WSJ What’s News

What’s News in Earnings: Can AI Investments Help Private Credit’s Recovery?

July 31, 2026·6 min
Episode Description from the Publisher

Bonus Episode for July 31. Investment firms like Blackstone, KKR and Blue Owl have been battered over the past year by a client exodus from private-credit funds. WSJ lead financial reporter AnnaMaria Andriotis discusses the state of the industry’s recovery from a surge in redemption requests from rattled investors and whether these firms’ investments in AI can help them recover from blows to the software sector. WSJ reporter Matt Wirz, who covers credit, hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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