Arini’s Lemssouguer Says AI Fear Alone Risks Software Defaults

Market Intelligence Analysis

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Why This Matters

Hamza Lemssouguer from Arini Capital Management warns that fear of AI disruption may lead to increased borrowing costs for software companies, potentially causing debt problems for the sector.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Fear of AI’s potential for disruption is enough to push up borrowing costs for software companies, causing problems for a sector that has a lot of debt, according to Arini Capital Management’s founder Hamza Lemssouguer.

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Original article published by Bloomberg on February 24, 2026.
Analysis and insights provided by AnalystMarkets AI.