NEWS
Private Credit Marches Quietly Into Software Buyouts
Direct lenders now underwrite ARR the way banks once underwrote EBITDA.
BY GENIUS NEWS 24 EDITORIAL TEAM · JUL 4, 2026 · 6 MIN
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ANALYSIS
AI Infrastructure Is Creating a New Category of Credit Risk
The AI buildout is becoming a credit-market story because infrastructure ambitions increasingly exceed what companies can finance comfortably through ordinary operating budgets.
BY GENIUS NEWS 24 EDITORIAL TEAM · JUL 27, 2026 · 6 MIN
ANALYSIS
The Eval Crisis: Why Nobody Trusts the Leaderboard
Public benchmarks have decoupled from production performance. Enterprises are building private evals — and keeping them secret.
BY GENIUS NEWS 24 EDITORIAL TEAM · JUL 6, 2026 · 11 MIN
