Fed decision day in America. In your view, what does getting policy right look like. >> I don't know if there's a right answer here.Um, you know, internally at Apollo, we do not think there's a need for a cut. There's nothing in the data that tells us, but at the same time, I understand the decision. But longer term, I'm not sure it really matters.I mean, if you think about what's happening, the market is ultimately determining the outcome. We have governments around the world who are borrowing record amoun ...

Fed decision day in America. In your view, what does getting policy right look like. >> I don't know if there's a right answer here.Um, you know, internally at Apollo, we do not think there's a need for a cut. There's nothing in the data that tells us, but at the same time, I understand the decision. But longer term, I'm not sure it really matters.I mean, if you think about what's happening, the market is ultimately determining the outcome. We have governments around the world who are borrowing record amoun ...

Yeah, back to your private credit question, there's a similar type of anxiety about the data center build and and capex and I I again I don't really see it. So if you zoom out and you look at the demand for data and the demand for data centers, it makes perfect sense just given the digitization of everything and we are years away from the demand overwhelming supply. When we think about this business, you can just look at the large hyperscalers alone and you have $300 billion dollars of capex demand this yea ...

Economic Growth & Forecast - Broadly, outside forecasts indicate a pickup in growth [1] - The baseline expectation is a growth pickup from the current 1.7% [2] - The SEP median growth is 1.7% for the current year and 2.3% for the next year [2] - Adjusting for shutdown impact, growth would be 1.9% and 2.1% respectively [2] - Solid growth is expected next year [3] Key Drivers - Resilient consumer spending is a contributing factor [1][3] - AI spending on data centers is supporting business investment [1][3] - Fiscal policy is expected to be supportive [2]

RT xAI Memphis (@xAIMemphis)24/7/365. Rain or shine. CEO midnight meetings. All hands on deck building the world’s best data centers with maniacal speed and efficiency. https://t.co/W3TuzXFUKF ...

Core Insights - Copper prices are experiencing a rebound, climbing back toward record levels due to warnings of significant market shortages as mining operations struggle to meet demand [1][2] - The price of copper has increased over 30% on the London Metal Exchange (LME) this year, driven by mine outages and expectations of rising US imports amid potential tariffs [2][3] - Despite a slowdown in Chinese demand and ongoing stress in the manufacturing sector, long-term investor sentiment remains bullish on copper due to its critical role in renewable energy, electric vehicles, and data centers [3][4] Supply and Demand Dynamics - The mining industry is facing challenges in ramping up new copper production, necessitating a period of higher prices to stimulate investment [4] - The interplay of growth in AI-driven data centers, electric vehicle expansion, and a global shift toward more accommodative economic policies is expected to bolster copper demand [4] Market Reactions - Copper prices rose by 1.6% to $11,666 per ton, recovering from a previous decline, while other metals like aluminum and zinc also saw slight increases [1][5] - Investors are anticipating a quarter-point interest rate reduction from the Federal Reserve, which may influence market dynamics and borrowing costs [4][5]

[music] [music] Good morning and welcome to Opening Bid. I'm Yahoo [music] Finance executive editor Brian Sazi and I'm joining you live from Apollo Global Management Headquarters in the heart of New York City. Paulo is the parent company of [music] Yahoo Finance, but it's also one of the largest private equity firms in the world [music] and a major player in the retirement market. All day, I'll be taking you behind the scenes of this financial powerhouse, showing you how a [music] top Wall Street firm like ...

Data centers are notably absent from the shopping list for the world’s largest sovereign wealth fund as it unveils a new strategy following a period of disappointing real estate results https://t.co/q9hTX02DWx ...

John G Vernova kicking off its investor day by revising its financial targets to the upside, announcing a bigger dividend and increasing its share buyback to 10 billion from six billion. First to the forecast, 2025 revenue guidance trending higher and even looking to 2028. The company's projecting margins of 20% which is up from the prior target of 14% and higher than Wall Street consensus as demand continues to rise for gas power and company.company says that it did sign 18 gawatts of gas turbine contracts ...

TruePatrick OShaughnessy (@patrick_oshag):"The most important thing in the next 3-4 years is data centers in space.In every way, data centers in space, from a first principles perspective, are superior to data centers on earth.In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, https://t.co/Z2ri4tLSTA ...