therapeutics for $650 million and KKR's sale of CIRCOR Aerospace to Parker Hannifin for $2.55 billion.

05/22/2026, 2:36 PM • Benzinga

Parker-Hannifin Buys $2.55B Flight-Critical Systems Business

Parker-Hannifin (PH) announced a $2.55 billion acquisition of CIRCOR International's Commercial and Defense Aerospace business, owned by KKR. The deal is expected to close in H2 2026 and adds complementary flight-critical motion and flow control systems. Parker projects the business to generate $270 million in 2026 sales with margins above 40% before synergies, and expects the deal to be immediately accretive to EPS and cash flow. The company also raised its full-year 2026 guidance.

05/21/2026, 2:22 PM • Benzinga

A 15.3% Yield, 2 Dividend Cuts and a $600 Million Reason to Buy

FS KKR Capital Corp (FSK), a business development company, trades at a significant discount to book value (58 cents on the dollar) despite a 15.3% yield. Despite two recent dividend cuts and rising non-accruals in its loan portfolio, KKR is backing the stock with a $600 million capital commitment including preferred stock purchases, share buybacks, and fee waivers. The author argues this management support and potential mean reversion could deliver 36% total returns.

05/20/2026, 3:07 PM • Investing

A 15.3% Yield, 2 Dividend Cuts and a $600 Million Reason to Buy

FS KKR Capital Corp (FSK), a business development company, trades at a significant discount to book value (58 cents on the dollar) despite a 15.3% yield and recent dividend cuts. KKR is backing the stock with a $600 million capital commitment including preferred stock purchases, share buybacks, and fee waivers, signaling confidence in mean reversion toward fair value.

05/20/2026, 5:10 AM • Investing

Hedge Fund Billionaire Ken Griffin Warns Wealthy Investors May Not Grasp Private Credit Risks— 'The Real Issue Here Is...'

Ken Griffin, founder of Citadel, warns that wealthy investors may not fully understand the risks of private credit investments, particularly the liquidity mismatch between investor expectations and actual fund duration. With the $3.5 trillion private credit industry facing mounting redemption pressures, major firms like Blue Owl Capital and BlackRock have already limited withdrawals from flagship funds. Despite emerging stress signals, capital raising continues as firms launch new vehicles targeting wealth management clients.

04/29/2026, 6:50 AM • Benzinga

Thrive Capital Takes On Pro Sports With A Stake In The San Francisco Giants

Thrive Capital has acquired a sub-10% stake in the San Francisco Giants through a new permanent holding company called Thrive Eternal, which focuses on assets that cannot be replicated by technology. Former Disney CEO Bob Iger has rejoined Thrive Capital as an advisor and will be involved in the sports investment strategy. The deal reflects a broader trend of private equity and venture capital firms investing in professional sports franchises as the global sports market is projected to grow from $463 billion in 2024 to $863 billion by 2033.

04/27/2026, 2:50 PM • Benzinga

TPG Built a Record Year, Then Lost 40%—Is the Selloff Overdone?

TPG Inc. achieved record performance in 2025 with $303B in AUM, 23% growth, and $51B in new capital raised, but its stock fell 40% in early 2026 amid geopolitical tensions, AI concerns, and industry-wide liquidity worries. Despite strong fundamentals and a 5.5% dividend yield, analysts maintain a Moderate Buy rating with a $64 price target, suggesting the selloff may be overdone for patient investors.

04/16/2026, 12:38 PM • Investing

3 Sectors to Buy While They’re Down and 1 to Walk Away From

Contrarian investors identify three beaten-down sectors with buying opportunities: financials (American Express, KKR, Apollo Global Management, Blue Owl Capital, Robinhood), healthcare (Molina Healthcare, Oscar Health, Hims Hers Health), and software (Microsoft, Oracle, ServiceNow, Figma). They recommend avoiding energy stocks, which have rallied too far on momentum and FOMO despite potential long-term gains.

04/07/2026, 11:31 AM • Investing

3 Sectors to Buy While They’re Down and 1 to Walk Away From

Contrarian investors identify three beaten-down sectors with opportunity: financials (American Express, KKR, Apollo Global Management, Blue Owl Capital, Robinhood), healthcare (Molina Healthcare, Oscar Health, Hims Hers Health), and software (Microsoft, Oracle, ServiceNow, Figma). They recommend avoiding energy stocks, which have rallied too far on momentum and FOMO despite potential long-term gains.

04/07/2026, 8:48 AM • Investing

Stock Market Today, April 2: Blue Owl Capital Falls After Capping Redemptions

Blue Owl Capital stock fell 1.89% after announcing it would cap redemptions at 5% for two of its funds due to elevated withdrawal requests. The move reflects broader concerns in the private credit sector, with peers like Apollo Global Management and Ares Management implementing similar restrictions. The sector faces headwinds from geopolitical tensions and concerns about AI's impact on software companies in private credit portfolios.

04/02/2026, 6:04 PM • The Motley Fool

Coder Secures $90M Series C Led by KKR to Advance Secure Enterprise AI Development

Coder, an AI development infrastructure platform, announced a $90 million Series C funding round led by KKR, with participation from QRT and Uncork Capital. The funding will support platform innovation for enterprise AI workflows and geographic expansion. Coder has achieved 300% YoY bookings growth and 184% net dollar retention, driven by customer expansion as enterprises adopt AI-assisted development tools.

04/01/2026, 7:00 AM • GlobeNewswire