The main reason the stock market capitalization of Blackstone, KKR, Apollo, Carlyle, TPG, Ares, Blue Owl, CVC, EQT, Partners Group etc. listed leading global private equity, private credit, real estate and infrastructure asset managers has fallen around 30 % is their investments in artificial intelligence, AI technology companies since 2020.
Blackstone, KKR, Apollo, Carlyle, TPG, Ares, Blue Owl, CVC, EQT, Partners Group etc. have invested large part of their newly raised private equity, private credit, real estate and infrastructure assets in artificial intelligence, AI technology leveraged buyouts, have given high interest private credit loans to mid-sized AI technology companies, have invested in energy companies providing energy and fuel for the AI companies data centers and invested in infrastructure artificial intelligence, AI data centers construction and logistics centers infrastructure for online merchandising providers.
Microsoft, Alphabet, Amazon and Meta have lost more than 10 %, Microsoft around 20 % of their market capitalization since the beginning of 2026 dragging all mid-sized and smaller artificial intelligence, AI comnpanies' mareket capitalization along with them.
Hence, the portfolios of Blackstone, KKR, Apollo, Carlyle, TPG, Ares, Blue Owl, CVC, EQT, Partners Group etc., full of AI technology companies depreciated in value.
A big role played that Blackstone, KKR, Apollo, Carlyle, TPG, Ares, Blue Owl, CVC, EQT, Partners Group etc. have done leveraged buyouts and lent private credit funds for many AU technology companies in bulk in 2021 and 2022 at stratospheric valuations which are now coming down to earth.
After the sell off is done the stocks of Blackstone, KKR, Apollo, Carlyle, TPG, Ares, Blue Owl, CVC, EQT, Partners Group etc. could prove undervalued, according to Wolfteam Ltd.'s projections and estimates.
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