DoubleLine, Oaktree Brace for Potential AI Pain

Published on June 8, 2026

Credit heavyweights like DoubleLine Capital LP and Oaktree Capital Management are buying debt now that can perform well if the artificial intelligence boom turns into a credit bust.

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US Stocks Rebound From Selloff as Nvidia Leads Big-Tech Gains

June 8, 2026
US stocks bounced back on Monday from the worst rout this year, as a selloff in technology stocks eased and traders assessed flaring tensions in the Middle East, which supported oil prices and energy shares.

Brace for a Flood of Oil as Soon as Hormuz Reopens

June 8, 2026
My industry soundings are far more upbeat: When it happens, it would start as a trickle, but very quickly — in just a handful of weeks, if not days — transform into an oil flood. I’m on the side of the bears, as you may have guessed.