Analysis of 100 actively traded software company loans since January 20 finds sector-wide price pressure as investors seek defensive moats against AI disruption (Sam Goldfarb/Wall Street Journal)

Sam Goldfarb / Wall Street Journal : Analysis of 100 actively traded software company loans since January 20 finds sector-wide price pressure as investors seek defensive moats against AI disruption —  Maybe, as a trend piece.  But feels pretty boring, and based on fairly limited data.  Analysis of 100 publicly traded loans for various categories of software companies.

Go to News Site