AI Delivers for the Economy but May Disappoint Stock Investors in 2026

The AI boom likely stopped a recession, top economist David Rosenberg says

Economist David Rosenberg called the dot-com and housing bubbles.Rosenberg ResearchAI is crowding out other sectors, shoring up the economy, and showing cracks, David Rosenberg says.The Rosenberg Research president said the US would likely be in a recession without the AI uplift.Rosenberg said credit markets are signaling trouble through financing costs and widening spreads.The AI boom is soaking up investor cash, staving off a recession, and sh…

US Economy 'Would Be in a Recession' Without AI Data Centres, Columbia Economist Warns

Without the hundreds of billions of dollars pouring into AI data centres, equivalent to more than £200 billion at current exchange rates, America would already be in a downturn. That is the stark warning from a Columbia Business School economist whose research has rippled through financial markets this month. Stijn Van Nieuwerburgh, a real estate and finance professor at Columbia, argues that AI infrastructure spending has become the single bigg…

AI Delivers for the Economy but May Disappoint Stock Investors in 2026

Mark Zandi has watched markets detach from reality before. The chief economist at Moody’s Analytics sees it happening again. This time artificial intelligence drives the split. Stocks tied to the technology soared in recent years. Yet the broader economy shows cracks that enthusiasm for silicon and servers cannot fully paper over. Zandi laid out the risks in a detailed report released earlier this year. He and his team modeled four paths for how…

The economist who thinks AI could double South Africa's growth rate

Three forecasts about what AI could mean for South Africa's economic growth show a very wide gap between them.

Will AI Data Centers Overwhelm the US Power Grid?

AI power demand is surging, but the grid problem emerging in US data is more local and complicated than a nationwide electricity shortage. The post Will AI Data Centers Overwhelm the Power Grid? What US Grid Data Shows appeared first on TechRepublic.