AI Disruption
-
financeBlackstone and Guggenheim Cut Software Loans from CLOs Over AI Fears
Blackstone and Guggenheim reduce software loans in new CLOs, citing AI disruption risks.
-
financeMarket Poised for Double-Digit Returns, AI Disruption Drives Growth
Veteran macro investor Jordi Visser forecasts strong stock market performance driven by AI disruption and semiconductor demand.
-
financeAlternative Asset Managers Face Investor Scrutiny Over AI and Redemptions
Major alternative asset managers are under pressure from investors concerned about AI disruption and declining demand for private credit, testing their ability to retain capital.
-
financeWipro Faces Growth Concerns After Weak Revenue Forecast
India's Wipro's stock dipped following a weak revenue forecast, intensifying concerns over slowing growth and margin pressures for the IT firm.
-
financeWall Street Eyes Private Credit Risk Amid AI, Outflow Concerns
Major US banks are stress-testing private credit portfolios as AI disruption and fund outflows fuel concerns about the $3.5 trillion asset class. Executives express confidence despite rising default rates.
-
financeSoftware Debt Market Cracks Under Pressure From AI Disruption
CLO managers slash software loan exposure amid AI fears. Private credit spreads widen as enterprise valuation models face existential scrutiny from generative technology.
-
techAdobe CEO Shantanu Narayen to Step Down Amid AI Challenges
Adobe's long-serving CEO, Shantanu Narayen, will exit his role as the company navigates significant disruption from artificial intelligence. Shares declined on the news.
-
financeIndian IT Stocks Face Record Outflows Amid AI Disruption Fears
February saw the highest foreign outflows from Indian IT stocks in seven months as AI advancements raise concerns about future earnings and market capitalization.