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The AI bubble is leaking air, some economists say. Should investors worry?

AI has fueled a stock boom in recent years. Now, some Wall Street analysts think that epic run is coming to an end.

  • AI stock market rally may be unwinding by 2027, predicts Capital Economics' John Higgins
  • AI firms' earnings growth projections outpace economic growth, suggests James Reilly
  • Goldman Sachs forecasts $1 trillion in global AI-related capital expenditures by 2026

Trump Is Afraid China Will Win the AI Race. What If China Can’t?

Beijing’s own rules forbid it from creating superintelligence, unless superintelligence has socialist characteristics.

  • President Trump fears China's AI supremacy, calling it a U.S. conspiracy.
  • China aims for AI integration by 2027 and 2030, with safety measures.
  • Chinese AI strategy includes safety frameworks and benchmarks tailored to values.

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