APO Apollo Global Management, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
14:33
24 авг
24 авг
Top asset managers win data-center financing
The credit industry is gravitating toward top-five large asset managers that can fundraise and deploy huge capital. Data-center financing check sizes are so large that only firms like Apollo can participate as lender of last resort, leaving top shops in good shape while middle-market firms are less compelling.
Сред.
20:37
20 авг
20 авг
Broadcom is in talks to raise up to $100 billion in debt for AI chip financing with Blackstone.
Broadcom is in talks to raise up to $100 billion in debt for AI chip financing with Blackstone and Apollo, but the tweet is a factual news report without an author position.
Низ.
13:00
15 авг
15 авг
Avoid insurers controlled by private credit.
Firms like Apollo, Brookfield, and Blue Owl bought insurance companies to use as balance sheets for private credit strategies, with annuities and life insurance on the other side. That structure creates solvency and contagion risk for policyholders if the insurance assets are questioned.
Выс.
16:32
13 авг
13 авг
AI financiers earn huge infrastructure fees.
Goldman Sachs and other leading underwriters and asset managers — Apollo, BlackRock, Blackstone, Brookfield and KKR — are positioned to benefit from Nvidia's AI compute infrastructure partnerships; they are involved in funding $500 billion of third-party capital and could earn about 7% of that, roughly $35 billion.
Выс.
14:24
13 авг
13 авг
Financing partners win from GPU-backed lending.
Josh argues the assembled Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR can lend against transferable NVIDIA GPUs, collect high rates, and rely on NVIDIA's depreciation insurance/backstop; if borrowers fail, GPUs can be clawed back and redeployed. He calls the deal a huge win for the banks/asset managers.
Сред.
14:47
12 авг
12 авг
Apollo leads institutional crypto credit.
Apollo is one of the most aggressive traditional asset managers entering crypto and operates as a credit factory; the Morpho partnership positions Apollo as a leading institutional player in on-chain credit and private credit infrastructure with scale to underwrite many loan types.
Сред.
04:25
12 авг
12 авг
NVDA forms AI infrastructure financing platforms
Reports NVDA and six financial firms forming AI-infrastructure financing platforms aimed at >$500B of potential third-party capital; no directional call, with caveat that capital is not committed.
Низ.
21:32
11 авг
11 авг
The author summarizes strong earnings and AI infrastructure news across multiple names.
The author summarizes strong earnings and AI infrastructure news across multiple names but provides no personal positions or forward calls, framing everything as factual market recap.
Низ.
16:56
11 авг
11 авг
New data center asset class attracting capital.
The creation of data center/infrastructure financing as a new asset class presents an opportunity for investors overexposed to equities to move into high credit quality, long-term return investments, similar to the mortgage-backed securities market, benefiting the asset management firms partnering with Nvidia.
Сред.
15:25
11 авг
11 авг
"Watch GAI capital providers on NVDA MOU"
"Watch BX, APO, KKR, and BAM as GAI infrastructure capital providers reacting to NVDA's data-center MOU; the author notes strength but discloses no position."
Сред.
22:36
10 авг
10 авг
Buy private equity from AI capex.
Private equity and alternative asset managers such as Blackstone, Carlyle, KKR, and Apollo are rising because AI-related capital raising is seen as directly benefiting the firms that are funding the AI build-out. Their stock strength also signals that market participants are not in risk-averse mode and are willing to take on exposure to AI infrastructure financiers.
Сред.
21:56
10 авг
10 авг
Apollo joins NVIDIA $500B AI infrastructure platform
Apollo named as one of six institutional partners in NVIDIA's new AI infrastructure financing platform targeting $500B+ in third-party capital deployment.
Низ.
16:42
10 авг
10 авг
Watch AI financing consortium; no author position
Watch APO, BX, BLK, KKR, BAM, GS and NVDA as participants in a potential $500B NVIDIA-linked AI infrastructure financing consortium; this is a news read-through, not an author-owned long.
Сред.
21:00
05 авг
05 авг
Apollo is a key programmatic joint venture partner, providing a permanent source of private capital for Realty Income to expand its investment platform and generate recurring management fees.
Выс.
20:30
05 авг
05 авг
Apollo is providing capital (13% stake) and operational expertise for the MedSurg/Wellverse separation, de-risking the spin and providing liquidity for McKesson's buyback.
Выс.
18:42
05 авг
05 авг
Apollo has appointed partner Reed Rayman to lead chip-focused coverage as part of a broader.
Apollo has appointed partner Reed Rayman to lead chip-focused coverage as part of a broader strategy to source more digital infrastructure deals and AI financing.
15:00
05 авг
05 авг
The company is reducing its operating footprint from more than a dozen countries to roughly half, rotating over $3 billion in capital to focus on US, Japan, and select Europe, and explicitly aims to scale in asset classes like infrastructure equity and primary private equity. — Indicates intensifying competition from a major insurance-linked asset manager in private markets, putting pressure on existing alternative asset managers to differentiate.
Сред.
14:10
04 авг
04 авг
Apollo Global Management reported record fee revenue as it competes to become one of Wall.
Apollo Global Management reported record fee revenue as it competes to become one of Wall Street's largest lenders.
13:30
04 авг
04 авг
Apollo is a partner in the power innovation JV, providing additional capital backing and credibility to Williams' power business.
Выс.
12:30
04 авг
04 авг
Management expresses strong, confident momentum across origination, capital formation, and investments in market infrastructure, with a clear positive outlook for future earnings.
Выс.
11:10
04 авг
04 авг
Apollo Global reports second quarter earnings with adjusted net income of 2.11 dollars.
Apollo Global reports second quarter earnings with adjusted net income of 2.11 dollars and total revenue up 64 percent year over year.
13:02
03 авг
03 авг
Apollo opens Austin hub; no directional view
Factual report that Apollo is establishing a new strategic hub in Austin; no directional view or trade rationale stated.
Низ.
12:30
30 июл
30 июл
ICE's initiative with Apollo in private credit is a strategic collaboration to bring private credit clients onto ICE's fixed income rails, indicating a deepening partnership and potential to make Apollo's private credit assets more liquid and data-rich. The deal to acquire Market Access is directly tied to accelerating this Apollo partnership.
Выс.
00:57
25 июл
25 июл
Private credit funds including Blackstone's BCRED and Apollo are facing significant liquidity.
Private credit funds including Blackstone's BCRED and Apollo are facing significant liquidity stress as investor redemption requests surge amid concerns over loan losses.
14:26
14 июл
14 июл
Long megacap PE/alts as the maturing GAI infrastructure trade shifts capital up the capital.
Long megacap PE/alts as the maturing GAI infrastructure trade shifts capital up the capital structure; BX, APO, KKR are YTD underperformers with the scale and structuring capability to capture large GAI infrastructure deal flow in private credit.
Сред.
13:30
14 июл
14 июл
Record gross third-party alternatives fundraising of $59 billion in Q2, leading to an upward revision of full-year fundraising guidance to exceed $125 billion from a prior $75-100 billion target. — The strength in alternatives fundraising is largely in private credit, where Goldman is winning mandates, indicating further market share gains in the space.
Сред.
10:45
03 июл
03 июл
Refi risk hits KKR, APO, ARES.
Apollo, Ares and Blue Owl pioneered retail access to private credit, but are now suffering the most from relentless redemption requests, forcing them to gate funds and trap capital, which could pressure their performance and investor confidence.
Сред.
17:03
23 июн
23 июн
Избегайте Apollo, Blackstone, Blue Owl.
Ведущие фирмы частного кредитования, привлекшие больше всего розничных денег — Apollo, Blackstone и Blue Owl, — наиболее уязвимы по мере роста давления со стороны розничных выкупов. Повышенные запросы на выкуп и ограничения сигнализируют о системном риске, что делает эти названия непривлекательными.
Сред.
12:18
23 июн
23 июн
US pre-market movers show broad tech sell-off with Mag 7 stocks mostly lower.
US pre-market movers show broad tech sell-off with Mag 7 stocks mostly lower, South Korean chip stocks plunging, and notable individual moves including IBM upgrade, ACN buyback, and AMC stock offering.
11:23
23 июн
23 июн
Фонд частного кредитования Apollo столкнулся с ростом заявок на выкуп паев с 11% до 17% от чистой стоимости активов (NAV), при этом была удовлетворена лишь квартальная квота в 5%; в масштабах всей отрасли объем заявок составил около $15 млрд, из которых было исполнено менее 40%. Если давление со стороны выкупов сохранится или усилится, рост активов под управлением (AUM) остановится, комиссионный доход снизится, а инвесторы переоценят акции в сторону понижения, несмотря на отсутствие кредитных убытков – в публикации прямо задается вопрос, не начнет ли APO «снова медленно истекать кровью». Открывайте короткие позиции по APO, исходя из тезиса о том, что опасения по поводу ликвидности подорвут настроения и оценку, нивелируя недавний рост на 30%, даже если базовые активы останутся надежными. Выкупы стабилизируются или сократятся; страховой и пенсионный бизнес Apollo компенсируют отток средств из фондов; ралли на широком рынке поддержит весь финансовый сектор.
Выс.
Об аналитическом покрытии APO
Buzzberg отслеживает APO (Apollo Global Management, Inc.) в 33 источниках. Бычьих сигналов: 42, медвежьих: 12, от 89 аналитиков. Сентимент преимущественно бычий (19%). Всего отслеживается 159 торговых идей. Последние спикеры: High Yield Harry, TheValueist, Chris Whalen.