Software Amend and Extend Loan Market
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US Insight: Imprivata offers tighter loan covenants alongside spread bump as it kicks off anticipated wave of software A&Es

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Oracle Forecast Update July 2026
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Oracle: Updating Forecasts | July 2026

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Hyperscalers: Issuance & Capex – Mid-Year Update

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S. Korea & Japan: AI/Semiconductor Investment Push

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APAC Data Center Funding
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Asia COTD: How Are APAC Data Centers Funded?

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Microsoft Calendar 2026 Capex Outlook
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Microsoft: F3Q26 | Calendar 2026 Capex ~$190 Bn

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AI Quarterly 1Q26: Stack Overflow

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Oracle April 2026 Forecasts
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Oracle: April 2026 Forecasts; Upgrade to O/P

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CR TrendLines Topical Report: Software New-Issue BSL Covenant Terms: Until the Past 6 Months Looser than the Broader Market

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LMT Risk in the Software Sector
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Market Alert: LMT Risk in the Software Sector

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