‘Show me the money' time for AI as political risks loom [Yahoo! Finance]
Apollo Global Management, Inc. (New) (APO)
Last apollo global management, inc. (new) earnings: 5/1 07:00 am
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Source: Yahoo! Finance
And the outcome also comes with political risk. Google, Microsoft, Amazon and Meta have spent hundreds of billions of dollars expanding data centers and snapping up Nvidia's high-end AI chips, a capital spending surge that could exceed $300 billion this year, boosted by support from the Trump administration. But with earnings season looming for technology companies, investors are increasingly bracing for signs that the AI profit story could fall short. Big Tech hasn't shown meaningful profits tied directly to AI — most revenue gains have come from cloud and ad businesses, not AI margins themselves. The stakes extend beyond Wall Street spreadsheets. If AI starts to lose its luster in the eyes of investors, it could dent one of the main engines of the economy — consumer spending — by pushing down stock prices and weighing on the finances of higher-income people whose purchases are fueling GDP growth. Any resulting rise in unemployment would compound the Trump administration's stru
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APO
Earnings
- 11/4/25 - Beat
APO
Sec Filings
- 12/15/25 - Form 4
- 12/15/25 - Form 4
- 12/12/25 - Form 4
- APO's page on the SEC website