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Nvidia and Booz Allen Hamilton restrict their use of Fable due to a lack of ZDR assurances; source: Palantir hasn't made Fable available via its own software (The Information)

The Information : Nvidia and Booz Allen Hamilton restrict their use of Fable due to a lack of ZDR assurances; source: Palantir hasn't...

30 March 2026

An analysis of four large private-credit funds finds an average of ~25% software share exposure vs. ~19% disclosed, amid investor concerns about software stocks (Wall Street Journal)

Wall Street Journal:
An analysis of four large private-credit funds finds an average of ~25% software share exposure vs. ~19% disclosed, amid investor concerns about software stocks  —  Analysis by the Journal finds four of the largest private-credit funds have more exposure to the software industry than their filings suggest

Posted from: this blog via Microsoft Power Automate.

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