APO Apollo Global Management, Inc.

115.37USD+0.02%Mkt Cap: 68.12B $P/E: 41.34

Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets. The firm prefers to invest in private and public markets…

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The Only Way I Stop Adding Broadcom is an AI Collapse

Every time I run the numbers on Broadcom, something keeps pulling me back to add more shares, and one specific scenario is the only thing that could make me stop.

24/7 Wall St.
Broadcom’s AI Growth Story Faces a $161 Billion Anthropic Test

Anthropic's leaked IPO prospectus reveals $161.2 billion in Broadcom lease obligations and $518 billion in total infrastructure commitments, raising questions about its ability to pay as it becomes Broadcom's top XPU customer.

MarketBeat
AMP's $5.5B Buyback Aids Shareholder Returns: Will It Be Sustainable?

Ameriprise adds $5.5 billion to its share repurchase authorization, backed by strong capital and cash flow.

Zacks
The Fed's new chairman has a lot less to say than his predecessor: Chart of the Day

Fed Chairman Kevin Warsh's September speech was much shorter on words. He let the rate hike do the talking.

Yahoo Finance
He Was Rejected by Goldman Out of College. Now He’s Poised to Run the Bank.

John Waldron has said he didn’t do well on the firm’s financial modeling test when he applied for a job decades ago.

The Wall Street Journal
Lazy Customers Are Great for Banks. Could AI Change that?

AI agents could move cash to accounts with higher interest rates, potentially threatening banks’ cheap deposits.

The Wall Street Journal
'Both cannot be right': AI faces a high-stakes paradox

Two new analyses question AI labs' optimism that client revenue will eventually outpace the enormous cost of the AI build-out.

Yahoo Finance
The Fastest Bank Run In U.S. History Saw Customers Pull $42 Billion In A Single Day. Now Apollo’s Chief Economist Warns AI Agents Like Meta’s Muse Could Trigger The Next One.

Apollo's chief economist believes AI assistants could drain the cheap deposits that keep banks alive, and one feature already inside Meta's Muse app sits closer to triggering that scenario than most investors realize.

24/7 Wall St.
Goldman Board Weighs Making Waldron CEO as Soon as Next Year

The stock has more than quadrupled since Solomon took over in 2018

GuruFocus.com
Analysis-Alternative capital powers America's next wave of LNG and pipeline projects

By Vallari Srivastava, Curtis Williams and David French HOUSTON, Sept 29 (Reuters) - Alternative asset managers deploying cash from their insurance arms are reshaping how America's energy

Reuters
Muse and other AI Agents will be a nightmare for friction as a business model

Agents endanger corporate acts of monetizing hassle and customer inertia.

Yahoo Finance
Weight of Evidence Points Higher for US Stocks, Led by AI

The broad market continues to push higher despite the alarming headlines. Amphenol, Nvidia and Bloom Energy represent three of the best opportunities in the stock market.

Zacks
ARES Eyes $750B in AUM by 2028: Is the Target Within Reach?

Ares Management targets above $750B in AUM by 2028, fueled by strong fundraising, capital deployment and demand across key alternatives.

Zacks
Apollo's Sløk: Is an 'agentic bank run' coming?

Apollo chief economist Torsten Sløk is looking ahead to when AI agents such as Meta's Muse are empowered to make common-sense money moves.

Yahoo Finance
Brookfield Has an Enviable Record of Boosting Profits. Its Stock Looks Cheap.

Brookfield is one of the world’s largest alternative-asset managers with a strategy inspired by Berkshire Hathaway that has produced 30 years of impressive profit growth and shareholder returns. Brookfield doesn’t get the attention of major U.S. alternative managers like Blackstone KKR and Apollo Global Management even though it manages over $1 trillion and is a leader in renewable energy, infrastructure, real estate, private credit, and insurance. Brookfield’s U.S-listed shares look appealing after falling 20% this year to about $37 (all figures are in U.S. dollars)—little more than they fetched five years ago.

Barrons.com
Apollo’s Johnson & Johnson Deal Could Open a New Healthcare Growth Avenue

It was reported on September 11 that Apollo Global Management, Inc. (NYSE:APO) is in discussions to acquire Johnson & Johnson (NYSE:JNJ)’s orthopedics business, DePuy Synthes, in a potential transaction valuing the unit at close to $20 billion, according to Bloomberg. The unit, which J&J previously announced plans to separate within an 18-to-24-month timeframe, generated $9.3 […]

Insider Monkey
What Is Apollo Global Management (APO) Signaling With $49 Billion And $2.6 Billion Bets?

Apollo Global Management (NYSE:APO) is leading a US$49b debt package for the planned Paramount, Skydance and Warner Bros. Discovery merger. The firm is close to a US$2.6b investment for a major equity stake in the New York Yankees, expanding into sports assets. Credit exposure tied to the collapse of Market Financial Solutions is emerging, raising questions over how those loans were structured. The Paramount merger financing, Yankees deal and Market Financial Solutions exposure sit within a...

Simply Wall St.
Apollo Global Management Sees AI, Private Credit and Retirement Driving Growth

Marc Rowan, chairman, co-founder and CEO of Apollo Global Management (NYSE:APO), said the firm sees a favorable near-term U.S. economic backdrop, continued demand for private credit and significant opportunities tied to industrial investment, AI infrastructure and retirement products. Speaking at B

MarketBeat
Apollo’s $26 Billion Private Credit Fund Faces Another Rush for Exits

Apollo Global Management (NYSE:APO) has faced elevated redemptions from its private credit fund for the third straight quarter. The $26 billion Apollo Debt Solutions BDC fund is capping redemptions at 5% of outstanding shares after investors sought to redeem 14.7%...

Benzinga Private Markets
Update: Market Chatter: Apollo's Atlas Faces Possible Loss From MFS Collapse

(Updates with Atlas' response to a request for comment in the fourth paragraph, and corrects the hea

MT Newswires
Anthropic discusses up to 1 GW Stream data center lease: The Information

The potential direct lease could require at least $40 billion in capital, with Google reportedly considering credit support and Anthropic taking greater responsibility for its infrastructure.

Blockspace
Update: Market Chatter: Apollo's Atlas Faces Possible $1.1 Billion Loss From MFS Collapse

(Update with Atlas' response to a request for comment in the last paragraph.) Funds backed by Apo

MT Newswires
Paramount plans $49 billion debt sale for Warner Bros. merger

The debt package includes $30 billion in investment-grade bonds, $7.5 billion in loans, and $12 billion in second-lien bonds

Quartz
African Fintech Airtel Money Targets $9 Billion Valuation With London Listing

The African digital financial services platform plans to list existing shares on the London Stock Exchange but won’t raise new capital.

The Wall Street Journal
Market Chatter: Anthropic Eyes Up to 1 GW of Data Center Capacity From Apollo-Backed Stream

Amazon-backed (AMZN) Anthropic is in early discussions to lease up to 1 gigawatt of data center capa

MT Newswires
Apollo limits redemptions as withdrawal requests hit 14.7% - Bloomberg

Investing.com -- Apollo Global Management LLC (NYSE:APO) is limiting redemptions from its flagship private credit fund for the third consecutive quarter, as investors continue a broader retreat from the direct lending market. The private equity firm notified shareholders on Tuesday that it will cap quarterly withdrawals from Apollo Debt Solutions BDC at 5% of outstanding shares after receiving redemption requests totaling 14.7% of its stock, according to Bloomberg reporting on a letter to invest

Investing.com
From the Yankees to the Lakers: What's behind the sports investing boom

Apollo Global Management (APO) is reportedly in talks to take a 16% stake in MLB's New York Yankees, the latest move in a growing trend of private equity firms taking stakes in professional sports teams. The Champion Fund founder and portfolio manager Nick Edward joins Market Domination host Josh Lipton to discuss why so many more firms are looking at sports as a route for high returns, and if any franchises are being overvalued because of it. Disclosure: Yahoo is a portfolio company of funds managed by affiliates of Apollo Global Management.

Yahoo Finance Video
Sector Update: Financial Stocks Fall Tuesday

Financial stocks fell Tuesday with the NYSE Financial Index falling 1.3% and the State Street Financ

MT Newswires
Market Chatter: Paramount Skydance's $49 Billion Debt Sale Set to Launch in Coming Weeks

Paramount Skydance (PSKY) bankers plan to begin selling $49 billion in debt backing takeover of Warn

MT Newswires
Paramount’s $49 Billion Debt Sale to Kick Off After Lawsuits End

Bankers are reaching out to investors ahead of the sale of $49 billion in financing backing Paramount Skydance Corp.’s takeover of Warner Bros. Discovery Inc., after the company settled a series of lawsuits that had held up the $110 billion acquisition.

Bloomberg
Meta Muse AI may throw gas on the labor displacement problem — but it's not all doom and gloom

Monthly jobs reports will take on greater weight as AI displaces workers.

Yahoo Finance
Why Torsten Sløk on why AI could be an economic 'miracle drug'

Apollo Global Management Partner & Chief Economist Torsten Sløk joins Sozzi Unleashed to discuss how Muse AI and the rise of AI agents could reshape the economy. Sløk explains why he views AI as a potential "miracle drug" for productivity, arguing that the technology could transform how businesses operate, boost economic output, and reshape the labor market. Disclosure: Yahoo is a portfolio company of funds managed by affiliates of Apollo Global Management.

Yahoo Finance Video
Torsten Sløk on why AI could be an economic 'miracle drug'

Apollo Global Management Partner & Chief Economist Torsten Sløk joins Sozzi Unleashed to discuss how Muse AI and the rise of AI agents could reshape the economy. Sløk explains why he views AI as a potential "miracle drug" for productivity, arguing that the technology could transform how businesses operate, boost economic output, and reshape the labor market. Disclosure: Yahoo is a portfolio company of funds managed by affiliates of Apollo Global Management.

Yahoo Finance Video
Apollo (APO) Nears a 16% Stake in the Yankees. Why Private Equity Wants a Piece of Baseball

Apollo Global Management, Inc. (NYSE:APO) is close to completing a deal that would give it a 16% stake in the New York Yankees, according to a September 20 report in the New York Post, which put the valuation at more than $12 billion. The transaction is the $2.6 billion financing agreement Apollo announced with the […]

Insider Monkey
Sector Update: Financial Stocks Rise Late Afternoon

Financial stocks were advancing in late Monday afternoon trading, with the NYSE Financial Index risi

MT Newswires
Sector Update: Financial Stocks Advance Monday Afternoon

Financial stocks were advancing in Monday afternoon trading, with the NYSE Financial Index rising 0.

MT Newswires
Sector Update: Financial Stocks Advance Pre-Bell Monday

Financial stocks were advancing pre-bell Monday, with the State Street Financial Select Sector SPDR

MT Newswires
GuruFocus.com
Market Chatter: Apollo Global Management Nears $2.6 Billion Deal for New York Yankees Stake

Apollo Global Management (APO) is close to securing a 16% stake in the New York Yankees through a $2

MT Newswires
Apollo Global Management (APO) Stock Still Looks Cheap As Excess Returns Hold

Apollo Global Management has delivered a strong 122.3% share price gain over the past five years, yet the stock is currently down double digits over the last year, which puts fresh focus on whether the returns it earns on its capital still line up with today’s valuation. A 122.3% return over five years means long term holders have seen substantial value creation put on the line as the market reassesses what Apollo’s capital returns are worth. Recent deals in areas like AI infrastructure,...

Simply Wall St.
What Is Apollo Global Management (APO) Signaling With Its AI And Global Deal Push?

Apollo Global Management (NYSE:APO) has begun backing AI startups, expanding its activity beyond traditional private credit and alternative assets. The firm is helping fund the BMG and Concord music deal, adding another large cross border transaction to its deal roster. Apollo is also involved in Daiwa House's minority entry into UK builder Miller Homes, reinforcing its role in international transactions. The move into AI startups and the BMG Concord and Miller Homes deals sit beside broader...

Simply Wall St.
Why Screeners Mislead You on Blackstone’s Actual Dividend Income

Your screener shows Blackstone yielding over 4%, but the actual check that lands in your account follows a completely different logic than that number suggests, and confusing the two has burned plenty of income investors.

24/7 Wall St.
Apollo Sees Higher-for-Longer Rates Fueling AI Infrastructure Financing Boom

Scott Kleinman, co-president of asset management at Apollo Global Management (NYSE:APO), said the firm sees a “higher for longer” interest-rate environment continuing as consumer spending, persistent inflation and investment in artificial intelligence infrastructure support economic activity. Speak

MarketBeat
Musk bets AI will double U.S. economic growth next year

Investing.com — Elon Musk is betting artificial intelligence will dramatically accelerate the US economy, arguing that AI could roughly double economic growth next year from around 2% to 4%.

Investing.com
AI Spend Has Been 'Critical' for US Economy, Says Torsten Slok

AI hardware continued to drive August's increase in import prices, as it has throughout the year. Commodity-price volatility from the Iran war raised the cost of industrial materials at the border. Companies face higher input costs and rising expenses tied to the AI buildout. Torsten Slok, Chief Economist at Apollo Global Management, discusses the Fed's rate decision and role AI investment has played in supporting the US economy.

Bloomberg
Is Apollo Global Management Stock Underperforming the Dow?

Apollo Global Management has underperformed the Dow over the past year, but analysts are moderately optimistic about the stock’s prospects.

Barchart
Update: US Equity Futures Mixed Pre-Bell as Major Averages Rebound After Fed-Induced Sell-Off

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

MT Newswires
Sector Update: Financial Stocks Mixed Late Afternoon

Financial stocks were mixed in late Thursday afternoon trading, with the NYSE Financial Index rising

MT Newswires
SoftBank Wants More Firepower For Its $64.6 Billion OpenAI Bet

Apollo Global Management (NYSE:APO) is in talks to increase its loan to SoftBank’s Vision Fund II from $5.4 billion to as much as $9 billion, potentially giving the Japanese conglomerate additional financing capacity for its massive investment in OpenAI. The...

Benzinga Private Markets
Sector Update: Financial Stocks Rise Thursday Afternoon

Financial stocks were advancing in Thursday afternoon trading, with the NYSE Financial Index rising

MT Newswires