Apollo Global Management, Inc. (New) Common Stock (APO)

When the S&P 500 was flirting with 7,000 back in January, everyone wanted in. Now, with the index 400 to 500 points lower, the mood has flipped to fear. That disconnect between price and psychology is exactly where contrarian investors Jeff Clark of TradeSmith and Andy Swan of LikeFolio see opportunity.

The private credit industry, long the darling of the post-2008 financial landscape, has hit a formidable wall in early 2026. After a decade of explosive growth that saw the sector balloon to a staggering $3.5 trillion in assets under management (AUM), the first quarter of this year has signaled

Two years after the most tumultuous period in Hollywood’s corporate history, the dust has finally settled on the merger between Paramount Global and Skydance Media. Today, as of April 6, 2026, the entity known as Paramount-Skydance Corporation (NASDAQ:PSKY) stands not just as a survivor of the streaming wars,

In his most sobering annual shareholder letter to date, JPMorgan Chase (NYSE:JPM) Chairman and CEO Jamie Dimon warned on April 6, 2026, that the escalating war in Iran has created a global economic environment fraught with "stickier" inflation and the potential for unexpectedly high interest rates. Dimon, often regarded

The private credit gold rush, which has dominated Wall Street’s narrative for the better part of a decade, is facing its most significant liquidity test to date. In the first quarter of 2026, Blackstone Inc. (NYSE: BX) revealed that its flagship Blackstone Private Credit Fund (BCRED) was hit by

LEIXLIP, IRELAND — In a move that market analysts are calling a "declaration of financial independence," Intel Corporation (NASDAQ: INTC) announced today its definitive agreement to repurchase the 49% equity interest in its Ireland Fab 34 joint venture from Apollo Global Management (NYSE: APO) for approximately $14.2 billion. The transaction,

The chipmaker is altering its manufacturing strategy -- and investors like the implications.

Intel Corp. (Nasdaq: INTC) has officially signaled the end of its era of financial caution, reaching a definitive $14.2 billion agreement to repurchase the 49% stake in its Ireland Fab 34 joint venture previously held by Apollo Global Management (NYSE: APO). The move, announced this week, marks a pivotal

In a move that signals a definitive turning point in its multi-year turnaround, Intel Corporation (NASDAQ: INTC) announced on April 1, 2026, that it has reached a $14.2 billion agreement to repurchase the 49% equity stake in its Irish manufacturing operations from Apollo Global Management (NYSE: APO). The deal

While Intel stock has done well of late, first-quarter earnings could be a catalyst for an even higher stock price.

The semiconductor giant is advancing its foundry strategy.

The multi-trillion-dollar private credit market is facing its most harrowing test to date this March 2026, as a wave of defaults and a liquidity crunch force major players to lock their doors. Following a turbulent first quarter characterized by deteriorating borrower health and the realization of long-feared systemic risks, the

NEW YORK — The decade-long "golden age" of the US private credit market is facing its most severe stress test to date. As of late March 2026, a confluence of stagnant interest rates, an "exit logjam" in private equity, and a sharp spike in borrower defaults has begun to grind the

Investors have been concerned about private credit for months now, largely because it's difficult to know what's going on in this opaque sector.

As of late March 2026, the once-indomitable private credit market is facing its most significant challenge since its post-2008 inception. A sharp acceleration in defaults across the United States has sent shockwaves through the "shadow banking" sector, with several high-profile Business Development Companies (BDCs) forced to slash dividends and gate

As of March 25, 2026, the global economic landscape has shifted from the volatility of previous years into a phase of "tenuous resilience." Fueled by a significant rebound in international trade and a surge in high-tech manufacturing, U.S. equity markets have shattered previous records in the opening quarter of

The global financial landscape is bracing for a seismic shift as Goldman Sachs (NYSE: GS) officially declared the end of the "deal winter," forecasting a robust 15% surge in merger and acquisition (M&A) volume for 2026. According to the firm’s latest global outlook report, titled "Think Big, Build

NEW YORK — In a move that has sent shockwaves through the global alternative asset management industry, Apollo Global Management (NYSE: APO) officially moved yesterday, March 23, 2026, to cap redemptions on its flagship private credit fund. The decision to restrict investor withdrawals from the $25 billion Apollo Debt Solutions (ADS)

In a move that has fundamentally reshaped the global entertainment landscape, Paramount Global (NASDAQ: PARA) and Warner Bros. Discovery (NASDAQ: WBD) have finalized a definitive merger agreement, creating a media behemoth with a combined enterprise value of approximately $170 billion. The deal, announced in late March 2026, represents the culmination

In a move that signals a tectonic shift in the Japanese industrial landscape, Apollo Global Management (NYSE:APO) announced on March 23, 2026, a definitive agreement to acquire Nippon Sheet Glass (TYO:5202), commonly known as NSG. The transaction, valued at approximately $3.7 billion (JPY 590 billion) in enterprise

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