Private-Credit Earnings Ease Investor Concern Over Market’s Health

Apollo CEO Marc Rowan has reassured investors by addressing concerns about the market's health, highlighting the positive earnings in the private-credit sector.

Apollo has made a significant investment of $75 billion this quarter, showcasing its growth in deal capacity. The New York-based credit investor is on track to achieve its ambitious goal of $275 billion in new investments for the year.

Apollo has decided to withdraw its $2.1 billion bid to take the pizza chain Papa John's private, according to sources. This move raises questions about the future of the company and its strategic direction.

Apollo Global Management's CEO, Marc Rowan, highlights the growing opportunity in private investments targeting retail clients. This shift is significant as it opens new avenues for asset managers, allowing them to tap into a broader market and potentially enhance their growth. By focusing on retail-focused firms, Apollo aims to capitalize on this trend, which could reshape the landscape of private asset management.

Torsten Slok, the chief economist at Apollo, is raising important questions about the Federal Reserve's potential decision to cut interest rates in December. He emphasizes the need for a data-driven approach, particularly in light of insights gained from alternative data regarding the US labor market. This discussion is crucial as it could influence economic policies and market expectations, highlighting the delicate balance the Fed must maintain in response to evolving economic indicators.

Apollo has reported a profit that surpasses expectations, driven by record fee-related income. This is significant as it highlights the company's strong performance in a competitive market, showcasing its ability to generate revenue effectively. Investors and analysts are likely to view this positively, as it suggests robust financial health and potential for future growth.

Apollo has reported a remarkable surge in private credit loans, originating $75 billion in new loans during the third quarter, marking a 21% increase from last year. This growth is significant as it demonstrates Apollo's resilience in the face of rising interest rate concerns, showcasing the continued demand for private credit solutions. Such a strong performance not only highlights the company's robust lending capabilities but also reflects a broader trend in the financial market where private credit is becoming an increasingly attractive option for borrowers.

Ørsted's recent decision to sell half of the world's largest offshore wind farm to Apollo for $6.5 billion is a significant move that not only strengthens its financial position but also showcases the growing importance of renewable energy investments. This deal comes at a crucial time as Ørsted faces rising costs and political challenges, making this partnership a strategic step towards maintaining its leadership in the green energy sector.

Cava, the fast-casual restaurant chain, has revised its full-year outlook, now anticipating same-restaurant sales growth of only 3% to 4%, a decrease from the previous estimate of 4% to 6%. This slowdown in growth reflects challenges the company is facing in the current market.

Pinterest reported a 17% increase in sales for the third quarter but anticipates a slowdown in revenue growth for the fourth quarter, projecting an increase of only 14% to 16%. This shift highlights the challenges the platform faces in maintaining its growth momentum.

In the latest episode of the Big Take Asia podcast, the discussion focuses on how major Asian economies are managing the increasing tensions between the US and China following the recent APEC summit.

Investors are feeling uneasy as the S&P 500 and Nasdaq experienced their largest one-day declines in weeks. This downturn follows announcements from major tech companies regarding their AI spending plans for 2026, raising concerns about the sustainability of such investments.

Digital Turbine has reported its Q2 2026 earnings, surpassing expectations and showcasing strong financial performance. This positive outcome reflects the company's effective strategies and growth in the digital marketplace.

Cumberland Pharmaceuticals reported impressive revenue growth in their Q3 2025 earnings call, showcasing strong performance and positive market response. The company highlighted key strategies that contributed to this success, indicating a promising future ahead.