Here's the 'core economic flaw' in the AI bull case as stock and bond trades unravel

· fortune.com

"So far, the AI payoff for firms has been slow to materialize, implying a growing reluctance to pay for AI services."

Apollo Chief Economic Torsten Slok was on a warpath this past week, issuing a series of warnings about the AI boom as Wall Street retreated from the sector.

On...


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