Marathon Asset Management founder and CEO Bruce Richards has raised alarm bells about the private credit sector’s heavy exposure to the software industry, warning that default rates in ...

AXIOM EMPLOYEE ACCUSED OF ALLEGEDLY INSIDER TRAINING BY ZACHXBT: Blockchain sleuth ZachXBT said a senior employee at onchain ...

Perplexity AI's new "Computer" system is being pitched as a potential alternative to the $30,000-per-year Bloomberg Terminal, raising fresh questions about software pricing power as the IGV ETF slides ...

As concerns continue to mount about loans to software companies, one private credit fund is calling itself a relative “safe haven” due to lack of exposure.

The data giant’s conversational AI interface might seem novel, but others say having one is becoming a bare minimum in the world of trading ...

Carey Business School experts Ritu Agarwal and Rick Smith share insights ahead of the latest installment of the Hopkins Forum, a conversation about AI and labor on Feb. 25 ...

Software billionaires have seen their fortunes plunge by at least $62 billion this year following a selloff on Tuesday that deepened the industry’s months-long decline. A trio of founders from ...

A selloff in software debt has pushed billions of dollars of loans into distressed territory, rapidly repricing a market amid the threat of AI disruption. More than $17.7 billion of US tech company ...

Dave Lee is Bloomberg Opinion's US technology columnist. He was previously a correspondent for the Financial Times and BBC News. Just four paragraphs on the website of Anthropic PBC were enough to ...

Anthropic just launched a new AI tool that could replace dozens of software tools. And Wall Street is panicked. Claude Cowork is meant to be like an AI colleague, with the ability to read files, ...

Welcome to The Brink. We’re Giulia Morpurgo and Luca Casiraghi, reporters in London and Milan following the existential threat to software companies play out in the debt market. We also have news on ...

Apollo Global Management’s John Zito left the audience of investors stunned. Addressing a gathering in Toronto last fall, he said that the real threat for private capital markets wasn’t tariffs, ...