#apollo
apollo
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🚨 UPDATE: The AI financing structure Michael Burry called “fake” is still trading ABOVE par value.
📈 Apollo has reportedly already booked ~$250 MILLION in gains on the position.
Supporters argue: ▪️ The deal was fully disclosed
▪️ Major Wall Street law firms approved the structure
▪️ Valor is a real institutional fund
▪️ The transaction uses a standard sale-leaseback SPV model now common across AI infrastructure financing
Meta, Oracle, CoreWeave, and others have reportedly used similar structures worth over $120 BILLION.
⚠️ Critics still warn about hidden leverage and off-balance-sheet risk.
But defenders say: This is aggressive financial engineering… Not fraud.
#Nvidia #AI #Apollo #ElonMusk #Markets
🚨 UPDATE: The AI financing structure Michael Burry called “fake” is still trading ABOVE par value.
📈 Apollo has reportedly already booked ~$250 MILLION in gains on the position.
Supporters argue: ▪️ The deal was fully disclosed
▪️ Major Wall Street law firms approved the structure
▪️ Valor is a real institutional fund
▪️ The transaction uses a standard sale-leaseback SPV model now common across AI infrastructure financing
Meta, Oracle, CoreWeave, and others have reportedly used similar structures worth over $120 BILLION.
⚠️ Critics still warn about hidden leverage and off-balance-sheet risk.
But defenders say: This is aggressive financial engineering… Not fraud.
#Nvidia #AI #Apollo #ElonMusk #Markets
📈 Apollo has reportedly already booked ~$250 MILLION in gains on the position.
Supporters argue: ▪️ The deal was fully disclosed
▪️ Major Wall Street law firms approved the structure
▪️ Valor is a real institutional fund
▪️ The transaction uses a standard sale-leaseback SPV model now common across AI infrastructure financing
Meta, Oracle, CoreWeave, and others have reportedly used similar structures worth over $120 BILLION.
⚠️ Critics still warn about hidden leverage and off-balance-sheet risk.
But defenders say: This is aggressive financial engineering… Not fraud.
#Nvidia #AI #Apollo #ElonMusk #Markets
140
🚨 JUST IN: Apollo and Blackstone have finalized a $35bn private credit deal to finance Anthropic's purchase of Alphabet-developed chips, per FT. #Apollo #blackstone #AI #news #BREAKING
🚨 JUST IN: Apollo and Blackstone have finalized a $35bn private credit deal to finance Anthropic's purchase of Alphabet-developed chips, per FT. #Apollo #blackstone #AI #news #BREAKING
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AI很热闹，但账本还没跟着热闹。
据TechCrunch报道，Apollo Global Management首席经济学家Torsten Slok指出：剔除Alphabet、Amazon、Apple、Meta、Microsoft、Nvidia、Tesla后的「S&P 493」，利润率与人均营收基本走平，看不到AI提升生产力的财务证据；他形容科技圈外的企业端几乎是「零财务回报」。
怎么读：算力与模型便宜≠利润率自动抬头。非科技公司要把「更便宜的智能」换成收入增长与定价权，仍卡在流程、责任与信任这些难自动化的环节。对加密侧更相关的是：AI叙事能抬估值，但兑现看的是现金流与单位经济，而不是口号密度。
#AI #生产力 #Apollo #科技股
AI很热闹，但账本还没跟着热闹。
据TechCrunch报道，Apollo Global Management首席经济学家Torsten Slok指出：剔除Alphabet、Amazon、Apple、Meta、Microsoft、Nvidia、Tesla后的「S&P 493」，利润率与人均营收基本走平，看不到AI提升生产力的财务证据；他形容科技圈外的企业端几乎是「零财务回报」。
怎么读：算力与模型便宜≠利润率自动抬头。非科技公司要把「更便宜的智能」换成收入增长与定价权，仍卡在流程、责任与信任这些难自动化的环节。对加密侧更相关的是：AI叙事能抬估值，但兑现看的是现金流与单位经济，而不是口号密度。
#AI #生产力 #Apollo #科技股
据TechCrunch报道，Apollo Global Management首席经济学家Torsten Slok指出：剔除Alphabet、Amazon、Apple、Meta、Microsoft、Nvidia、Tesla后的「S&P 493」，利润率与人均营收基本走平，看不到AI提升生产力的财务证据；他形容科技圈外的企业端几乎是「零财务回报」。
怎么读：算力与模型便宜≠利润率自动抬头。非科技公司要把「更便宜的智能」换成收入增长与定价权，仍卡在流程、责任与信任这些难自动化的环节。对加密侧更相关的是：AI叙事能抬估值，但兑现看的是现金流与单位经济，而不是口号密度。
#AI #生产力 #Apollo #科技股
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【本周财报前｜AI 叙事】钱砸进去了，生产率账本还没跟上来——至少在 Mag7 外面
Apollo 经济学家 Torsten Slok 一侧的观察很锋利：Mag7 的人均营收与利润率在上升，但标普其余约 493 家大致平坦；目前看不到 AI 在科技巨头之外，系统性推升主流企业的生产率与财务回报。叙事很热，财报里的「非科技扩散」仍偏冷。
所以本周微软 / 谷歌 / 亚马逊的指引才是试金石：不是听「我们还在投 AI」的口号，而是看 capex、利润率与对客户侧 ROI 的措辞，有没有开始从「投入故事」变成「回报故事」。若巨头自己都只能讲投入，Mag7 外的零回报观察会更难被证伪。
加密周末情绪常跟科技龙头联动：真正要盯的是指引里的回报证据，不是又一轮 AI 关键词密度。
#AI #Mag7 #财报 #Apollo
仅供参考，不构成投资建议 / NFA
【本周财报前｜AI 叙事】钱砸进去了，生产率账本还没跟上来——至少在 Mag7 外面
Apollo 经济学家 Torsten Slok 一侧的观察很锋利：Mag7 的人均营收与利润率在上升，但标普其余约 493 家大致平坦；目前看不到 AI 在科技巨头之外，系统性推升主流企业的生产率与财务回报。叙事很热，财报里的「非科技扩散」仍偏冷。
所以本周微软 / 谷歌 / 亚马逊的指引才是试金石：不是听「我们还在投 AI」的口号，而是看 capex、利润率与对客户侧 ROI 的措辞，有没有开始从「投入故事」变成「回报故事」。若巨头自己都只能讲投入，Mag7 外的零回报观察会更难被证伪。
加密周末情绪常跟科技龙头联动：真正要盯的是指引里的回报证据，不是又一轮 AI 关键词密度。
#AI #Mag7 #财报 #Apollo
仅供参考，不构成投资建议 / NFA
Apollo 经济学家 Torsten Slok 一侧的观察很锋利：Mag7 的人均营收与利润率在上升，但标普其余约 493 家大致平坦；目前看不到 AI 在科技巨头之外，系统性推升主流企业的生产率与财务回报。叙事很热，财报里的「非科技扩散」仍偏冷。
所以本周微软 / 谷歌 / 亚马逊的指引才是试金石：不是听「我们还在投 AI」的口号，而是看 capex、利润率与对客户侧 ROI 的措辞，有没有开始从「投入故事」变成「回报故事」。若巨头自己都只能讲投入，Mag7 外的零回报观察会更难被证伪。
加密周末情绪常跟科技龙头联动：真正要盯的是指引里的回报证据，不是又一轮 AI 关键词密度。
#AI #Mag7 #财报 #Apollo
仅供参考，不构成投资建议 / NFA
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🏋️♂️ Mega Investment: Apollo Secures $800 Million for GoodLife Fitness!
A major financial deal has emerged in the health and wellness sector. Global investment firm Apollo Global Management has secured approximately $800 million in private credit financing for an investment in Canada's largest health club operator, GoodLife Group.
💰 Deal Highlights:
Major Backing: According to a Bloomberg report, this financing group includes major names like Ares Management.
Focus on Wellness: This investment proves that major investors' confidence in the health and fitness industry is steadily increasing in the post-pandemic world.
Expansion Plans: This substantial amount will be used to expand GoodLife Group's Canada-wide network and improve its operational capabilities.
📈 Market Analysis:
The increased involvement of the private credit market indicates that private lenders, rather than traditional banks, are now stepping forward to support fitness and lifestyle brands. GoodLife, already an iconic brand in Canada, will further strengthen its market position after this funding.
🚀 Do you think the fitness industry will become the most profitable sector in the future?
$SKYAI $BSB $BIO
#Apollo #GoodLifeFitness #PrivateCredit #FinanceNews #FitnessIndustry
🏋️♂️ Mega Investment: Apollo Secures $800 Million for GoodLife Fitness!
A major financial deal has emerged in the health and wellness sector. Global investment firm Apollo Global Management has secured approximately $800 million in private credit financing for an investment in Canada's largest health club operator, GoodLife Group.
💰 Deal Highlights:
Major Backing: According to a Bloomberg report, this financing group includes major names like Ares Management.
Focus on Wellness: This investment proves that major investors' confidence in the health and fitness industry is steadily increasing in the post-pandemic world.
Expansion Plans: This substantial amount will be used to expand GoodLife Group's Canada-wide network and improve its operational capabilities.
📈 Market Analysis:
The increased involvement of the private credit market indicates that private lenders, rather than traditional banks, are now stepping forward to support fitness and lifestyle brands. GoodLife, already an iconic brand in Canada, will further strengthen its market position after this funding.
🚀 Do you think the fitness industry will become the most profitable sector in the future?
$SKYAI $BSB $BIO
#Apollo #GoodLifeFitness #PrivateCredit #FinanceNews #FitnessIndustry
A major financial deal has emerged in the health and wellness sector. Global investment firm Apollo Global Management has secured approximately $800 million in private credit financing for an investment in Canada's largest health club operator, GoodLife Group.
💰 Deal Highlights:
Major Backing: According to a Bloomberg report, this financing group includes major names like Ares Management.
Focus on Wellness: This investment proves that major investors' confidence in the health and fitness industry is steadily increasing in the post-pandemic world.
Expansion Plans: This substantial amount will be used to expand GoodLife Group's Canada-wide network and improve its operational capabilities.
📈 Market Analysis:
The increased involvement of the private credit market indicates that private lenders, rather than traditional banks, are now stepping forward to support fitness and lifestyle brands. GoodLife, already an iconic brand in Canada, will further strengthen its market position after this funding.
🚀 Do you think the fitness industry will become the most profitable sector in the future?
$SKYAI $BSB $BIO
#Apollo #GoodLifeFitness #PrivateCredit #FinanceNews #FitnessIndustry
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Article
SoftBank Considers Raising Apollo Loan to $9 Billion for OpenAI Investment($APO.US ) SoftBank Group is reportedly in talks with Apollo Global Management to increase a loan backed by assets in its Vision Fund 2 from $5.4 billion to as much as $9 billion, according to people familiar with the matter cited by Bloomberg.
The financing has not been finalized. The potential increase comes as SoftBank continues to expand its investment in artificial intelligence, particularly through its large commitment to OpenAI.
SoftBank has committed about $64.6 billion to OpenAI and has also used its OpenAI stake as collateral for additional financing. In August, the company raised a $10 billion loan backed by its OpenAI holding from lenders including Apollo.
The situation highlights how major AI investments are increasingly being supported by sophisticated financing structures. NAV loans allow investment firms to borrow against the value of assets held inside a fund, providing additional liquidity without immediately selling those assets.
At the same time, SoftBank's credit risk has attracted attention. Bloomberg reported that credit-default swaps on SoftBank rose to a three-year high this week, while the company has also been meeting investors regarding a potential overseas junk-bond offering.
Vision Fund 2 has made more than 300 investments since inception and has recently increased its exposure to OpenAI. The fund had more than $100 billion in committed capital as of February, according to Bloomberg.
Market Takeaway:
SoftBank's latest financing discussions show the scale of capital required to maintain its aggressive AI investment strategy. The key factors to watch are the final loan terms, SoftBank's leverage, OpenAI's future funding requirements, and broader investor sentiment toward AI-related assets.
Analysis only — not financial advice or a buy signal.
#SoftBank #OpenAI #AI #Apollo #Crypto #Technology
SoftBank Considers Raising Apollo Loan to $9 Billion for OpenAI Investment
($APO.US ) SoftBank Group is reportedly in talks with Apollo Global Management to increase a loan backed by assets in its Vision Fund 2 from $5.4 billion to as much as $9 billion, according to people familiar with the matter cited by Bloomberg.
The financing has not been finalized. The potential increase comes as SoftBank continues to expand its investment in artificial intelligence, particularly through its large commitment to OpenAI.
SoftBank has committed about $64.6 billion to OpenAI and has also used its OpenAI stake as collateral for additional financing. In August, the company raised a $10 billion loan backed by its OpenAI holding from lenders including Apollo.
The situation highlights how major AI investments are increasingly being supported by sophisticated financing structures. NAV loans allow investment firms to borrow against the value of assets held inside a fund, providing additional liquidity without immediately selling those assets.
At the same time, SoftBank's credit risk has attracted attention. Bloomberg reported that credit-default swaps on SoftBank rose to a three-year high this week, while the company has also been meeting investors regarding a potential overseas junk-bond offering.
Vision Fund 2 has made more than 300 investments since inception and has recently increased its exposure to OpenAI. The fund had more than $100 billion in committed capital as of February, according to Bloomberg.
Market Takeaway:
SoftBank's latest financing discussions show the scale of capital required to maintain its aggressive AI investment strategy. The key factors to watch are the final loan terms, SoftBank's leverage, OpenAI's future funding requirements, and broader investor sentiment toward AI-related assets.
Analysis only — not financial advice or a buy signal.
#SoftBank #OpenAI #AI #Apollo #Crypto #Technology
The financing has not been finalized. The potential increase comes as SoftBank continues to expand its investment in artificial intelligence, particularly through its large commitment to OpenAI.
SoftBank has committed about $64.6 billion to OpenAI and has also used its OpenAI stake as collateral for additional financing. In August, the company raised a $10 billion loan backed by its OpenAI holding from lenders including Apollo.
The situation highlights how major AI investments are increasingly being supported by sophisticated financing structures. NAV loans allow investment firms to borrow against the value of assets held inside a fund, providing additional liquidity without immediately selling those assets.
At the same time, SoftBank's credit risk has attracted attention. Bloomberg reported that credit-default swaps on SoftBank rose to a three-year high this week, while the company has also been meeting investors regarding a potential overseas junk-bond offering.
Vision Fund 2 has made more than 300 investments since inception and has recently increased its exposure to OpenAI. The fund had more than $100 billion in committed capital as of February, according to Bloomberg.
Market Takeaway:
SoftBank's latest financing discussions show the scale of capital required to maintain its aggressive AI investment strategy. The key factors to watch are the final loan terms, SoftBank's leverage, OpenAI's future funding requirements, and broader investor sentiment toward AI-related assets.
Analysis only — not financial advice or a buy signal.
#SoftBank #OpenAI #AI #Apollo #Crypto #Technology
APOUS+0,16%
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Efecto Dominó?
#blackRock bloquea retiradas en su fondo estrella de 26 mil millones mientras sus acciones se desploman
BlackRock, el titán de $14+ trillones en AUM ha encendido las alarmas de liquidez a nivel global. Tras un aluvión de solicitudes de reembolso que superaron los límites establecidos, la gestora de activos más grande del mundo ha tenido que "cerrar la ventanilla" en su fondo insignia de private credit: el HPS Corporate Lending Fund (adquirido vía la compra de HPS por $12B en 2025), que maneja $26 mil millones, provocando una caída de más del 5% en la apertura de sus acciones en Nueva York.
Corralito de liquidez: Ante una avalancha de solicitudes de retiro que alcanzaron el 9.3% del capital, BlackRock aplicó el límite estatutario del 5% (unos 1 200 millones de dólares). Esto significa que miles de inversores se han quedado "atrapados" sin poder retirar su dinero, una medida que BlackRock defiende como una "característica de protección" pero que el mercado lee como un síntoma de estrés.
El detonante: Préstamos a cero: La desconfianza se disparó tras conocerse que el fondo tuvo que valorar como "cero" (pérdida total) préstamos privados a empresas como Infinite Commerce Holdings. Esto ha levantado sospechas sobre cuántos "cadáveres" más hay en las carteras de crédito de 2021 que no han aguantado los tipos de interés altos.
Impacto en #WallStreet : La noticia borró miles de millones en capitalización bursátil de BlackRock en minutos. La caída del 5% contagió a otros gigantes del sector como KKR, #Apollo y #blackstone , ante el temor de que el crédito privado, (el gran motor del mercado el último año), sea en realidad una burbuja de activos ilíquidos.
#CryptoNews
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{alpha}(560x0cde6936d305d5b34667fc46425e852efd73559a)
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{alpha}(560x390a684ef9cade28a7ad0dfa61ab1eb3842618c4)
Efecto Dominó?
#blackRock bloquea retiradas en su fondo estrella de 26 mil millones mientras sus acciones se desploman
BlackRock, el titán de $14+ trillones en AUM ha encendido las alarmas de liquidez a nivel global. Tras un aluvión de solicitudes de reembolso que superaron los límites establecidos, la gestora de activos más grande del mundo ha tenido que "cerrar la ventanilla" en su fondo insignia de private credit: el HPS Corporate Lending Fund (adquirido vía la compra de HPS por $12B en 2025), que maneja $26 mil millones, provocando una caída de más del 5% en la apertura de sus acciones en Nueva York.
Corralito de liquidez: Ante una avalancha de solicitudes de retiro que alcanzaron el 9.3% del capital, BlackRock aplicó el límite estatutario del 5% (unos 1 200 millones de dólares). Esto significa que miles de inversores se han quedado "atrapados" sin poder retirar su dinero, una medida que BlackRock defiende como una "característica de protección" pero que el mercado lee como un síntoma de estrés.
El detonante: Préstamos a cero: La desconfianza se disparó tras conocerse que el fondo tuvo que valorar como "cero" (pérdida total) préstamos privados a empresas como Infinite Commerce Holdings. Esto ha levantado sospechas sobre cuántos "cadáveres" más hay en las carteras de crédito de 2021 que no han aguantado los tipos de interés altos.
Impacto en #WallStreet : La noticia borró miles de millones en capitalización bursátil de BlackRock en minutos. La caída del 5% contagió a otros gigantes del sector como KKR, #Apollo y #blackstone , ante el temor de que el crédito privado, (el gran motor del mercado el último año), sea en realidad una burbuja de activos ilíquidos.
#CryptoNews
$QQQon
$BTC
$AAPLon
#blackRock bloquea retiradas en su fondo estrella de 26 mil millones mientras sus acciones se desploman
BlackRock, el titán de $14+ trillones en AUM ha encendido las alarmas de liquidez a nivel global. Tras un aluvión de solicitudes de reembolso que superaron los límites establecidos, la gestora de activos más grande del mundo ha tenido que "cerrar la ventanilla" en su fondo insignia de private credit: el HPS Corporate Lending Fund (adquirido vía la compra de HPS por $12B en 2025), que maneja $26 mil millones, provocando una caída de más del 5% en la apertura de sus acciones en Nueva York.
Corralito de liquidez: Ante una avalancha de solicitudes de retiro que alcanzaron el 9.3% del capital, BlackRock aplicó el límite estatutario del 5% (unos 1 200 millones de dólares). Esto significa que miles de inversores se han quedado "atrapados" sin poder retirar su dinero, una medida que BlackRock defiende como una "característica de protección" pero que el mercado lee como un síntoma de estrés.
El detonante: Préstamos a cero: La desconfianza se disparó tras conocerse que el fondo tuvo que valorar como "cero" (pérdida total) préstamos privados a empresas como Infinite Commerce Holdings. Esto ha levantado sospechas sobre cuántos "cadáveres" más hay en las carteras de crédito de 2021 que no han aguantado los tipos de interés altos.
Impacto en #WallStreet : La noticia borró miles de millones en capitalización bursátil de BlackRock en minutos. La caída del 5% contagió a otros gigantes del sector como KKR, #Apollo y #blackstone , ante el temor de que el crédito privado, (el gran motor del mercado el último año), sea en realidad una burbuja de activos ilíquidos.
#CryptoNews
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