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Valuation analysis suggests Apollo Global Management (APO) is undervalued by 26.9%, with an intrinsic value of $201.18 per share, despite the stock falling 15.4% over the last year.
Apollo Global Management will acquire a majority stake in Prosol Group, a leading French fresh food retailer, from private equity firm Ardian. The transaction underscores private equity's continued interest in resilient consumer retail assets with strong market positioning.
Angeleno Group and Energy Impact Partners have committed AUD$50 million to IND Technology, a firm specializing in grid reliability. The investment is aimed at accelerating the global deployment of IND’s Early Fault Detection (EFD™) system to enhance the stability and safety of electrical infrastructure.
OGE Energy announced a $6.5 billion, five-year investment plan to upgrade its infrastructure. The move aligns the utility with rising energy demand from the AI sector, boosting its growth outlook and attracting investor attention.
Grid technology and utility stocks are experiencing a significant rally as investors reassess the sector as a primary beneficiary of the AI boom's immense energy requirements. This has led to premium valuations and heightened M&A activity.
The Trump administration's aggressive promotion of artificial intelligence is encountering significant political friction, including from within the Republican party. This opposition is fueled by voter concerns over soaring electricity prices and the environmental impact of energy-intensive data centers, creating a divide between national strategic objectives and local economic realities.
UBS has begun research coverage on a basket of 20 U.S. brokers and asset managers, signaling a bullish long-term outlook. The firm identified TPG, Apollo, Charles Schwab, and Stifel as its top investment recommendations, reflecting a positive stance on both alternative asset managers and traditional brokerages.
Apollo CEO Marc Rowan has issued a warning on the long-term viability of AI data center investments, citing the significant but often overlooked risk of lease renewals in 15-20 years. While the sector is currently buoyed by intense demand, this long-term uncertainty is prompting a strategic reassessment among major institutional investors.
Brookfield Asset Management has offered $2.7 billion to revive an abandoned nuclear power project in South Carolina, aiming to sell the electricity directly to high-demand customers like data centers. The move highlights a major strategic shift in energy investment, driven by the artificial intelligence industry's voracious power requirements.
Apollo Global Management CEO Marc Rowan announced the firm will publish a "definitive book" to clarify the definition and risks of private credit, countering what he calls media-driven misconceptions. The move aims to stabilize the narrative around the burgeoning asset class.
The Bank of England has initiated a system-wide stress test of the $16 trillion private equity and private credit markets to assess systemic risks. The move comes as the industry sees significant consolidation, with capital increasingly flowing to the largest firms, raising concerns about high leverage and market opacity.