Apollo Sees Higher-for-Longer Rates Fueling AI Infrastructure Financing Boom

Key Points Interested in Apollo Global Management Inc.? Here are five stocks we like better. Apollo expects interest rates to remain higher for longer, while estimating only a 10%–20% chance of a recession over the next year. Consumer spending, inflation and AI infrastructure investment are supporting economic activity, though geopolitical and energy risks remain. The firm views AI primarily as a large-scale financing opportunity, providing structured capital to investment-grade companies involved in digital infrastructure, energy, logistics and defense rather than betting on individual technology winners.