Fitch: AI Bust Could Crash US Stocks 35%, Trigger Recession - State Street SPDR S&P 500 ETF Trust (ARCA:S - benzinga.com
Why now
Thesis: AI-bust tail risk from capex unwind on indices.
Catalyst to watch: AI capex slowdown or earnings misses.
Main risk: Broad equity drawdown and recession.
Why it matters
Duplicate Fitch AI-bust scenario; underscores tail risk from AI capex unwind on broad equity indices.
Sources
- googlenews · news.google.com · 2026-09-10 19:03 UTC