Bloomberg:

Nomura: total returns for software debt in collateralized loan obligations have been lower than all other sectors in 2026, amid fears about AI's impact on SaaS  —  Amid broad euphoria in credit markets, one type of debt is facing growing fear.  —  Software companies, larded up with debt …

Bloomberg:

Nomura: total returns for software debt in collateralized loan obligations have been lower than all other sectors in 2026, amid fears about AI's impact on SaaS  —  Amid broad euphoria in credit markets, one type of debt is facing growing fear.  —  Software companies, larded up with debt …

Source: TechMeme
Source Link: http://www.techmeme.com/260131/p17#a260131p17