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“America is now one big bet on AI … corporate America and global investors remain deeply optimistic due to the transformative promise of artificial intelligence … 40 % of U.S. GDP growth and 80 % of stock market gains.” Financial Times
Wall Street momentum continues — not on macro data or interest rate bets, but on a collective bet on artificial intelligence. Investors believe AI is the engine of future growth: in recent performance, AI-related sectors have driven a disproportionate share of GDP growth and stock gains. The rise of generative AI, autonomous systems, and machine learning infrastructure has given corporations new levers for efficiency and innovation, prompting heavy capital flows into technology. But this optimism also masks underlying fragilities — slowing immigration, mounting debt, and wage pressures. The reality: if AI loses its luster, markets may realize how dependent we’ve become on it.
Takeaway for consumers: Don’t chase every AI stock — focus on companies with durable competitive edges, recurring revenue, and alignment to AI ecosystems (chipmakers, cloud, software).
Credit & link: Originally from FT — “America is now one big bet on AI” Financial Times