The AI bubble won’t just take down the stock market, will hammer U.S. economy, too.
BARRON’S
Research from Egelhof’s economics team shows that AI related investments contributed roughly a quarter of the total gross domestic product (GDP) growth through the first two quarters of 2025.
BNP Paribas’ economists note it’s normal for investment in any potential game-changing technology to contribute substantially to GDP. But the concentration risk feels more significant when considering how reliant the stock market rally has become on the AI boom.
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