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ft.com

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

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

martedì 10 febbraio 2026 New tab

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Investors ditch private credit funds on rising worries over bad loans

Publicly traded vehicles are trading at steep discounts in gloomy sign for broader industry

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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
ft.com

US stocks fall as software sell-off reignites

Private capital groups also suffer steep losses

ft.com·4 mesi fa
ft.com

The risky bet by AI start-ups

Broader, integrated software platforms for business will win out against those selling specific services

ft.com·5 mesi fa
ft.com

Investor angst over Big Tech’s AI spending spills into bond market

Debt issued by groups that are borrowing to build vast data centres has been hit in recent weeks

ft.com·7 mesi fa
ft.com

The great software stock meltdown

Sell-off may be overdone, but companies need to move faster to respond to AI

ft.com·4 mesi fa