Tag: AI disruption

Altcoins

AI Disruption Hits Software Stocks Hard

Software stocks have taken a beating from AI fears, but one top investor says the real trouble is only beginning....

21/03/2026

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AI Disruption: Software Valuations Face Reality Check

A top private equity figure just admitted some software valuations deserve their hits from AI—and others are oversold gems. But...

19/03/2026

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Orlando Bravo Defends Private Markets Amid Criticism

When private markets face heavy scrutiny over valuations and liquidity, one top investor insists his backers remain calm and confident....

19/03/2026

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Private Credit Shakeout Warning: Defaults Near Covid Levels

Analysts are forecasting a major shakeout in private credit, with defaults potentially matching Covid-era peaks due to AI hammering software...

19/03/2026

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Navan Stock Plunges on AI Fears: Why Buy the Dip

A promising corporate travel platform's shares have cratered 48% this year as investors panic over AI taking over bookings and...

19/03/2026

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Market News

Private Equity Software Valuations Exposed as Wrong

A senior figure in private markets just admitted something explosive: private equity valuations in software are all wrong. With AI...

16/03/2026

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Market News

James Caan on AI Disruption and Reviving British Business

AI is slashing entry-level jobs faster than anyone expected, with big firms cutting graduate hires by over half. Serial entrepreneur...

15/03/2026

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Private Equity’s AI Push: Devouring Its Own Software Empire

Private equity built the modern SaaS world by pushing cloud tools into countless companies. Now, a potential AI alliance could...

14/03/2026

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Market News

Adobe CEO Shantanu Narayen Steps Down After 18 Years

After steering Adobe through massive transformations for 18 years, Shantanu Narayen just announced he'll step down once a successor steps...

13/03/2026

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Market News

Private Credit Risks: Is the Next Wall Street Crisis Looming?

Private credit has exploded in popularity, promising juicy yields—but recent redemptions, markdowns, and AI worries are raising alarms. Could this...

13/03/2026

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