Apollo ($APO) podcast mentions
Per Ticker.id: 40 Apollo ($APO) mentions across 11 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-30.
SpaceX's AI segment generated more than half of the company's revenue, up from just 17% in 2025. That's mostly cloud infrastructure with some Groq and Cursor revenue. Hey, I did a lot of Groq this last few days. I kind of like it now. I didn't like— didn't used to like it. I had a bit of X ad sales. A bit, but SpaceX spent $19.6 billion on CapEx in the quarter and said it expects $35 billion to $40 billion in the fourth quarter, nearly double Wall Street's estimate of around $20 billion as additional capacity comes online. Company also announced a binding commitment for approximately $40 billion of GPU equipment financing with an Apollo— that's a private equity firm— managed entity. So long story short, most of these companies are maintaining or raising their CapEx outlooks, and the few that are giving color on 2027 said they expect to spend even more next year. That's positive if you're bullish on stocks that sell into the data center. Not so positive, say, if you're, uh, Kevin Walsh, runs the, uh, the— well, let's just say the Federal Reserve doesn't want to hear that.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/30/26 · 2026-10-31Anthropic's S-1 finally dropped, but one Apollo economist says AI has delivered a zero financial payoff outside of tech. So who's really benefiting from the AI boom? Also this week, Marissa Mayer's new AI assistant has sparked a wave of backlash over what tech leaders think people want from AI. And we're keeping an eye on a couple of deals, including a $600 million funding round for a startup that's building self-driving excavators. Stick around. Hello and welcome back to Equity TechCrunch's flagship podcast about the business of startups. I'm Kirsten Kurasiek, transportation editor here at TechCrunch, and I'm joined as always by our weekend editor Anthony Ha and senior reporter special projects Sean O'Kane and dot, dot, dot. We have a special guest today I'm very excited about.
Kirsten Korosec · Equity · Anthropic’s S-1 is here. Does AI pay off? · 2026-10-30Yeah, I mean, obviously making any predictions is always just an exercise in like making yourself look like an idiot 6 months from now, but I would be very, very surprised if any of the major executives are still using superintelligence as their primary term of art 6 months from now. I feel like we're going to look back and go, "Isn't that weird that they tried to make that happen?" But we'll see if I get that right. I think one other thing I want to highlight that's not so much a singular risk factor, but felt like an interesting juxtaposition and a big question for companies like Anthropic was Over the weekend, Apollo, the private equity firm, you know, their chief economist put out a little note that basically said there's been no economic value provided by AI so far, specifically at large corporations. Like if you take the S&P 500, you subtract, you know, the 7 big tech firms, that essentially there's no sign that revenue is improving, revenue per employee is improving, and yet these companies have made major investments in AI.
Anthony Ha · Equity · Anthropic’s S-1 is here. Does AI pay off? · 2026-10-30Now let's talk about some, a recent report. This is coming from Apollo Global Management, one of the largest private equity firms and asset managers out there. And they did a study about not just technology companies, but really the rest of the economy, call it the S&P 493. Now there's the Mag 7, and revenue per worker for the Mag 7 is going up. But the idea of AI is to make the entire economy more productive, right? To create efficiencies, find efficiencies that weren't there before, and that would— will ultimately justify all the spending. But if you go look at the profit margins for the 497 as well as the revenue per worker, it's essentially flat.
Justin Klein · InvestTalk · Russia Sanctions Lifted? What the US-Russia Energy Deal Means for Commodity Prices · 2026-10-26Meta wants to raise as much as $95 billion to support its AI development. NVIDIA, AMD, and Broadcom signed on to buy as much as $5 billion of the common shares. Meta shares fell about 2% in the regular session. And this revival of the AI trade fueled gains in stocks, with investors bracing for this week's results from tech giants and the upcoming Fed decision. We bring you the closing numbers each day here at Bloomberg. The S&P 500 gained 53 points. NASDAQ jumped 214 points. The Dow up 146 points. The 10-year Treasury yield just shy of 5%. The 2-year, 4.72% and the 30-year Treasury yield at 5.3%. The Philadelphia Semiconductor Index is less than 3% higher, led by NVIDIA, which is more than 2% higher. Universal Music Group discussed going private with private equity firms including Apollo Global Management, TPG, and Blackstone.
Amy Morris · Bloomberg News Now · Anthropic's IPO Filing Lists Risks, Microsoft Plans 60K Buyouts, More · 2026-10-26House and Senate Democrats vowing to probe President Trump's deal to import Russian diesel to the U.S. are asking banks and ports to preserve records related to the issue, saying they anticipate further congressional oversight. The letters, made public today, come as Democrats are promising closer scrutiny of Trump's agreement to allow Moscow to export diesel if they take control of one or more chambers of Congress. Meta Platforms is seeking to raise as much as $95 billion from selling common and preferred stock supporting its development in artificial intelligence with one of the largest equity offerings in history. Taking a look at Meta shares, they're down 0.9%. SpaceX is little changed, has signed a roughly $40 billion equipment finance lease with Apollo Global Management to pay for the chips needed to fuel its artificial intelligence ambitions. Apple has unveiled a revamped iPad Mini, kicking off a week of product launches. The tablet's priced at just under $700.
Karen Moscow · Bloomberg News Now · Anthropic Flags Risks, Reaction to Surprise Lula Win, More · 2026-10-26SpaceX shares, they're down 0.8% after signing a roughly $40 billion equipment finance lease with Apollo Global Management for chips needed to fuel its AI ambitions. And Verizon, it is lower, down almost 3% after reporting third quarter results. Anthropic has filed for an IPO, moving a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public. The company behind Claude expects to begin trading on the Nasdaq under the symbol ANT. Anthropic also warned of catastrophic existential risks to humanity. We get details with Bloomberg's Ed Ludlow.
Karen Moscow · Bloomberg News Now · Stocks Rise at Open, Anthropic Files for IPO, More · 2026-10-26Former Israeli Prime Minister Ehud Olmert made the comments on Bloomberg this weekend. You can catch the program Saturday and Sunday mornings at 7 a.m. to 10 a.m. Wall Street time. SpaceX signing a roughly $40 billion equipment finance lease with Apollo Global Management to pay for the chips needed to fuel its artificial intelligence ambitions. Meta Platforms is seeking to raise as much as $95 billion from selling common and preferred stock, tapping investors for support in the race to lead artificial intelligence development. And Verizon reported its strongest third quarter performance in wireless customer additions in 5 years, more than twice what analysts were looking for. It's a sign that the first year of Chief Executive Dan Schulman's turnaround plan is bearing fruit. And taking a look at futures this morning, they are higher as crude oil retreats from a 6-month high. And investors await a busy slate of big tech earnings for a steer on the artificial intelligence trade. We're also awaiting a Federal Reserve interest rate decision this week. S&P futures up 0.4%.
Karen Moscow · Bloomberg News Now · Anthropic Files for IPO, Brazil Stocks Drop, More · 2026-10-26Former Israeli Prime Minister Ehud Olmert made the comments on Bloomberg this weekend. You can catch the program Saturday and Sunday mornings at 7 a.m. to 10 a.m. Wall Street time. Sources tell Bloomberg Anthropic is planning to file publicly for initial public offering in New York this morning as the artificial intelligence model maker nears a potentially record-breaking debut. SpaceX signing a roughly $40 billion equipment finance lease with Apollo Global Management to pay for the chips needed to fuel its artificial intelligence ambitions. Meta Platforms is seeking to raise as much as $95 billion from selling common and preferred stock, tapping investors for support in the race to lead artificial intelligence development. And Verizon reported its strongest third quarter performance in wireless customer additions in 5 years, more than twice what analysts were looking for. It's a sign that the first year of Chief Executive Dan Schulman's turnaround plan is bearing fruit.
Karen Moscow · Bloomberg News Now · Real Falls on Lula Win, Anthropic Planning to File for IPO · 2026-10-26So here's the latest this morning. Data centers facing increasing public opposition, according to research group Data Center Watch. 45 projects worth $68 billion were delayed in the second quarter of this year. Because of backlash. Torsten Stock of Apollo picking the winners and losers of the lag, writing a delay would favor assets tied to scarce physical capacity. Torsten joins us now for more. Torsten, good morning.
Jonathan Ferro · Bloomberg Surveillance · Bloomberg Surveillance TV: October 22nd, 2026 · 2026-10-22This is my representative doing something on my behalf. Of course you have to answer it. So the only way companies will be able to respond is probably with agents of their own. And I think that we're going to end up having negotiations between agents very quickly, whether we like it or not. I think on the fairness issue, that, that becomes a big issue throughout the entire economy, right? A lot of how the economy works is, um, is around imperfect information and friction. So, uh, Apollo Research had the, uh, uh, had, uh, pointed out that a lot of how the banking system operates is that we all put our money in savings accounts that are lower yield than we should get because unlike a large company, we don't pay people to sweep our money into higher interest savings accounts on a regular basis. So our money sits at banks, which loan that money out, but agents make it very cheap. I mean, I wouldn't trust them with your money right now, but it makes it very cheap in the near future to take your money and move it from one account to another. And that would actually, at, um, at some scale would actually start to threaten the banking system as a whole. So I think we have a lot of systems built around human frictions and human difficulties. That are about to start collapsing pretty quickly.
Ethan Mollick · The Prof G Pod with Scott Galloway · Can We Coexist With AI? — with Ethan Mollick · 2026-10-22Yeah. I, uh, yeah, above my pay grade. I think anytime we have, uh, a really hard time looking past 2 weeks into the future, we look for other explanations that maybe go outside of you know, normal explanation, whether that ends up being mythology or, you know, we would, you know, crop failures, we would say it was because, you know, Apollo was mad at us or, you know, you didn't do the right sacrifice. And I think we've slowly been chipping away at those for most of our history.
Jake Taylor · The Acquirers Podcast · The End Is Nigh. Buy Here? · 2026-10-22The suit seeks a court order finding the administration's demands and threats related to noncitizen voters violate the separation of powers and trample the rights of states to oversee their elections. The Supreme Court refused to let President Trump's administration cut off hormone treatments and social accommodations for about 1,000 transgender inmates in federal prisons. The justices left in force a lower court's decision that the Bureau of Prisons did not adequately consider evidence of the treatment's effectiveness before trying to end those treatments. The Supreme Court decision, which came over the dissents of conservative Justices Clarence Thomas and Samuel Alito, will apply while that legal fight continues. And Blackstone and a unit of Apollo Global Management are in talks now with the NFL to join the league's list of approved private equity firms that can take minority stakes in its teams. That's news when you want it with Bloomberg News Now. I'm Amy Morrison.
Amy Morris · Bloomberg News Now · Meta to Pay $25B in Penalties, Russia Open to 3-Way Talks, More · 2026-10-21The suit seeks a court order finding that the administration's demands and threats related to noncitizen voters violate the separation of powers and trample the rights of states to oversee elections. The Supreme Court has rejected President Trump's policy to end treatment for transgender inmates. The Trump administration appealed a lower court ruling blocking that policy. They found it unlawful. The administration argued that the policy is a way to maintain security and phase out medical interventions that it views as unproven. Today's decision will apply while the legal fight continues. Blackstone and a unit of Apollo Global Management are in talks with the NFL to join the league's list of approved private equity firms that can take minority stakes in its teams. That's news when you want it with Bloomberg News Now. I'm Amy Morris. This is Bloomberg.
Amy Morris · Bloomberg News Now · Meta Ordered to Pay $25B, Putin: Russia Ready for Peace Talks, More · 2026-10-21Blackstone and a unit of Apollo Global Management are in talks with the NFL to join the league's list of approved private equity firms that can take minority stakes in its teams. That's news when you want it with Bloomberg News Now. I'm Amy Morris, and this is Bloomberg.
Amy Morris · Bloomberg News Now · Russia Open to 3-Way Talks, SpaceX, Tesla Study Merger, More · 2026-10-21