DOUBLEL.INC.SOL.DL-,00001

DoubleLine says the AI spending boom has broadened beyond Big Tech to utilities, industrial suppliers and other high‑grade issuers, meaning investment‑grade corporate bonds may be less insulated from an AI downturn than investors assume. Its analysis found strong revenue and profit growth among top-rated issuers alongside an unusually large cash drawdown, which DoubleLine links to AI capital expenditures. The firm now screens corporate credit for AI-driven earnings to avoid unintentionally adding AI exposure to the 'safe' part of portfolios. » Mere på forbes.com

DoubleLine and Oaktree are selectively investing in bonds intended to withstand a potential credit downturn from the AI investment boom. DoubleLine warns of market overheating, the long maturities of many AI-related securities and overcapacity risks at data centers. Oaktree stresses that the financing market for data centers is still in an early, selective stage. Analysts estimate that trillions of capital will flow into AI over the next five years, mostly financed with debt. » Mere på de.investing.com

DoubleLine Income Solutions Fund (DSL) announced that Luz M. Padilla will retire effective March 31, 2026, and William Campbell will replace her as portfolio manager. Jeffrey Gundlach and Robert Cohen will remain portfolio managers of the fund. DSL trades at $11.13, near its 52-week low of $10.58; the fund offers a dividend yield of 11.92% and, according to data, has paid dividends for 14 consecutive years. » Mere på de.investing.com