AI‑led software selloff may pose risk for $1.5 trillion U.S ...
1 hour ago · A majority of the software sector's exposure is tied to lower credit ratings - with 50% of the loans holding a "B- or lower" credit rating - loans which typically denote a higher risk of default ...
Software Poses 'All-Time' Risk To Speculative Credit ...
16 hours ago · The software and technology sectors pose one of the all-time great concentration risks to the speculative-grade credit market, according to Deutsche Bank AG analysts. Bloomberg: They …
Private credit's software blind spot sparks fresh fears for ...
1 day ago · Artificial intelligence is adding a new layer of uncertainty to the private credit industry, raising concerns that some lenders may face rising defaults.
Private Credit and Software Exposure: What's Really Happening
1 day ago · Even where software exposure exists within these funds, structural seniority, broad diversification, and modest position sizing materially limit portfolio-level downside risk. We continue …
Deutsche Bank warns: the widespread use of AI and high ...
Deutsche Bank analysts warn that the software and technology industries are posing unprecedented levels of concentration risk to the speculative credit market.
Deutsche Bank: Software and technology sectors pose ... - Bitget
16 hours ago · The scale of the software and technology industries in the speculative-grade credit market reaches $597 billion and $681 billion respectively, accounting for approximately 14% and …
AI disruption poses credit risk to private lenders, warns ...
Oct 28, 2025 · Artificial intelligence’s disruptive impact on the broader software industry is a key credit risk for private credit providers, according to Deutsche Bank, with large loans to software-as-a …