Apollo's Mark Rowan flags AI debt mispricing: $40-60B caps paying 16-18%
abhiadesai · x · 2026-11-03
Apollo's Mark Rowan called out apparent mispricing in AI company debt: firms with $40-60B market caps are paying 16-18% interest rates. "One of those things is wrong," he said, implying markets are mispricing either AI valuations or their credit risk.