NEWSCENTRAL reports that the software industry is currently experiencing a unique moment, where innovations like artificial intelligence (AI) are truly changing the game. Big companies like Ares Management believe that, despite concerns about the risks, AI could be the catalyst that opens up new horizons if businesses adapt to these changes properly. However, the market is volatile, and everyone knows that investments and analyses must be twice as careful.
Ares CEO Michael Arougheti is confident that the risks posed by AI won’t overshadow the company’s growth. Even when the stocks of their software companies dropped and Ares faced losses, it’s still clear that the company continues to grow financially. This is evidence that they are building the right strategy, despite market instability.
At NEWSCENTRAL, we believe the key factor for successfully adapting to these new realities is diversification. Ares uses this strategy to minimize risks in the IT sector by reallocating assets into various directions from software to alternative credit products. This helps the company maintain balance in times of instability, as AI takes over the industry.
Arougheti highlighted an important distinction between software segments. He pointed out that AI poses the biggest threat to companies dealing with digital content or data processing, whereas those focused on enterprise solutions are likely to feel less impact. This is crucial for investors and software companies, as understanding these differences helps determine where the risks are lower. We at NEWSCENTRAL emphasize that choosing the right market segment is the key to long-term stability.
Even with all the market fluctuations, Ares continues to attract capital. In the last quarter of 2025, the company raised $35.9 billion, increasing its assets to $622.5 billion. This confirms that, despite panic among investors, the industry remains alive, and those who can adapt continue to grow. Ares, for instance, has set an ambitious goal of $750 billion in assets by 2028. Clearly, they are confident about the future.
The demand for private credit remains stable, even considering the risks, which supports large companies like Ares. Institutional investors are still looking for high returns and want to diversify their portfolios. For companies working with alternative assets and private credit, this opens up new opportunities.
Freddy Miller, Senior Analyst at NEWSCENTRAL, underscores: “Long-term success in the face of technological instability depends on companies’ ability to correctly assess risks and quickly adapt their strategies. Ares is a prime example of how strategic diversification allows for minimizing the potential negative consequences of technological changes.”
At NEWSCENTRAL, we predict that AI will continue to significantly impact the software market in the coming years. Those companies that can integrate AI into their processes will gain competitive advantages, while those who fail to do so will simply disappear from the market. It’s important not only to follow current trends but to understand how they will affect the long-term sustainability of the business.
NEWS CENTRAL confirms that, despite short-term problems caused by technological innovations, companies like Ares demonstrate how well-prepared and diversified business models can ensure growth amid global changes. For investors, it’s a great example of how to evaluate risks and opportunities for the future.