SPCX CEO Elon Musk Backs Cathie Wood’s Bullish AI Call: Real GDP Growth Could Blow Past 7%-8% - Benzinga
Why now
Thesis: Celebrity AI bulls amplify productivity narrative
Catalyst to watch: AI capex or productivity data
Main risk: Narrative could outrun actual earnings
Why it matters
High-profile AI bulls arguing for strong GDP growth reinforce the AI-productivity narrative supporting tech valuations.
Sources
- googlenews · news.google.com · 2026-09-24 08:22 UTC
- googlenews · news.google.com · 2026-09-24 08:22 UTC