Private Credit Stocks Plummet on Concern About Exposure to Software Industry Disrupted by AI

Private credit stocks plummet on concern about exposure to software industry disrupted by AI

Shares of stocks with significant private credit market exposure were diving on fears about exposure to the industries being disrupted by artificial intelligence, including software.

Private Credit Stocks Crash After Shock Report Reveals Huge Exposure To Collapsing Software Sector

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

‘SaaSpocalypse’ Strikes As Private Credit-Software Stock Vicious Cycle Accelerates

‘SaaSpocalypse’ Strikes As Private Credit-Software Stock Vicious Cycle Accelerates Yesterday, in a must read report for everyone, we highlighted the shocking reality of the circular firing squad evolving between private credit providers (BDCs) and software companies as the latter suffers from artificial intelligence’s domination and the former’s pain grows from the massive exposure it faces to those very same software entities. “Software is th…

BDC shares slide amid concerns over software exposure

Shares of US-listed business development companies (BDCs) fell on Monday, as investor concerns over exposure to the software sector weighed on the group. Blue Owl Capital Corp’s stock closed down more than 4%, hitting its lowest level since October 2022, according to a report by Bloomberg. Other lenders were also under pressure. Ares Capital Corp ended the session down 1.9%, while shares in Trinity Capital and Sixth Street Specialty Lending both…

Does The BDC Sector Have A Software Credit "Shock" Coming?

February 2, 2026On February 1, 2026 Bloomberg columnist Paul J. Davies who covers banking and finance and used to be a reporter for the Wall Street Journal and the Financial Times, wrote an article warning that "Private Credit Is Headed For A Software Shock". He contends - principally on the strength of information provided by a UBS analyst - that "many enterprise software companies could soon be put out to pasture due to the artificial intellig…