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Tech x VC | Technology, AI, semiconductors & venture capital

Tech x VC · Global · Technology, AI, semiconductors, and venture capital for builders and investors | Showing 2 of 2

Tech x VC | Technology, AI, semiconductors & venture capital

Technology, AI, semiconductors, and venture capital — curated for builders and investors.

Tech x VC · Global · Showing 2 of 2

Software Maturity Wall | Torsten Slok's The Daily Spark | Apollo Global

First, there was a lot of chatter about the Treasury Debt Maturity Wall. Now add Software to that. > Apollo: Software faces a massive $40 billion maturity wall in 2028, dominated by lower-rated B- credits, exposing the sector to refinancing risks amid AI disruption and rates higher for longer, see chart.

Mar 19, 2026·AI
Software Maturity Wall | Torsten Slok's The Daily Spark | Apollo Global

https://media.licdn.com/dms/document/media/v2/D4D1FAQEb-_85pfKBRw/feedshare-document-pdf-analyzed/B4DZzQUsYVHwAY-/0/1773021613036?e=1774483200&v=beta&t=iEgHlxmJ4d0302x5JNCnWy0D0m1M14pfaQtBcNp2PQE

*Debt, Deficits & Global Imbalances: Are Capital Controls Back on the Table? #J.P.Morgan #Report*

Mar 14, 2026·Macros
https://media.licdn.com/dms/document/media/v2/D4D1FAQEb-_85pfKBRw/feedshare-document-pdf-analyzed/B4DZzQUsYVHwAY-/0/1773021613036?e=1774483200&v=beta&t=iEgHlxmJ4d0302x5JNCnWy0D0m1M14pfaQtBcNp2PQE
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AIApolloDebt
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FinanceMarkets & InvestmentsPE/VCPrivate CreditReportReport, Blogs & InsightsRiskSoftware

Software Maturity Wall | Torsten Slok's The Daily Spark | Apollo Global

First, there was a lot of chatter about the Treasury Debt Maturity Wall. Now add Software to that.

Apollo: Software faces a massive $40 billion maturity wall in 2028, dominated by lower-rated B- credits, exposing the sector to refinancing risks amid AI disruption and rates higher for longer, see chart.

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UJ
Mar 19, 2026
Source
MacrosDollarDebt
Technology
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InvestmentJ P MorganReportPE/VCFinanceWall StreetMacro / EconomicsReport, Blogs & InsightsMarkets & InvestmentsCurrencies & FXFixed IncomeMonetary Policy

https://media.licdn.com/dms/document/media/v2/D4D1FAQEb-_85pfKBRw/feedshare-document-pdf-analyzed/B4DZzQUsYVHwAY-/0/1773021613036?e=1774483200&v=beta&t=iEgHlxmJ4d0302x5JNCnWy0D0m1M14pfaQtBcNp2PQE

Debt, Deficits & Global Imbalances: Are Capital Controls Back on the Table? #J.P.Morgan #Report

View Full Article
UJ
Mar 14, 2026