Blackstone, Apollo, and Blue Owl are all in on data center bets — but there's one thing making them wary

AI bubble be damned, the data center bet still looks great according to the top private markets investors. Just be careful who you're leasing to.
Seeking Alpha

Apollo Global Management, Blue Owl cut to Perform at Oppenheimer on valuation

Oppenheimer analyst Chris Kotowski downgraded Apollo Global Management (NYSE:APO) and Blue Owl Capital (NYSE:OWL) to Perform from Outperform as their stocks traded through his price targets. "We ...
Seeking Alpha

Apollo Funds to Acquire Pan-European, Highly Interconnected Colocation Data Center Business from STACK Infrastructure, a portfolio company of Blue Owl Digital Infrastructure

LONDON and NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced that Apollo-managed infrastructure funds (the “Apollo Funds”) have agreed to acquire the European colocation ...
Benzinga.com

3 Alternative Asset Managers Are Raising Dividends by 5% to 25%

First up is private equity firm KKR & Co. Inc. (NYSE: KKR). The financial services company announced a moderate 5.7% increase to its quarterly dividend. The next 18.5 cents per share dividend will be ...
Yahoo Finance

Blackstone, Apollo, and Blue Owl are all in on data center bets — but there's one thing making them wary

Blue Owl co-CEO Doug Ostrover, Apollo CEO Marc Rowan and Blackstone President Jon GrayAP/Chris O'Meara/PATRICK T. FALLON/AFP via Getty Images/ Vernon Yuen/NurPhoto via Getty Images Private markets are ...
AOL

Blackstone, Apollo, and Blue Owl are all in on data center bets — but there's one thing making them wary

Private markets are all in on digital infrastructure, and they don't see any short-term concerns. At the Goldman Sachs Financial Services Conference, they explained why they're bullish on the sector.