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The AI Hangover and Oracle's Collapse: The Market Seeks New Stimuli (and Substance) for 2026 - Economic Scenarios
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The AI Hangover and Oracle's Collapse: The Market Seeks New Stimuli (and Substance) for 2026 - Economic Scenarios
Stock markets appear to have woken up with a slight headache after the celebrations for the Federal Reserve. Despite Jerome Powell delivering his third consecutive rate cut, boasting about the strength of the US economy, the indices have decided to pause for reflection. The S&P 500 dropped 0.7%, while the Nasdaq 100, the tech hub, slipped 1.4%. But what exactly is going on? It seems the AI hangover is starting to take its toll, or at least inv…
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