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Benzinga
Benzinga
Business
Erica Kollmann

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

Torsten Slok Economy Nasdaq NVDA
Financial,Technology,Investment,,Hands,Count,Cash,Near,Ai,Processor,Symbol,

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.

The problem, according to Apollo chief economist Torsten Slok, is that the second half of that equation isn’t showing up yet.

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