Torsten Slok says weak margins outside Big Tech pose a risk to AI-driven valuations Bloomberg Technology 07-07 22:48
Apollo economist Torsten Slok says profit margins outside the Magnificent 7 need to rise Bloomberg Technology 07-07 22:31
APOLLO WARNS AI DEBT MAY CROWD OUT TREASURYS Apollo Chief Economist Torsten Slok says massive debt issuance by AI hyperscalers is diverting investor demand away from U.S. Treasurys and other credit markets. He questioned who will absorb roughly $700 billion of new AI-related bond issuance, warning it could crowd out other fixed-income investments. *Walter Bloomberg (@DeItaone) / Twitter 06-30 21:51