Modern object-oriented programming techniques are transforming PLC programming, making industrial automation faster to build, ...
Oaktree Capital Management assured clients its exposure to software companies and direct lending remains limited, as global private credit funds retreat from areas showing heightened risk. Co-founder ...
Bruce Richards sees trouble brewing for private credit. The Marathon Asset Management CEO outlined a distress scenario stemming from bad software loans. The default rate on some private credit loans ...
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Many private-credit fund managers are playing down their exposure to software as fears spread about threats from artificial intelligence. A detailed analysis revealed four large funds marketed to ...
Morgan Stanley says defaults in private credit could jump toward COVID-era highs. The bank sees loan defaults being driven by AI's disruptive effects on the software sector. Software accounts for ...
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 ...
New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...
New tools from Anthropic tanked software stocks on Tuesday, with weakness continuing on Wednesday. Software stocks have wobbled for months, and the sector officially entered a bear market last week.
Software stocks fall on AI disruption fears, but selling intensity eases Scramble to shield portfolios as AI muddies valuations, business prospects Selloff has been overdone, analyst says Software and ...
A new AI automation tool from Anthropic PBC sparked a $285 billion rout in stocks across the software, financial services and asset management sectors on Tuesday as investors raced to dump shares with ...
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