gonin/iStock via Getty Images The pace of private equity and venture capital investment in application software slowed for at least three consecutive years amid rising concerns about the risks advances in artificial intelligence could pose to software company growth. Application software deals backed by private equity and venture capital firms totaled 3,665 globally in 2025, down 21% from 4,638 de...
gonin/iStock via Getty Images The pace of private equity and venture capital investment in application software slowed for at least three consecutive years amid rising concerns about the risks advances in artificial intelligence could pose to software company growth. Application software deals backed by private equity and venture capital firms totaled 3,665 globally in 2025, down 21% from 4,638 deals in 2024, according to S&P Global Market Intelligence data. Deal volume declined for at least the third consecutive year in 2025, while aggregate deal value was the highest total since 2022 at $148.72 billion. The median value of private equity transactions in the sector rose to $280 million in 2025, higher than the $241.8 million median recorded in 2022, the year ChatGPT was released, the data shows. Alternative asset managers' exposure to the software sector was under the spotlight after an early-February sell-off of technology stocks. The market turbulence was the result of rising anxiety among public market investors that AI-powered automation could trim software company growth and erode valuations in the sector, said Scott Denne, a senior research analyst at 451 Research. "What is happening is that they don't feel like they have clarity on how to price the risk of AI," Denne said. Estimating exposure Private markets managers have been grappling with those same uncertainties for years, according to Ares Management Corp. CEO Michael Arougheti. "It is quite odd to us that the public markets have woken up to AI disruption as a theme. If you've been investing over the last five-plus years and you haven't been thinking about opportunities and risks created from technology and AI implementation, you've probably been asleep at the switch," Arougheti said in a Feb. 10 conference interview. A week earlier, on Ares' fourth-quarter 2025 earnings call, Arougheti said investments in software companies accounted for about 6% of Ares' approximately $622.5 billion in assets under ma...
Sweden's Oskar Eriksson and Canada's Marc Kennedy exchange tense words after the Swedes accused the Canadian's of double-tapping their stones during their men's curling match at the 2026 Winter Olympics.
Sweden's Oskar Eriksson and Canada's Marc Kennedy exchange tense words after the Swedes accused the Canadian's of double-tapping their stones during their men's curling match at the 2026 Winter Olympics.
Investing.com -- Tesla’s plan to develop 100 gigawatts of solar manufacturing capacity reflects a long-term strategic view shaped by geopolitics, supply chain risks, and rising power needs from next-generation data centers, according to Morgan Stanley in a note this week.
Investing.com -- Tesla’s plan to develop 100 gigawatts of solar manufacturing capacity reflects a long-term strategic view shaped by geopolitics, supply chain risks, and rising power needs from next-generation data centers, according to Morgan Stanley in a note this week.