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Apollo Global Management Inc

Air Lease Acquisition: Sumitomo, SMBC, Apollo, Brookfield Take Private

by Priya Shah – Business Editor September 3, 2025

written by Priya Shah – Business Editor

Air Lease to be Acquired in $7.4 Billion Deal, Further Consolidating Airplane Leasing Industry

September 2, 2025 ‍ – the airplane leasing world is ⁢shrinking ‌as Air Lease Corp. (ALC) has agreed to be acquired in a deal valued at $7.4 billion,the⁣ companies ⁢announced Tuesday. The move continues ⁣a ⁢trend of consolidation within the industry.Recent deals include⁤ General Electric’s sale⁢ of its aircraft leasing arm to Aercap in 2021, as the conglomerate focused ‌on⁢ core businesses like airplane engine manufacturing. Two years prior, Standard Chartered sold its aircraft leasing business to avilease,‌ owned ‌by Saudi‍ arabia’s sovereign wealth fund.

Often called the ⁢”godfather” of aviation leasing, Air Lease founder Steven udvar-Házy, who established the company in 2010 alongside CEO John ⁢Plueger, is retiring after shaping the ‍modern aircraft leasing business.‍

“Since founding Air Lease in 2010, we have been unwavering in our mission to‌ shape the future of the aviation⁢ industry and provide airlines around the world with⁢ access to⁤ the‍ most modern, fuel-efficient aircraft,” Udvar-Házy said.

Udvar-Házy fled⁤ soviet Hungary with his parents in the late 1950s⁤ and previously co-founded ILFC⁤ in 1973, later selling it to AIG. He ran ILFC untill 2010 and announced his retirement from Air Lease this past March.

September 3, 2025 0 comments

Business

Stocks Bounce Back Amid AI Spending Surge and BLS Controversy

by Priya Shah – Business Editor August 4, 2025

written by Priya Shah – Business Editor

Key Takeaways from the CNBC Investing Club Update with Jim Cramer:

1. Massive AI Infrastructure Investment:

hyperscalers are Doubling Down: Microsoft (MSFT),Meta (META),Amazon (AMZN),and Google (GOOGL) are significantly increasing capital expenditure (capex) on AI infrastructure.Morgan Stanley analysts predict even higher commitments in 2026.
Demand Outstrips Supply: Cloud providers are still reporting that demand for computing power for AI is exceeding supply.
Confidence in ROI: Management teams are increasingly confident they can generate a return on these massive investments and are willing to sustain high spending levels. Positive for Generative AI Trade: This signals serious commitment to AI and bodes well for companies involved in the AI ecosystem.

2. Company Specifics:

Apple (AAPL): Needs AI desperately. Tim Cook announced “meaningful growth” in AI investment, but Apple has historically spent less on capex than competitors.A accomplished AI rollout is crucial for device sales and its services unit. Cramer’s team is trying to understand Apple’s long-term AI strategy.
Microsoft,Amazon,Meta: Cramer is impressed with their AI plans and notes the market wants to see high spending,irrespective of whether it seems excessive.
Industrial Stocks Benefit: Companies like Eaton,GE Vernova,and Dover will benefit from the data center construction and electricity infrastructure needed to support AI. GE Vernova’s gas turbines are notably in demand.

3. Earnings Watchlist (Monday/Tuesday):

Monday After-Close: Coterra Energy, Palantir, Hims & Hers, Axon Enterprise, MercadoLibre, Vertex Pharmaceuticals. Cramer’s team will wait for Coterra’s conference call before analysis,focusing on their permian Basin well issues. Tuesday Morning: DuPont, eaton, Caterpillar, Apollo Global Management, Marriott International.
Economic Data: ISM Services PMI on Tuesday at 10 am ET.

4.Vital Reminders about the Investing Club:

Trade Alerts: Subscribers receive alerts before Jim Cramer makes a trade.
Waiting Periods: 45-minute wait after alert before execution; 72-hour wait after CNBC TV mention.
* Disclaimer: No fiduciary duty or guaranteed outcomes.In essence, the update paints a picture of a rapidly escalating investment cycle in AI infrastructure, driven by strong demand and increasing confidence in the technology’s potential. It highlights specific companies poised to benefit, and outlines a busy earnings week for the CNBC Investing Club.

August 4, 2025 0 comments

Business

Stocks After Hours: Nvidia, Private Markets, Banking Gains & China Tech Boost

by Priya Shah – Business Editor July 16, 2025

written by Priya Shah – Business Editor

Here’s a breakdown of the details provided, categorized for clarity:

Investment Firms:

KKR: Up 2% after hours.Stock is down 20% from the Jan. 31 high,but up 13% in a month.
Ares: Flat after hours. Stock is off 13% from the February high, but up about 4.8% in a month.
Blackstone: Shares are off 20% from the Nov. 25 high. Stock is up 17% in a month.
blackrock: Fell nearly 6% Tuesday after hitting a new high earlier this week. Stock is up 7.6% in a month.
Apollo Global Management (APO): Mentioned with “1M mountain” indicating a 1-month chart.

Big Banks:

Goldman Sachs: Up 38% over three months. Stock is down 3% from the high. CEO David Solomon will be on CNBC TV’s “Money Movers” at 11 a.m. Wednesday.
Bank of America: Up 21% in three months. Stock is off 6% from the high.
Morgan Stanley: Up 28% over three months. Shares are down 2.5% from last week’s high.
PNC Financial: Up nearly 24% in three months. Shares are off 11% from the November high.

Other Companies:

Johnson & Johnson (JNJ): Shares are flat in the last three months. Shares are 8% from the march high. Reports in the morning on “Squawk box.” mentioned with “3M mountain” indicating a 3-month chart.
United Airlines: Shares have gained 29% over the past three months. Stock is 25% from the January high. SL Green (SLG): Stock has gained 19% in the past three months. The real estate investment trust is down 25% from the November high. Shares have a dividend yield of nearly 5%. Mentioned with “3M mountain” indicating a 3-month chart.
nvidia (NVDA): Stock was up 4% Tuesday, hitting another record. Shares have gained 52% over the past three months.CEO Jensen Huang is expected to speak in the morning. Mentioned with “3M mountain” indicating a 3-month chart.
ON Semi: Big winner in July, up 12.4%.
Synopsys: Up 11% this month (July).
AMD: Up about 9.7% this month (july).
Marvell: Down 6.5% in July.
Qualcomm: Down 3% in July.
Micron: Down 2.5% in july.
Alibaba: U.S.-traded shares jumped 8% Tuesday after positive economic data from China.Stock is still down 21% from the March high. Carter Worth believes “downside looks limited, upside looks unlimited.”
Baidu: U.S.-listed shares where up about 8.7% Tuesday. Stock is 20% from the October high.
Weibo: Up 6% in the session. Stock is 16% from the high.
JD.com: Up 4%. Stock is off 33% from the October high.

Market & Sector Information:

Tech Sector: only S&P 500 sector in positive territory on Tuesday. Up 1.27% on Tuesday, hitting a new high. This is mostly due to Nvidia.
VanEck Semiconductor ETF (SMH): Up almost 2% tuesday. Up 13% in a month.
KraneShares CSI China internet ETF (KWEB): Up about 4% Tuesday. Down 9% from the previous mention (likely a recent high or start of a period).

Japan Market Information:

Elections: For the House of Councillors on Sunday.
Bond Yields: japan’s 10-year bond yield hit 1.59% on Tuesday (highest as 2008). Japan’s 30-year bond yield hit 3.21% (record high). Attributed to concerns about government spending and budget cuts.
iShares MSCI Japan ETF (EWJ): Down 5% from the late June high. Down 4.4% so far in July.CNBC Programming:

“Squawk Box”: Full coverage of big bank reports Wednesday morning, starting at 6 a.m. ET with Becky Swift,

July 16, 2025 0 comments