The market is likely to broaden out in 2026, says Citi's Rob Rowe
CNBC Televisionยท2025-08-18 15:51
Rob Row who joins us now. Um there was an interesting chart that caught my eye from Apollo this morning on this whole AI theme which showed that historically private consumption has represented about 70% of GDP growth. And in 2025 there's been this inflection point where now it's the AI spending contributed to the same amount as private consumption for that GDP growth.And I'm just curious, you know, what you think that means and kind of what that says about the stability of where GDP is right now. Well, I t ...