Apollo Global Management, Inc. (APO)

Can APO's diversified model, strong inflows, and capital returns give it an edge over KKR in the race for future upside? Let us find out.

Soho House (NYSE:SHCO) has agreed to a $2.7 billion deal to return to private ownership, four years after the global network of private members' clubs went public on the New York Stock Exchange.   Under the terms of the agreement, a group of investors led by US-based MCR Hotels and its chairman and CEO Tyler Morse will acquire outstanding shares not held by certain major shareholders.

The artificial intelligence (AI) industry has two people who are viewed as its leaders. One of these is Jensen Huang, the leader of dominant AI chip maker Nvidia Corp. (NASDAQ: NVDA). The other is Sam Altman, leader of AI company OpenAI. Altman recently said the industry is in a high-risk bubble. 24/7 Wall St. Key Points OpenAI’s Sam Altman warns of an artificial intelligence (AI) bubble. Big tech stocks like Microsoft Corp. (NASDAQ: MSFT) could collapse if Altman is correct. Take this quiz to see if you’re on track to retire. (sponsored) Altman told a group of journalists recently that AI has formed a dangerous bubble. “When bubbles happen, smart people get overexcited about a kernel of truth.” He added that AI has a remarkable future, but investors have gotten ahead of themselves. Although Altman did not say so exactly, it appears he is referring to the dot-com bubble of 1999 to 2002, according to CNBC. The Nasdaq dropped 80% over the period, and some of the most prominent companies in the industry went under. Dr. Torsten Sløk, the chief economist of Apollo Academy, wrote last month that “The difference between the IT bubble in the 1990s and the AI bubble today is that the top 10 companies in the S&P 500 today are more overvalued than they were in the 1990s.” The Apollo Academy is part of the global private equity leader Apollo Global Management. What This Means for the Magnificent 7 If Altman and Sløk are right, the stocks of some of America’s largest companies could face a significant sell-off. Meta Platforms Inc. (NASDAQ: META), Microsoft Corp. (NASDAQ: MSFT), and Amazon.com Inc. (NASDAQ: AMZN) reported that they will invest tens of billions of dollars in AI server farms this year. This could be the most significant capital expenditure level in history. The earnings of the large companies rely heavily on the success of their AI initiatives. That, in turn, translates into the value of their stocks. What is the best way to look at a potential sell-off of the world’s most valuable companies based on market cap? One way is to look at their stock prices before the AI investment frenzy. In August 2023, Microsoft traded at $311. Today, it trades at $520, which is a gain of 67%. Meta traded at $274 in the same month. Today, it trades at $785. Meta’s stock is on its way to tripling over the same period. Granted, Meta and Microsoft have posted good earnings in the past two years, but that cannot, in and of itself, explain the jump in their share prices. If Altman is correct, the collapse of these stocks could be tremendous. Move Over, Magnificent 7: The Frontier 7 Will Redefine Our Future The post OpenAI’s Sam Altman Says AI Is Dangerous Bubble appeared first on 24/7 Wall St..

I hunt investments that combine safety, income, and growth, avoiding hype and focusing on long-term, high-quality opportunities. Some areas are unloved and undervalued, offering income, potential growth, and protection against inflation, perfect for patient investors. I seek places with professional management, liquidity, and dual potential, giving me both steady income and the chance for capital gains.

NEW YORK--(BUSINESS WIRE)--Alchelyst, a leading full-service fund administrator for alternative asset managers, and Lyra Client Solutions (“Lyra”), a technology-enabled client servicing organization spun out from Apollo (NYSE: APO), today announced a merger to form a next-generation private markets servicing platform purpose-built to transform the investor experience across the institutional and global wealth channels. The transaction is expected to close in the fourth quarter of 2025, subject.

LONDON and HERNE, Germany, Aug. 13, 2025 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced that Apollo-managed funds (“Apollo Funds”) have agreed to acquire a majority stake in Kelvion (or the “Company”), a leading global provider of energy efficient heat exchange and cooling solutions, from funds advised by Triton (“Triton”). Triton will maintain a minority interest in Kelvion.

OMAHA, Neb., Aug. 12, 2025 (GLOBE NEWSWIRE) -- TeleVox, the industry-leading provider of omnichannel patient relationship management, announced a new national group purchasing agreement with Premier, Inc., a leading healthcare improvement company serving over two-thirds of U.S. providers. Effective September 1, 2025, the agreement enables Premier members, at their discretion, to access pre-negotiated pricing and terms for TeleVox's industry-leading solutions, including Digital Front Door, Appointment Management, Digital Care Programs, and Patient Marketing.

Strategic Investment to Accelerate Trace3's Growth and Expand Solutions Across Security, Hybrid Cloud and AI Strategic Investment to Accelerate Trace3's Growth and Expand Solutions Across Security, Hybrid Cloud and AI

NEW YORK, Aug. 07, 2025 (GLOBE NEWSWIRE) -- Apollo Global Management, Inc. (NYSE: APO) (the “Issuer” and, together with its consolidated subsidiaries, “Apollo”) today announced that it has priced an offering (the “Offering”) of $500 million aggregate principal amount of its 5.150% Senior Notes due 2035 (the “notes”).

I rate Apollo Global Management, Inc. a buy for long-term capital appreciation, citing its record Q2 results and exceptional business model. Apollo's unique strengths, including retirement services and alternative asset management, position it for continued growth and market outperformance. Regulatory changes allowing alternatives in retirement accounts could be a massive catalyst, while risks include macroeconomic downturns and regulatory delays.

Apollo agreed to buy a majority interest in Stream Data Centers (SDC), the alternative asset manager said on Wednesday, in a bet on rising demand for digital infrastructure fueled by artificial intelligence and cloud computing.

NEW YORK and DALLAS, Aug. 06, 2025 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced that Apollo-managed funds (the “Apollo Funds”) have agreed to acquire a majority interest in Stream Data Centers (“SDC” or the “Company”) from Stream Realty Partners (“SRP”). With Apollo's backing, SDC is positioned to execute on a multi-gigawatt pipeline while enabling Apollo Funds and affiliates to potentially deploy billions of dollars into next-generation digital infrastructure.

Apollo Global Management, Inc. (NYSE:APO ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants James Charles Zelter - President & Director Marc Jeffrey Rowan - Co-Founder, CEO & Chairman of the Board Martin Bernard Kelly - CFO & Partner Noah Gunn - MD of Finance & Global Head of Investor Relations in New York Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Benjamin Elliot Budish - Barclays Bank PLC, Research Division Brian Bertram Bedell - Deutsche Bank AG, Research Division Glenn Paul Schorr - Evercore ISI Institutional Equities, Research Division John Bakewell Barnidge - Piper Sandler & Co., Research Division Kenneth Brooks Worthington - JPMorgan Chase & Co, Research Division Kyle Kenneth Voigt - Keefe, Bruyette, & Woods, Inc., Research Division Michael J. Cyprys - Morgan Stanley, Research Division Michael Patrick Davitt - Autonomous Research US LP William Raymond Katz - TD Cowen, Research Division Wilma Carter Jackson Burdis - Raymond James & Associates, Inc., Research Division Operator Good morning, and welcome to Apollo Global Management's Second Quarter 2025 Earnings Conference Call.

APO rises 2.3% after Q2 net income per share hits $1.92 and total AUM climbs 36% on strong inflows and robust fee growth.

The headline numbers for Apollo Global Management (APO) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

NEW YORK, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Apollo Global Management, Inc. (NYSE: APO) (together with its consolidated subsidiaries, “Apollo”) today reported results for the second quarter ended June 30, 2025.