スペースX

February 9, 2026, 9:40 PM EST. Investors wrestled with AI-fueled volatility after Anthropic's Claude prompted a tech selloff, though Torsten Slok of Apollo Global Management argues the macro picture remains upbeat. In a Feb. 8 note, he said software wobble should not become a macro problem because the U.S. economy is about to take off. He cites three growth tailwinds: 1) AI-related capital expenditure is locked in, with data centers financed for 2026, and mega-cap tech firms earmarking hundreds of billions for 2026; 2) the reindustrialization push is reshoring semiconductors, drugs, and defense; 3) the government is keeping fiscal policy expansionary, with CBO data showing GDP lift of about 0.9 percentage points this year. The message: focus on the durable drivers, not fleeting software volatility.