AI & Automation in Credit

Apollo bet against software makers exposed to AI (APO:NYSE)

Apollo Global Management (APO) bet against software makers vulnerable to artificial intelligence and cut its credit exposure to the sector. Read more here.

AI Data Center Debt Deal Boom Reshapes Credit Markets

Big Tech’s appetite for AI expansion is driving a record $125 billion debt wave, raising fresh questions about stability and investor confidence.

AIR raises $6.1m to modernise private credit ratings with AI

AI-powered credit intelligence platform AIR has raised $6.1 million in a seed funding round co-led by Work-Bench Ventures and Lerer Hippeau.

Is Blackstone (BX) Using AI And Infrastructure Deals To Reframe Its Private Credit Risk Story?

Recently, Blackstone’s CEO Stephen Schwarzman pushed back on concerns that private credit fueled recent auto-sector bankruptcies, while the firm was also reported to be in advanced talks to buy utility-parts ... Is...

Blue Owl Capital Is A Tangled Web

I wonder whether the complexity of Blue Owl’s structure, the inherent opacity of publicly traded private credit and stress to their AI business is priced in their valuations.

Market fears mount over private credit inflating the AI bubble

BlackRock, T.Rowe Price and Wilson Asset Management have all warned that as AI builders turn away from free cash flow and towards riskier funding sources for infrastructure, it could pour ... Market...

ETHZilla takes stake in Karus to tokenize AI-modeled auto-loan portfolios

Crypto treasury company ETHZilla (ETHZ) has taken a strategic step into onchain credit with the acquisition of a 20% fully diluted stake in automotive-finance AI startup Karus.The $10 million deal ... ETHZilla...

Former RBI governor Raghuram Rajan cautions investors as private credit risks build globally

Rajan highlights concerns over unregulated private lending, AI-driven optimism, and the potential for financial instability amid ample liquidity and Fed rate cuts

Bank of England says AI, private credit and gilt repos pose increased risks

The Bank of England said on Tuesday risks to Britain’s financial system had risen this year due to stretched valuations of companies investing in artificial intelligence, risky lending to big ... Bank...

Blue Owl Is Now the Face of Private Credit Anxiety

Add AI and fickle wealth to the mix of market jitters, and the firm provides investors the perfect focus for their worries.