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ft.com

Shares of private capital giants sink on worries AI risks hitting growth

Ares, Blue Owl and KKR warn on outlook for 2026 as concern about exposure to software investments weighs on sector

giovedì 5 febbraio 2026 New tab

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Big Tech groups race to fund unprecedented $660bn AI spending spree

Executives face choice between cutting returns to shareholders, raiding reserves or tapping the markets

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Investors reluctant to ‘buy the dip’ after AI scares

Sectors including wealth management and trucking have been hit with sudden share price declines

ft.com·4 mesi fa
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Apollo took bearish software view with bets against corporate debt

Private capital giant shorted loans and cut exposure to sector amid concerns over threat from AI

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Investors sour on listed credit funds over AI hit to software sector

Business Development Companies’ bonds and equity have fallen sharply this year

ft.com·4 mesi fa
ft.com

US stocks fall as software sell-off reignites

Private capital groups also suffer steep losses

ft.com·4 mesi fa