Michael Burry warned Friday that the AI data center boom mirrors the structural excesses preceding the 2008 financial crisis, citing circular financing, off-balance-sheet vehicles, and captive insurer…
Apollo Capital chief economist Torsten Slok noted that while chipmakers and energy providers profit from AI, the AI companies themselves are losing money, threatening the industry's sustainability. Ch…
Apollo chief economist Torsten Slok said the AI ecosystem could support more than $2 trillion in debt, but investment-grade bond markets may absorb less than $1 trillion through 2030 due to concentrat…
Leopold Aschenbrenner, a 24-year-old German AI researcher and hedge fund manager, lost approximately $35 billion of investors' money in leveraged bets on AI infrastructure stocks during a July tech se…
AI spending now accounts for about one-third of US economic growth, with the data-center buildout rising faster than home construction during the mid-2000s boom, according to Apollo chief economist To…
A chart from Apollo's Torsten Slok shows an inverted AI margin chain, with silicon and equipment suppliers earning 41% operating margins while models and applications lose 59%, indicating that AI prof…
Michael Burry, the investor famous for betting against the housing market, warned that the stock market could be near a major top and may experience a '1987-type fall,' as the S&P 500 hit record highs…
Apollo Chief Economist Torsten Slok warned that AI industry profits are currently funded by investors rather than earned from customers, with the most profitable segment—silicon and equipment—earning …
Thirty-year Treasury yields have climbed to their highest levels in two decades as investors dump U.S. Treasuries, driven by inflation, fiscal deficits, and a surge in AI-related corporate debt, accor…
Goldman Sachs chief global equity strategist Peter Oppenheimer conceded in a Monday note that while there is no valuation bubble, there may be an earnings bubble in the technology sector, and Apollo c…
Nearly a third of workers admit to sabotaging their company's AI, according to a June 2026 survey by Software Finder, as new research from Apollo Global Management shows AI is cutting wages rather tha…
Anthropic's head of economics Peter McCrory published an X essay arguing AI has caused no material rise in US unemployment, directly contradicting CEO Dario Amodei's warnings of a white-collar bloodba…
Elon Musk's SpaceX projects a $28.5 trillion total addressable market for AI enterprise applications, nearly 70% of U.S. Q1 2026 nominal GDP of $32 trillion, but evidence suggests the AI bubble is def…
Sequoia partner David Cahn estimates the AI industry must earn $3 trillion to justify $1.5 trillion in infrastructure spending by 2026, while Apollo economist Torsten Slok warns that a slower payoff c…
Deutsche Bank economist Jim Reid said AI-driven productivity gains are years away and warned that if the technology fails to deliver, it could worsen unsustainable global debt levels. Reid noted that …
Apollo Global Management chief economist Torsten Slok warned that massive AI spending is not boosting profits for non-tech companies, creating a risk of a painful repricing of Big Tech valuations. Pro…
Apollo chief economist Torsten Slok warned that AI-driven profit gains in regulated industries like healthcare, banking, and pharma could take years longer than Wall Street expects, potentially leadin…
The Bank for International Settlements warned in its annual report that the $1 trillion AI investment boom risks ending in a bust reminiscent of historical bubbles like the dot-com crash, as hyperscal…
Wolters Kluwer, a Dutch software company, argues that AI will not eliminate jobs due to the lump of labor fallacy and Jevons Paradox, but it explains why entry-level hiring is struggling as AI automat…
Stanford economist Erik Brynjolfsson's updated data from a partnership with ADP Research shows that employment for workers ages 22 to 25 in AI-exposed occupations continues to decline, with a 3.8% ann…