Apollo's Sambur says software's AI troubles will persist, noting the 'very large unknowns'

While Wall Street may be encouraged by the recent rebound in the IGV Software ETF, Apollo's Sambur believe the story will get worse.

Apollo's John Zito questions private equity's software valuations: 'All the marks are wrong'

While Wall Street figures have flagged risks in private credit, Apollo's Zito is among the first within private credit to ...

Apollo economist flags $40B debt cliff for software sector amid AI disruption

Apollo Global Management’s chief economist, Torsten Slok, is warning that the software industry could face mounting financial pressure later this decade as a significant wave of debt approaches ...

Software loans aren't the canary in the credit coalmine

Software loan yields hit 12% as leveraged loan yields fall, signaling sector-specific software credit stress—not broader ...

Apollo CEO calls out private-credit shakeout

Marc Rowan is not trying to hide the private-credit pain. At Bloomberg Invest in New York on Tuesday, March 3, the Apollo Global Management CEO said the $1.8 trillion private-credit industry faces a ...

Here's how private credit bosses are defending their software bets as markets scrutinize Blue Owl

As redemptions jump and AI fears swirl, private credit giants defend their software bets.
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Apollo exec says private equity software valuations ’all wrong’

The Apollo executive warned that private credit lenders and their backing investors could experience significant losses. He said lenders to a generic small-to-medium sized software firm could recover ...