{"id":208938,"date":"2026-02-01T15:56:00","date_gmt":"2026-02-01T20:56:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/02\/01\/software-company-loans-plummet-amid-ai-concerns\/"},"modified":"2026-02-01T17:30:21","modified_gmt":"2026-02-01T22:30:21","slug":"software-company-loans-plummet-amid-ai-concerns","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/02\/01\/software-company-loans-plummet-amid-ai-concerns\/","title":{"rendered":"Software Company Loans Plummet Amid AI Concerns"},"content":{"rendered":"

Software Company Loans Plummet Amid AI Concerns<\/a><\/p>\n

https:\/\/www.pymnts.com\/artificial-intelligence-2\/2026\/software-company-loans-plummet-amid-ai-concerns\/<\/a><\/p>\n

Publish Date: 2026-02-01 15:56:00<\/a><\/p>\n

Source Domain: www.pymnts.com<\/a><\/p>\n

Software companies are reportedly seeing their loan prices fall amid AI-related worries.<\/span><\/p>\n

As Bloomberg news <\/span>reported<\/span> Saturday (Jan. 31), investors are concerned that artificial intelligence (AI) advances, such as the coding abilities of <\/span>Anthropic\u2019s<\/span> Claude model, will make many software offerings redundant.\u00a0<\/span><\/p>\n

\u201cA storm has hit the loan market,\u201d <\/span>Scott Macklin<\/span>, head of U.S. leveraged finance at asset manager <\/span>Obra Capital<\/span>, told Bloomberg.<\/span><\/p>\n

\u201cThe heaviest calendar in months, largely repricing-driven but still overwhelming, has collided with mounting existential questions around software business models as AI reshapes the sector, which is the single largest in loans. Layer on an unusually heavy flow of BWICs [bids wanted in competition] and you have a full blown \u2018loan-ageddon.\u2019\u201d<\/span><\/p>\n

Software is one of the biggest components of the leveraged loan market, accounting for 12% of the credits in the Bloomberg U.S. Leveraged Loan Index. Software debt in collateralized loan obligations, which are bonds backed by portfolios of leveraged loans, has notched the worst total returns so far this year versus all sectors, according to data compiled by Nomura.<\/span><\/p>\n

Bloomberg noted that the selloff in the software loan market is in sharp contrast to the remainder of the levered loan space, where sales surged after President Donald Trump halted his <\/span>tariff<\/span> threats against Greenland. Leveraged loan sales hit a new weekly record in Europe.<\/span><\/p>\n

Advertisement: Scroll to Continue<\/p>\n

Anthropic last week introduced a <\/span>new plugin<\/span> for its AI collaborator Cowork, letting users tailor Claude to specific job functions. For instance, a sales plugin could connect Claude to the user\u2019s customer relationship management (CRM) system and knowledge base, let it learn the user\u2019s sales process, and offer commands for prospect research, sales follow-ups and other tasks.<\/span><\/p>\n

In other AI news, PYMNTS wrote last week about new research showing that most people <\/span>interact with conversational AI<\/span> through a single dominant…<\/span><\/p>\n

Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Software Company Loans Plummet Amid AI Concerns https:\/\/www.pymnts.com\/artificial-intelligence-2\/2026\/software-company-loans-plummet-amid-ai-concerns\/ Publish Date: 2026-02-01 15:56:00 Source Domain: www.pymnts.com…<\/p>\n","protected":false},"author":1,"featured_media":208939,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/www.pymnts.com\/wp-content\/uploads\/2026\/02\/Claude-software-AI-loans1.jpg","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-208938","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/208938"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=208938"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/208938\/revisions"}],"predecessor-version":[{"id":208940,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/208938\/revisions\/208940"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/208939"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=208938"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=208938"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=208938"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}