AI boom could end in nasty global recession
Why now
Thesis: AI bubble fears frame downside macro scenario
Catalyst to watch: AI capex guidance cuts or earnings misses
Main risk: Scenario is speculative, may not materialize
Why it matters
An AI-driven bust would hit capex, earnings, and valuations concentrated in tech, transmitting weakness across global risk assets.
Sources
- googlenews · news.google.com · 2026-09-25 06:00 UTC