Wednesday, February 4, 2026 at 4:49 PM
Fears that software companies are facing an extinction event are exaggerated, but other dangers are real.
The latest advances have companies—and the stock market—rethinking the software that handles jobs big and small.
Stock market losses highlighted the expanding threat of AI-driven disruption for financial services and the sector’s white-collar professionals.
The credit-focused firm defended its technology bets while detailing revenue and earnings gains even as stock slides.
In discussing Q4 earnings, the private-markets firm said it isn’t changing its return forecasts despite market turbulence over the software sector.
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