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.
Source: https://www.cnbc.com/2026/02/03/private-credit-stocks-plumme…
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Software stocks have been pushed lower as investors fear the long-term impact of generative AI. There is now a growing number of attractive software stocks with considerable upside.
Prominent activist investment firms are going after Whirlpool, Norwegian Cruise Line, Tripadvisor and other laggards.
