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What Happens If the AI Rally Loses Momentum?

What Happens If the AI Rally Loses Momentum?

Morning Brief

October 7, 20259m 14s

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Show Notes

The tech sector has been the main engine of recent U.S. growth, but a downturn could quickly rattle markets as tech stocks now account for around 40% of the S&P 500. Adam Slater, Lead Economist at Oxford Economics, explains how severely U.S. growth could be hit if the tech sector falters and whether the impact could rival the 2000 dot-com crash.

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