For more than 15 years, business software steadily came to dominate every industry sector of the economy. The advancement of enterprise software was relentless. This week, investors became very ...
The software-apocalypse is hitting private credit, putting the biggest players on defense. Following concerns over Blue Owl's software exposure, other leaders are talking up their portfolios. Execs ...
As concerns continue to mount about loans to software companies, one private credit fund is calling itself a relative “safe haven” due to lack of exposure. SLR Investment Corp., a private lender, has ...
It’s not just the stocks of software companies that are taking hits from worries about artificial intelligence. In the private credit market, where loans to software firms had become a favored sector ...
Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...
Arthur Mensch, CEO of Mistral AI, said more than 50% of current software in an enterprise could be replaced by AI. Software stocks have sold off on fears AI could eat into so-called software as a ...
Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential bargain hunters: most shares are still toxic and few firms will survive. “We ...
Software stocks have been hammered as fears of AI proliferation take hold. This provides a compelling opportunity for savvy investors. By Danny Vena, CPA – Feb 14, 2026 at 3:02AM EST AI start-up ...
A quick scan of Pricefx’s website leaves little doubt how the company sees itself. “The #1 Leading Pricing Software” is splashed across its homepage. As is “Great Pricing Software Makes Dreams Reality ...
In recent weeks, a range of large “software-as-a-service” companies, including Salesforce, ServiceNow and Oracle, have seen their share prices tumble. Even if you’ve never used these companies’ ...
The private credit “cockroaches” may have finally arrived, and they’re scurrying from the software sector. They may also have created opportunities in shares of business development companies that own ...
The mortgage market is showing signs of recovery. After years of navigating elevated interest rates that began climbing in late 2021, lenders are seeing a path forward. The Mortgage Bankers ...
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