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CROSS-CATEGORY: Wall Street Splits on SaaSpocalypse — JPMorgan Marks Down, Deutsche Bank Says Buy, Thoma Bravo Goes Selective
Three of the most powerful financial institutions in software arrived at divergent verdicts on the SaaSpocalypse in the same two-week window: JPMorgan marked down software loan portfolios triggering private credit cascades (bearish on credit risk), Deutsche Bank declared 'disruption worries have peaked' with specific stock picks via a GenAI resilience scorecard (bullish on equity), and Thoma Bravo's Orlando Bravo said some cuts are 'very warranted' while identifying protected compliance-heavy categories (selective). This three-way institutional split creates a pricing signal vacuum unprecedented in enterprise software history.
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