Monday, June 29, 2026

Potential Consequences of an AI Bust

AI Bust Risks Ripple Effects from Growth to Credit, BIS Says
https://finance.yahoo.com/economy/policy/articles/ai-bust-risks-ripple-effects-090000030.html
 
BIS Sees Peril for Economy, Financial System in AI Investment Boom
https://www.wsj.com/economy/bis-sees-peril-for-economy-financial-system-in-ai-investment-boom-326960fb
 
Trillion-Dollar Borrowing Binge Lifts the Stock Market to Risky Heights
https://www.wsj.com/finance/stocks/the-trillion-dollar-borrowing-binge-lifting-the-stock-market-to-risky-heights-8d0377f9
Leveraged funds and margin debt have grown to unprecedented levels this year. 

MY TAKE:
The AI bubble could be worse than the dot-com bust by Vivekanand Jayakumar, The Hill - 06/16/26
https://thehill.com/opinion/finance/5925202-tech-bubble-ai-driven-growth/