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Financial stocks fell sharply as AI disruption concerns and stronger-than-expected inflation data sparked a broad market selloff. Banks and private equity firms were hardest hit.

Nvidia shares sold off after earnings beat as investors took profits, though analysts remain bullish with $300 price target by 2026 amid strong AI demand.

Blue Owl's attractive 8.7-9% dividend yield masks risks from concentrated private credit exposure, redemption pressures, and potential reliance on share dilution to sustain payouts.

Strategist Yardeni defends bullish AI outlook against warnings of mass unemployment and market crash, arguing AI augments worker productivity rather than displacing labor.

Financial stocks declined over 1% as Blue Owl Capital announced a $1.4 billion private credit fund liquidation, raising concerns about credit quality and alternative investment stability.