Marktanalyse

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  • Private credit worries resurface as AI pressures software firms in $3 trillion market
    February 9, 2026, 12:10 AM EST. AI-driven tools are adding uncertainty to private credit portfolios with heavy exposure to software companies financed by opaque, illiquid loans. After Anthropic unveiled new AI capabilities, software shares slid and managers with large private credit franchises fell. Ares Management, Blue Owl, KKR, TPG, Apollo Global and BlackRock all traded lower as investors worried about AI disrupting software business models, cash flows and default risk. UBS warned that aggressive disruption could lift US private credit defaults to about 13%, well above stress levels for leveraged loans or high-yield bonds. PitchBook notes software makes up a sizable share of unitranche loans in private credit. Strains around liquidity and loan extensions predate AI, but the risk calculus has sharpened as AI adoption accelerates.

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Turning off Google’s AICore on Samsung phones sounds easy — here’s what changes

Das Deaktivieren von Googles AICore auf Samsung-Handys klingt einfach – das ändert sich

Februar 9, 2026
Tests auf dem Samsung Galaxy S24 FE zeigen, dass nach Deaktivierung von Google AICore bestimmte lokale KI-Funktionen nicht mehr funktionieren und andere auf Cloud-Verarbeitung umstellen. Bildbearbeitung in der Samsung Galerie war nur mit Cloud-Aktivierung möglich, während Funktionen wie Circle to Search weiterliefen. Speicherverbrauch blieb unverändert. Google betont, dass AICore aktuelle KI-Modelle bereitstellt.