Thoma Bravo's Orlando Bravo has publicly argued that AI is a tailwind for enterprise software, making existing products more ...
11hon MSN
Apollo's John Zito questions private equity's software valuations: 'All the marks are wrong'
While Wall Street figures have flagged risks in private credit, Apollo's Zito is among the first within private credit to candidly acknowledge weakness.
OpenAI and its rivals have been pushing to convince more business professionals to pay up for their services to offset the ...
The Apollo executive warned that private credit lenders and their backing investors could experience significant losses. He said lenders to a generic small-to-medium sized software firm could recover ...
In recent years, AI has been seen as a potential catalyst for software companies - a way to reinvigorate growth rates while also expanding margins. Read more here.
Private‑equity stocks sank sharply on Tuesday as the deep correction in software shares spread across financial markets, sparking concern that stress in credit portfolios could emerge next. Major ...
10don MSN
Here's how private credit bosses are defending their software bets as markets scrutinize Blue Owl
As redemptions jump and AI fears swirl, private credit giants defend their software bets.
Shares of stocks with significant private credit market exposure were diving on fears about exposure to the industries being disrupted by artificial intelligence, including software.
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Private credit faces risk as software loans mature. Learn why refinancing may stall, what AI disruption means, and options for sponsors—read the ...
The private capital industry’s problems are far worse than Wall Street has acknowledged, as traditional metrics obscure weaknesses in the leveraged buyout market, according to a top credit hedge fund.
Investors have worried about who would get hit if there’s a private credit bust. Many on Wall Street think the pain goes ...
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