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Trash bags are exposing the weakness… Palantir's SaaS is dead claim is… Kirkland Ellis is betting 500M that… Binance's June 1 reveal puts its… Trash bags are exposing the weakness… Palantir's SaaS is dead claim is… Kirkland Ellis is betting 500M that… Binance's June 1 reveal puts its…
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Cegid shows private credit still likes the right software borrower
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Cegid shows private credit still likes the right software borrower
Arcmont and Ares are co-leading a €1.1 billion private credit loan to Silver Lake-backed Cegid. The deal shows lenders are still backing software companies with scale, recurring revenue and operationally embedded products, even as AI pressure weighs on weaker SaaS borrowers.
Judith Murphy
5 min read
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CoreWeave is turning AI compute anxiety into a backlog test
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Aviva shows how AI is now fighting and fueling insurance fraud
Texas grid tests put AI data center growth on notice this summer
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