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The Latest Breaking News from Torsten Slok

After blowing through its entire 2026 AI budget in months, Uber CTO says, ‘We’re coming to the end of the so-called tokenmaxxing era’

“You might expect costs to rise as adoption accelerates,” Praveen Neppalli Naga said. “We’ve seen the opposite.”

Fortune

Apollo's Torsten Slok Says AI Capex Boom Is Growing Nearly Twice as Fast as the Mid-2000s Housing Bubble

The expansion of artificial intelligence (AI) infrastructure is accelerating at an unprecedented rate. According to a recent analysis, data-center investment growth is “building at close to twice the pace” of the mid-2000s housing boom. This breakneck speed presents a severe macroeconomic threat if AI demand falters and triggers a sudden…

Benzinga

Ray Dalio on the AI bubble nearing 1929, 2000 levels and the lesson people always forget: 'wealth is not the same as money'

“You see a lot of people getting wealthy but you can’t spend the wealth,” the Bridgewater Associates founder told The Diary of a CEO.

Fortune

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Wall Street bulls are starting to admit the earnings bubble is real—and the 60/40 portfolio may be the first casualty

Goldman’s chief global equity strategist Peter Oppenheimer said, “There does not appear to be a valuation bubble, but there may be an earnings bubble.”

Fortune

Fed Chair Kevin Warsh talks a big game, but this market indicator will tell you if Wall Street trusts him after he caused a ‘credibility shock’

“The bottom line is that an important part of the Fed’s credibility is not just to say that it has certain goals but also to explain how it will achieve those goals.”

Fortune

Nearly a third of workers admit to sabotaging their company's AI—and smaller paychecks may explain why

As surveys document quiet resistance and outright sabotage, Apollo's Torsten Slok offers a theory: AI is compressing wages while leaving job counts intact.

Fortune

The $39 trillion U.S. national debt isn’t as high as Japan’s and Singapore’s relative to economy size—and yet it’s still worse somehow

“Japan’s debt dynamics are fundamentally different from those of the United States … Japan is the world’s largest creditor nation. The U.S. is the world’s largest debtor.”

Fortune

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AI Responsible For Half Of 2026 US Economic Growth, Creating Unprecedented Concentration Risk

AI spending is powering U.S. economic growth in 2026, but concentration across stocks, bonds and infrastructure is creating new risks for investors.

International Business Times

'Big Short' Investor Steve Eisman Says AI Has 'No Moats,' Which Is 'Not A Recipe For Longevity'

Steve Eisman, the investor made famous by “The Big Short,” warned this week that the artificial intelligence giants driving the stock market may lack the one thing that justifies their spending: a moat.

Benzinga

'We are driving in the fog': Hundreds of economists admit they're flying blind on AI

Will AI take your job, or is it a bunch of hype? We must act now to understand what's out there, over 200 economists and 16 Nobel laureates say.

Fortune

Nvidia, Alphabet May Have a 5-Year Problem — S&P 493 Margins Aren't Budging

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.

Benzinga

AI’s productivity gains are years away, but if it doesn’t deliver, it could make unsustainable debt levels even worse, Deutsche Bank economist says

Jim Reid was optimistic on AI’s ability to transform the economy, but suggested its benefits were not yet guaranteed.

Fortune

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.

Fortune

The Upside-Down Market: Why Small-Caps Are a Valuation Trap

Small-cap investing used to come with a caveat. Smaller companies were cheaper, scrappier, and more leveraged. They came with higher risks, but potentially higher rewards for investors who went down the rabbit hole and put in the work.

Benzinga

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Fortune

Gen Z graduates are blaming AI for their unemployment woes when they should be looking somewhere else

While AI companies sow anxiety around their technologies, there’s evidence elsewhere of different economic factors actually driving employment challenges.

Barchart

Just 23 Stocks Are Behind the S&P 500’s 10% Gain in 2026

A 10% gain in the year to date sounds like great news. Instead, it is a giant red flag for a bear market ahead.

Fortune

Tokens are getting cheaper, but companies are spending even more on AI as a result, top economist warns

Tokenmaxxing may be over, but experts still have concerns about ballooning AI spend.

Fortune

AI productivity gains are real but so is bad management: 'Leaders are really struggling to articulate what the vision and strategy is'

In the meantime, BCG's David Martin told Fotune, fear runs amok. "A sharing culture is incredibly important, but it's not natural for fearful employees.”

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Fortune

Scott Bessent says America's in a 'manufacturing renaissance' and Wall Street largely agrees. So where are the jobs?

He's not alone. Apollo Global Management Chief Economist Torsten Slok thinks we're living through an "industrial renaissance."

Fortune

New York Fed research is just one of many saying remote work is behind the real Gen Z hiring nightmare

Graduates are blaming AI for their employment woes, but the real culprit may be the pandemic’s most sought-after workplace perk

Fortune

A record number of 18-year-olds are set to graduate into an economy designed against them

It's the commencement season that Gen Z fought back as America hits peak 18 and peak data center at the same time.

Fortune

The AI boom hasn’t stopped U.S. companies from hiring cheap offshore labor, and overseas call center employment is still skyrocketing

“The technology that was supposed to shrink the industry is fueling its expansion,” said Apollo chief economist Torsten Slok.

Fortune

Microsoft AI chief gives it 18 months—for all white-collar work to be automated by AI

Mustafa Suleyman believes current AI computational power will only accelerate, disrupting every kind of work you do “sitting down at a computer.”

Fortune

Top economist says $39 trillion national debt leaves government worse prepared for recession than ever

The Fed’s hands would be tied in the case of a downturn.

Fortune

The China shock hollowed out factory towns. This professor thinks the AI shock is coming for your urban coffee shop

A new AI index maps out where in the U.S. the technology stands to hit hardest, echoing an economic trauma America is still recovering from.

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