How Vulnerable Are US Financial Markets?
https://www.project-syndicate.org/commentary/hidden-dangers-behind-debt-fueled-ai-driven-us-stock-market-rally-by-dambisa-moyo-2026-07
Fueled by more than $1 trillion in borrowed money and rising leverage across the financial system, US stock markets may have entered bubble territory. Two developments could trigger a sharp correction: higher interest rates and a loss of confidence in the handful of tech giants driving the AI boom.
https://www.project-syndicate.org/commentary/hidden-dangers-behind-debt-fueled-ai-driven-us-stock-market-rally-by-dambisa-moyo-2026-07
Fueled by more than $1 trillion in borrowed money and rising leverage across the financial system, US stock markets may have entered bubble territory. Two developments could trigger a sharp correction: higher interest rates and a loss of confidence in the handful of tech giants driving the AI boom.
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/
https://thehill.com/opinion/finance/5925202-tech-bubble-ai-driven-growth/