Fitch: AI Bust Could Crash US Stocks 35%, Trigger Recession - State Street SPDR S&P 500 ETF Trust (ARCA:S - Benzinga
Why now
Thesis: Index returns heavily levered to AI capex continuation.
Catalyst to watch: AI capex slowdown or earnings misses.
Main risk: Broad equity drawdown and recession.
Why it matters
Same Fitch AI-bust warning; a reminder that index returns are heavily levered to AI capex continuation.
Sources
- googlenews · news.google.com · 2026-09-10 19:03 UTC