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12:30
Aug 04 ◎
Aug 04 ◎
META
WMB
PBA.TO
ATL.MC
STT
▾
HIGH
Meta is a committed off-taker for new power infrastructure, indicating continued heavy investment in data centers and energy demand.
"we participated in the $5.3 billion financing in support of Williams Company's development of behind-the-meter gas-fired power projects, which will supply dedicated power to meta data centers"
META WATCH
Apollo is financing Williams' gas-fired power projects, signaling strong demand for energy infrastructure tied to AI data centers.
"we participated in the $5.3 billion financing in support of Williams Company's development of behind-the-meter gas-fired power projects"
WMB WATCH
Apollo's investment in Pembina Gas Infrastructure highlights continued capital flows into energy midstream assets.
"alongside co-investors, we also committed over $2 billion of capital to acquire 40% interest in Pembina Gas Infrastructure"
PBA.TO WATCH
Apollo is building a sports investment portfolio, indicating a growing focus on sports ecosystem financing.
"This follows recent investments in Atletico Madrid, Wrexham AFC, and Mari in collectively driving billions of origination through our Apollo Sports Capital platform."
ATL.MC WATCH
Apollo's partnership with State Street to create a public-private ETF is a proof point for bringing private assets into public market wrappers.
"Look at what we've done so far with State Street. The State Street ETF, PRIV, which involves public and private, is top decile performer."
STT WATCH
Intel prepaid a large Apollo loan, which is a near-term headwind to Athene's spread earnings but also resulted in a realized gain.
"These positives were partly offset by lumpier asset roll off from the previously announced Intel repayment along with the normal course-raising cost of funds"
INTC WATCH
Management expresses strong, confident momentum across origination, capital formation, and investments in market infrastructure, with a clear positive outlook for future earnings.
"The pipeline has never been stronger, reflecting the global industrial renaissance that we've been speaking about."
APO WATCH
Apollo's huge $35B Broadcom financing signals a mega-deal for AI infrastructure, but revenue will be recognized over multiple quarters, smoothing near-term earnings. — Investors should not expect a one-time earnings pop from the Broadcom deal, but rather a sustained contribution over the next year, indicating continued cash flow strength.
"during the quarter, we announced our marquee partnership with Broadcom, where we led a $35 billion financing in support of their new AI XPV platform"
AVGO WATCH
Private credit is on a path towards public-market-like infrastructure: daily NAV and unique ICE identifiers are key steps to expand the investor base. — This is a fundamental shift in the private credit market structure, potentially reducing the risk premium and increasing liquidity, which is a major positive for the sector.
"The partnership that we've announced with ICE is also driving change. It is now live. There are more than 2,000 ICE IDs."
ICE WATCH
HIGH
12:30
May 06 ◎
May 06 ◎
ATH
PIC
PARA
WBD
BUD
▾
HIGH
Management highlights Athene's strong capital base and transparency, indicating a defensive and well-capitalized position for the insurance subsidiary.
"We have the luxury of doing this. because we are not concerned about transparency. We have amassed the second largest capital base in our industry, some $35 billion"
ATH WATCH
The acquisition of PIC significantly scales Athora's platform and opens up the UK pension market for Apollo's retirement solutions.
"Pension Investment Corp doubles Athora's assets to 125 billion and also presents us another market of organic growth in addition to the Dutch market."
PIC WATCH
Apollo provided a massive bridge financing to support Paramount's acquisition of Warner Brothers, indicating a large-scale M&A financing event that will impact Paramount's near-term cash flows.
"we provided an $19 billion bridge commitment in support of Paramount's acquisition of Warner Brothers. This transaction reflects the sheer capital and scale"
PARA WATCH
As the target of the acquisition, Warner Brothers will be acquired by Paramount, a major corporate transaction that will redefine its capital structure.
"we provided an $19 billion bridge commitment in support of Paramount's acquisition of Warner Brothers."
WBD WATCH
AB InBev has fully repaid its financing from Apollo, completing a full cycle of an investment-grade private credit transaction.
"Intel and AB InBev are two examples that have gone full cycle from origination to repayment."
BUD WATCH
Intel utilized Apollo's capital as a bridge, fully repaid the financing, and generated a substantial gain for Apollo, suggesting the company's financial position has improved enough to refinance.
"On Intel specifically, they came to us with a need. We solved it as principal. And as their financial position evolved, they repaid the financing, netting a $3 billion gain for us and our clients."
INTC WATCH
Apollo is positioning itself to finance the massive capital expenditures of hyperscalers like Microsoft, which is a key part of the AI infrastructure buildout.
"This is a European story. The US clearly is out front. The recent week, a number of us spent in Silicon Valley was informative."
MSFT WATCH
Apollo sees Google among the five primary hyperscalers as a key source of demand for its investment-grade private credit and for its data center infrastructure financing.
"Across the five primary hyperscalers, CapEx investment of AI infrastructure is estimated to exceed $800 billion this year"
GOOGL WATCH
Apollo will provide daily pricing for 100% of its credit business (which includes direct lending) by September 30, a move that could compress the illiquidity premium for the entire asset class. — This is a first for the private credit industry and could set a new standard for transparency, potentially forcing other private credit managers like closely-traded BDCs to adopt similar practices and put pressure on fees.
"By 9.30, all investors will have daily pricing for direct lending and asset-backed finance also, That essentially means the totality of our credit business will be 100% daily pricing by 930."
ARCC WATCH
FSK WATCH
Apollo is now originating $71 billion in a quarter, and it has a pipeline for Q2 that could approach its record of $97 billion, indicating a surge in investment-grade private credit origination to finance the AI and industrial renaissance. — The record origination volume signals a competitive, gold-rush dynamic in private credit, and the industry's ability to source and deploy capital at this scale is a key driver of growth for major players.
"Origination activity totaled $71 billion, representing 25% growth year over year, and driving total volume of nearly $325 billion over the latest 12 months."
KKR WATCH
Apollo notes that the $2 trillion 'levered lending' market (often called private credit) has benefited from a rational de-risking shift as investors sold equity positions to buy first-lien loans, not from moving out of treasuries or IG credit. — This reframing by the largest player suggests that the massive flows into private credit are a risk-off trade rather than a hunt for yield, potentially altering how the systemic risk of the sector is perceived.
"Investors rationally have decided that they can earn equity-like returns from first lien risk rather than by holding equity for a portion of their more speculative exposures. This is not people who have taken their treasury portfolio or"
BX WATCH
Management is confidently reaffirming its strong growth targets for FRE and SRE, underscoring a highly positive outlook for the business.
"Based on what we're seeing for the first quarter and what we see in the pipeline for the year, we're reaffirming our 26% outlook of 20% FRE growth and 10% SRE growth"
APO WATCH
HIGH
13:30
Feb 09 ◎
Feb 09 ◎
STT
SHNWF
MSFT
ORCL
XAI.PVT
▾
HIGH
Apollo's PRIV ETF with State Street is growing in size and is among top performers in its category, suggesting strong client adoption of liquid private credit products.
"And PRIV, our ETF with State Street, now approaches 700 million in size."
STT WATCH
Apollo's partnership with Schroders is expected to scale significantly, indicating a major channel for distributing private assets to a broader market.
"Traditional asset managers, you saw the announcement with Schroeders this morning, which I expect to grow into a multi-billion dollar partnership."
SHNWF WATCH
Mentioned as counterparties in high-quality (IG) debt investments on Athene's balance sheet, indicating a low-risk software exposure.
"On Athene's balance sheet, we have de minimis exposure of 0.5%, which is virtually all IG rated, with hyperscalers such as Microsoft and Oracle."
MSFT WATCH
ORCL WATCH
Apollo is providing financing for data center infrastructure being leased by xAI, positioning Apollo as a key capital provider in the AI infrastructure build-out.
"In December, we led a $3.5 billion capital solution to support Baylor's $5.4 billion acquisition and lease of data center infrastructure to a subsidiary of XAI."
XAI.PVT WATCH
Apollo's loan to Russell Investments demonstrates its ability to provide large, bespoke financing solutions to asset managers.
"And lastly, our hybrid and credit franchise delivered a $1.2 billion in strategic financing for Russell Investments, providing long-term capital and enhanced balance sheet flexibility to support their continued expansion."
RUSL WATCH
Apollo is transferring assets from its public BDC (ARI) to its private balance sheet (Athene), a move that highlights a structural advantage in being able to allocate capital across different forms of public and private structures. — This trend suggests Apollo can be one of the few actors that can buy undervalued assets from listed vehicles, consolidating assets at attractive spreads away from public market scrutiny.
"The recently announced transaction with Apollo Commercial Real Estate Finance, ARI, is one such example where Athene will acquire, subject to ARI stockholder approval, $9 billion of commercial mortgage assets"
ARI WATCH
Apollo's management is highly confident in continued growth, projecting 20%+ FRE growth in 2026 and 10% SRE growth, driven by strong momentum in origination and capital formation across multiple new markets.
"Outlook in 26 for asset management, which will not be a flagship fund year, continues to be 20% plus FRE growth."
APO WATCH
Apollo expects to deploy capital into the sports ecosystem, forecasting $30-50 billion of origination opportunities from its Sports Capital fund alone — This signals an aggressive push into sports financing, which could displace traditional lenders and provide new capital sources to teams and leagues, potentially increasing franchise valuations.
"In addition to deploying the six or so billion in the sports capital fund, I believe this ecosystem will generate 30 to 50 billion of origination opportunities."
MSGS WATCH
BATRA WATCH
HIGH
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