Private credit’s software blind spot sparks fresh fears for  trillion sector

Private credit’s software blind spot sparks fresh fears for $3 trillion sector

Private credit markets are facing fresh uncertainty as AI-driven tools start to pressure software companies, a major borrower group for private lenders. The software industry came under renewed pressure last week after artificial intelligence firm Anthropic unveiled new AI tools, sparking a sell-off in software data provider shares. The AI tools, developed by Anthropic, are…

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One public stock is back door way to play boom in private Anthropic

One public stock is back door way to play boom in private Anthropic

Investors itching to jump on Anthropic, if and when it goes public, should in the meantime scoop up shares of Zoom Communications , Virtus Investment Partners chief market strategist Joe Terranova told CNBC’s “Halftime Report” on Monday. Zoom offers indirect exposure to Anthropic because it’s a large investor in the artificial intelligence darling, Terranova said….

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