Apollo's Torsten Sløk: There's no evidence AI is lifting margins outside tech | Sozzi Unleashed
Why now
Thesis: Apollo economist says AI margin gains confined to tech
Catalyst to watch: Broader earnings data on AI margins
Main risk: Broad-market earnings optimism overstated
Why it matters
Apollo economist argues AI margin gains are confined to tech, undercutting broad-market earnings optimism.
Details
Torsten Sløk, partner and chief economist at Apollo Global Management, tells Brian Sozzi the AI payoff has not reached the rest of the market: "We gotta see higher profit margins outside the tech sector. We gotta see higher EBITDA outside the tech sector and that's just not happening yet." He also
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- youtube · 2026-09-22 15:30 UTC