By Patturaja Murugaboopathy and Matt Tracy April 28 (Reuters) - Private credit fund Ares Capital Corp's balance sheet at the end of March shows the firm does not expect much strain from the liquidity ...
Ares Capital reported first-quarter 2026 results showing stable software loan valuations despite broader market volatility and AI disruption fears. Management cited a third-party review finding 85% of ...
Venture capital is moving beyond software as deep tech, AI, and physical-world innovation redefine long-term value creation and investment strategy.
Constellation Software is rated a hold due to slowing growth, lower hurdle rates, and increasing acquisition challenges. CSU's growth is heavily acquisition-dependent, with organic growth below 5% and ...
As enterprises move beyond AI experimentation, the focus has shifted to unlocking the massive volume of unstructured data that remains difficult to protect at scale. According to the research firm ...
Software default rates are at risk of soaring into double digits as disruption from artificial intelligence spreads and loans come due, according to Bain Capital. “We’re going to see real stress in ...