Softcat Upgrades Guidance as Investor Perception Shifts From AI Skepticism to Opportunity
Softcat Plc has upgraded its guidance, shifting investor perception from viewing it as an AI laggard to recognizing it as an AI opportunity
Marco Bianchi
Oaktree Capital Warns of Hidden Risks Lurking Behind AI Debt Boom
Oaktree Capital Management’s Danielle Poli warned of hidden risks in the AI debt boom, cautioning that massive AI debt issuance could create future cracks in credit markets, especially in private credit and leveraged loans, while noting that higher interest rates may persist longer than expected.