{
  "id": 17639752,
  "title": "A Wall Street Firm Modeled Out an AI Crash: S&P 500 Down 30%, $20 Trillion Gone. But Here's What Happens Next",
  "url": "https://urgent.news/2026/11/01/a-wall-street-firm-modeled-out-an-ai-crash-s-p-500-down-30-20",
  "topic": "ai",
  "section": "AI",
  "published": "2026-11-01T16:20:27.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/11/01/a-wall-street-firm-modeled-out-an-ai-crash-s-and-p-500-down-30-usd20-trillion-gone-but-here-s-what-happens-next/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "In a recent report, TS Lombard's Dario Perkins models a potential AI investment crash scenario. The breakdown: U.S. stocks could drop by 30%, wiping out around $20 trillion in market value, though the firm's advice is to maintain normal risk levels through diversified global stocks. CoreWeave's stock has dropped 35% this month amid concerns about an AI slowdown and weak balance sheets. The report suggests holding bonds only once signs of fragility emerge, with the firm estimating AI-related debt losses at $125 billion to $190 billion. The AI boom is expected to end by early 2028, but the exact timing remains uncertain. Non-U.S. stocks are anticipated to outperform, and long-term interest rates could fall. The report advises that a diversified spread of global stocks should perform well if the boom continues, while a concentrated bet could fall if the AI boom breaks.",
  "summary": "Tech stocks just finished their worst month since March 2025, so what could a full AI crash actually look like?",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "A Wall Street Firm Modeled Out an AI Crash: S&P 500 Down 30%, $20 Trillion Gone. But Here's What Happens Next",
        "url": "https://urgent.news/2026/11/01/a-wall-street-firm-modeled-out-an-ai-crash-s-p-500-down-30-20-17640547",
        "published": "2026-11-01T16:40:27.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}