Saturday, December 13, 2025

Sources: private capital giant Apollo Global has shorted loans and rapidly cut exposure to the enterprise software sector in 2025 amid concerns over AI threat (Financial Times)

Financial Times:
Sources: private capital giant Apollo Global has shorted loans and rapidly cut exposure to the enterprise software sector in 2025 amid concerns over AI threat  —  Private capital giant shorted loans and cut exposure to sector amid concerns over threat from AI



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Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to prioritize its own AI products over Azure cloud customers (Ashley Stewart/Business Insider)

Ashley Stewart / Business Insider : Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to ...