The AI trade's profitability promise isn't showing up in non-tech sectors yet and the market is betting on speed.
The AI trade has been built on a powerful assumption: AI won’t just supercharge Big Tech earnings — it will eventually lift profitability across the entire economy. The problem, according to Apollo chief economist Torsten Slok, is that the second half of that equation isn’t showing up yet.
NVDA stock is moving. See the chart and price action here.
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