As redemptions jump and AI fears swirl, private credit giants defend their software bets.

Shares of stocks with significant private credit market exposure were diving on fears about exposure to the industries being disrupted by artificial intelligence, including software.

Exposure to software firms at US private equity shops rose meaningfully in 2025, leading to an elevated concentration in the segment just as public valuations of many software names are being reset ...

XSW offers diversified exposure to the software sector, balancing large, mid, and small caps, unlike concentrated large-cap peers like VGT. The fund is well-positioned to benefit from accelerating A.I ...

The surest sign of market dislocation is when banks start quantifying their exposure to a given issue. JPMorgan Chase late Monday told investors about its exposure to software companies in wake of the ...