AP APO Apollo Global Management, Inc. Loading... : Bullish and Bearish Analyst Opinions

Top asset managers win data-center financing

Broadcom is in talks to raise up to $100 billion in debt for AI chip financing with Blackstone.

Avoid insurers controlled by private credit.

AI financiers earn huge infrastructure fees.

Financing partners win from GPU-backed lending.

Apollo leads institutional crypto credit.

NVDA forms AI infrastructure financing platforms

The author summarizes strong earnings and AI infrastructure news across multiple names.

New data center asset class attracting capital.

"Watch GAI capital providers on NVDA MOU"

Buy private equity from AI capex.

Apollo joins NVIDIA $500B AI infrastructure platform

Watch AI financing consortium; no author position

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.

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.

Apollo has appointed partner Reed Rayman to lead chip-focused coverage as part of a broader.

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.

Apollo Global Management reported record fee revenue as it competes to become one of Wall.

Apollo is a partner in the power innovation JV, providing additional capital backing and credibility to Williams' power business.

Management expresses strong, confident momentum across origination, capital formation, and investments in market infrastructure, with a clear positive outlook for future earnings.

Apollo Global reports second quarter earnings with adjusted net income of 2.11 dollars.

Apollo opens Austin hub; no directional view

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.

Private credit funds including Blackstone's BCRED and Apollo are facing significant liquidity.

Long megacap PE/alts as the maturing GAI infrastructure trade shifts capital up the capital.

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.

Refi risk hits KKR, APO, ARES.

Avoid Apollo, Blackstone, Blue Owl.

US pre-market movers show broad tech sell-off with Mag 7 stocks mostly lower.

Apollo’s private credit fund saw redemption requests jump from 11% to 17% of NAV, with only the 5% quarterly limit being met; industry-wide ~$15B in requests with <40% fulfilled. If redemption pressure persists or accelerates, AUM growth stalls, fee revenue softens, and investors reprice the stock lower despite no credit losses – the post directly asks whether APO will “slowly bleed again.” Short APO on the thesis that liquidity concerns will erode sentiment and valuation, reversing the recent 30% rally, even if underlying assets remain sound. Redemptions plateau or decline; Apollo’s insurance/retirement businesses offset fund outflows; broader market rally lifts all financials.