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Apollo economist warns AI profit gains outside tech could take "well beyond" what Wall Street expects

Apollo chief economist Torsten Slok sees no AI-driven margin gains outside tech. In regulated industries like healthcare, banking, or pharma, process overhauls and privacy rules could delay productivity boosts by years. If that takes five years instead of five months, many AI stocks face a painful repricing.

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Apollo economist warns AI profit gains outside tech could take "well beyond" what Wall Street expects

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domenica 5 luglio 2026·economictimes.indiatimes.com
AI capex cycle likely to end with market pushback, not spending cuts: Jefferies - The Economic Times
Global brokerage Jefferies suggests the AI investment boom might falter not due to tech giants cutting spending, but investor impatience for returns. A significant wealth transfer…
lunedì 6 luglio 2026·fortune.com
Top economist says AI just hasn’t delivered on the productivity hype—and it means a 'painful repricing' of markets is very possible |…

Apollo Chief Economist Torsten Slok warns there’s reason to be concerned about AI being unable to yet generate returns on investment.

Apollo economist warns AI profit gains outside tech could take "well beyond" what Wall Street expects

Confronto fonti

Apollo economist warns AI profit gains outside tech could take "well beyond" what Wall Street expects

Timeline cronologica

AI capex cycle likely to end with market pushback, not spending cuts: Jefferies - The Economic Times

Top economist says AI just hasn’t delivered on the productivity hype—and it means a 'painful repricing' of markets is very possible |…

Apollo's Torsten Slok warns AI spending isn't boosting profits outside Big Tech, raising repricing risk

Top economist says AI just hasn’t delivered on the productivity hype—and it means a 'painful repricing' of…

Nvidia, Alphabet May Have a 5-Year Problem — S&P 493 Margins Aren't Budging - Alphabet (NASDAQ:GOOGL), Al

AI capex cycle likely to end with market pushback, not spending cuts: Jefferies - The Economic Times

Apollo economist warns AI profit gains outside tech could take "well beyond" what Wall Street expects

Apollo's Torsten Slok warns AI spending isn't boosting profits outside Big Tech, raising repricing risk

Nvidia, Alphabet May Have a 5-Year Problem — S&P 493 Margins Aren't Budging - Alphabet (NASDAQ:GOOGL), Al

Apollo warns slower AI payoffs risk tipping the US economy into recession