Analysis of 100 actively traded software company loans since January 20 finds sector-wide price pressure as investors seek defensive moats against AI disruption (Sam Goldfarb/Wall Street Journal)

Sam Goldfarb / Wall Street Journal:
Analysis of 100 actively traded software company loans since January 20 finds sector-wide price pressure as investors seek defensive moats against AI disruption  —  Maybe, as a trend piece.  But feels pretty boring, and based on fairly limited data.  Analysis of 100 publicly traded loans for various categories of software companies.

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