Hercules Capital Q2 2026: Strong Dividend Coverage, but Repayments Shrunk the Portfolio

HTGC produced strong income, rising NAV and low non-accruals, but record early repayments exposed the tension between venture-credit demand and portfolio retention.

Main Street Capital Q2 2026: NAV Rose, but Total Dividends Outran NII

MAIN's final Q2 results paired another NAV increase with strong regular-dividend coverage, but NII did not cover the combined regular and supplemental payout.

Ares Capital Q2 2026: The Dividend Held, but NAV and Credit Quality Weakened

ARCC covered the dividend in Q2, but the quarter's more important signal was weaker asset-value and credit quality beneath stable core earnings.

BDC Weekly: How Meta’s AI Data Centers Are Pulling Private Credit Into Infrastructure

AI used to reach private credit through software borrowers. Now it arrives as a gigawatt-scale infrastructure project with billions of dollars of debt.

PennantPark Floating Rate Capital: The Monthly Dividend BDC After The Reset

PFLT still offers monthly BDC income. But after the dividend reset, the question is different: whether the new payout leaves enough room for NAV discipline, credit losses, leverage, and joint-venture growth.

BDC Weekly: The Rate Tailwind Has Split in Two

The Fed did not give markets a path. It gave them a fork. For BDC investors, the old higher-for-longer trade is splitting into two stories: income and credit.

Asset-Backed Finance And AI Infrastructure: How Data Centers Become Collateral

AI infrastructure is becoming physical enough to finance against. The key question is whether data-center leases, equipment, receivables, and power contracts can produce reliable cash flow.

How AI Infrastructure Gets Financed: The Private-Market Capital Stack Behind Data Centers

The AI boom is not only a chip story. It is a capital-formation story built on power, land, leases, collateral, private credit, asset-backed finance, and long-duration underwriting.

Private Credit Fund Terms Explained: Lockups, Redemption Windows, Gates And Liquidity Risk

Private-credit fund terms are where the liquidity promise becomes real: lockups, redemption windows, gates, caps, proration, NAV marks, and the tradeoff between private assets and investor cash.

BDC Weekly: The Funding Test Is Hitting Private Credit

Hercules kept lending, Main Street and Blue Owl worked the liability side, Prospect priced new notes, and Ares put Q2 earnings on the clock. The BDC story is shifting from headline yield to funding power.

BDC Weekly: The Fed Is Keeping Money Expensive As AI Raises The Demand For Credit

The Fed is keeping the price of money high just as AI infrastructure is creating a new capital-demand shock. BDCs are where the private-credit squeeze becomes visible.

Who Finances AI Data Centers? The Capital Stack Behind The AI Boom

QQQ owns the visible AI story. The data-center financing stack shows the hidden credit, real-estate, infrastructure, and private-market layer underneath it.