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.

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.

Source: TechMeme
Source Link: http://www.techmeme.com/260427/p10#a260427p10