Full Port(@fullportshow):Apollo says AI has delivered zero payoff outside big tech. That's the question that kept gmoney from going heavy long Meta into earnings on Thursday's show: where's the ROI on all this capex? @gmoneynft @hunterorrell

2026.10.25 13:28

Apollo says AI has delivered zero payoff outside big tech. That's the question that kept gmoney from going heavy long Meta into earnings on Thursday's show: where's the ROI on all this capex? @gmoneynft @hunterorrell

*Walter Bloomberg@DeItaone

2026.10.25 10:23

APOLLO: AI HAS DELIVERED “ZERO PAYOFF” OUTSIDE BIG TECH Apollo Chief Economist Torsten Slok warns that massive AI spending has yet to deliver measurable productivity gains across corporate America. Revenue per worker and profit margins are rising for the Magnificent Seven but remain flat for the S&P 493. Meanwhile, Gartner estimates $3.5 trillion in AI infrastructure spending could face impairment risk by 2030. The key takeaway: AI investment is booming, but returns outside Big Tech remain elusive.