FINWIRES · TerminalLIVE
FINWIRES

Market Chatter: Barclays Advises Borrowers to 'Prepare for War' in Software Refinancing

By

Barclays (BCS) is advising borrowers to "prepare for war, but hope for peace" due to an upcoming maturity wall for software companies, Bloomberg reported Wednesday, citing Na Wei, global head of leveraged finance of the bank.

Panelists at the Bloomberg Global Credit Forum, including Wei, said direct lenders are being more selective this year, with Wei saying private credit is "bidding to lose" in some cases, according to the report.

Concerns about private credit firms' exposure to the software sector and the potential negative impact of artificial intelligence developments have brought the market's first major stress test in 2026, Bloomberg said.

Barclays did not immediately reply to a request for comment from.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Price: $24.73, Change: $-0.56, Percent Change: -2.20%

Related Articles

Wire

Update: Market Chatter: Pershing Square Looks to Sell Stake in Universal Music Group

(Updates with Pershing's reply to a request for comment in the last paragraph.)Pershing Square (PS) will sell about 80.6 million shares in an overnight placing, as Bill Ackman's hedge fund looks to exit its position in Universal Music Group, Bloomberg reported Wednesday, citing a statement.The sale comes days after Universal Music rejected Pershing's takeover bid, the report said. Bank of America (BAC) is marketing the shares at a range of 17.66 euros ($20.48) to 18.62 euros each, the report said, citing the terms that it viewed.Pershing Square declined to comment, while Universal Music didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $35.21, Change: $-0.97, Percent Change: -2.68%

$PS
Wire

Market Chatter: Anthropic Said to Select Goldman Sachs, Morgan Stanley to Lead IPO

Amazon-backed (AMZN) Anthropic has chosen Goldman Sachs (GS) and Morgan Stanley (MS) to lead its initial public offering, Bloomberg reported Wednesday, citing people familiar with the matter.JPMorgan Chase (JPM) is also working on the deal, the report said. Anthropic is considering going public as early as October, according to the report.The companies didn't immediately reply to requests for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $248.36, Change: $-8.16, Percent Change: -3.18%

$AMZN$GS$JPM$MS
Wire

Anthropic Said to Select Goldman Sachs, Morgan Stanley to Lead IPO, Bloomberg Reports

Anthropic Said to Select Goldman Sachs, Morgan Stanley to Lead IPO, Bloomberg Reports

$AMZN$GS$MS