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Ares (ARES) CEO says demand has remained consistent despite recent market noise, seeing investors lean in; continue to exceed fundraising targets in most of our flagship fundraisers

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CFO says not seeing any credit deterioration broadly within software, only one software company on non accrual.

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U.S. Markets

Eli Lilly (LLY) Q2 2026 (USD): Adj. EPS 8.38 (exp. 6.01), Revenue 23bln (exp. 20.7bln)

LLYGeopolitics

Gulf official tells CNN “50:50” chance US and Iran could reach deal by Friday, CNN reports; Iranian delegation does not include IRGC, which would need to sign off on details of provisional agreement

Geopolitics

The draft agreed to by Iranian and Omani negotiators awaits final approval from Iran’s supreme leader, two regional officials told The Associated Press on Wednesday