The market's favorite AI trades may already be priced for perfection. A quieter corner of the AI boom is generating real cash flows. Dividend growth investors may be looking in all the wrong places.

Diversified Trust Co increased its position in Apollo Global Management Inc. (NYSE: APO) by 2,649.9% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 42,238 shares of the financial services provider's stock after buying an additional 40,702 shares

Permanent Capital Management LP acquired a new stake in shares of Apollo Global Management Inc. (NYSE: APO) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 3,484 shares of the financial services provider's stock, valued at approximately $464,000.

If the AI bubble were to pop, the fallout would likely cause widespread damage due to what Apollo Global calls a "single point of failure."

Torsten Slok, chief economist at Apollo Global Management, joins ‘Squawk on the Street' to discuss market trends, how the ‘big beautiful bill' is helping the economy, and more.

Ares Management (NYSE: ARES) projects the private credit market may be poised for even greater gains heading into 2026, thanks to diversified deal activity, expanded investor participation, and a broader role in corporate finance, according to its latest Private Credit Outlook 2026 report.

Representative Dwight Evans (D-Pennsylvania) recently sold shares of American Water Works Company, Inc. (NYSE: AWK). In a filing disclosed on December 19th, the Representative disclosed that they had sold between $1,001 and $15,000 in American Water Works stock on November 21st. The trade occurred in the Representative's "PERSHING LLC" account. Representative Dwight Evans also recently made

Representative Dwight Evans (D-Pennsylvania) recently sold shares of Apollo Global Management Inc. (NYSE: APO). In a filing disclosed on December 19th, the Representative disclosed that they had sold between $1,001 and $15,000 in Apollo Global Management stock on November 21st. The trade occurred in the Representative's "PERSHING LLC" account. Representative Dwight Evans also recently made the

Representative Dwight Evans (D-Pennsylvania) recently sold shares of Microsoft Corporation (NASDAQ: MSFT). In a filing disclosed on December 19th, the Representative disclosed that they had sold between $1,001 and $15,000 in Microsoft stock on November 21st. The trade occurred in the Representative's "PERSHING LLC" account. Representative Dwight Evans also recently made the following trade(s): Purchased $1,001

Representative Dwight Evans (D-Pennsylvania) recently bought shares of NVIDIA Corporation (NASDAQ: NVDA). In a filing disclosed on December 19th, the Representative disclosed that they had bought between $1,001 and $15,000 in NVIDIA stock on November 21st. The trade occurred in the Representative's "PERSHING LLC" account. Representative Dwight Evans also recently made the following trade(s): Sold $1,001