Keep pulling the thread on John Zito.
Federal Reserve Governor Michael Barr warned that stress in the private credit market could spark "psychological contagion" in the financial system.
John Zito claims that Intel's stock has increased by 500% this year.
Apollo has provided over $10 billion in financing for chips to SpaceX.
Geopolitical problems in Europe and the Middle East are driving a global refocus on national sovereignty in areas like power, AI, compute, and chip manufacturing.
John Zito predicts that AI-native companies like Cognition will be able to reach $1 billion in sales in less than three years with fewer than 300 employees.
Two years ago, Apollo financed a deal for Intel to build a new chip fabrication plant in Ireland.
Apollo's corporate strategy has foundationally focused on organic growth rather than engaging in a significant amount of M&A activity.
Apollo has been strategically focusing its investments in infrastructure, credit, and hybrid asset classes.
Apollo is currently assessing options in both Texas and Florida for a potential new headquarters or major office location.