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This article centers on concerns that sustained high interest rates and elevated capital costs could derail AI infrastructure spending (capex), potentially stalling the current buildout. The analysis highlights specific risks to the financial viability of large-scale AI projects rather than discussing general economic trends or unrelated tech sectors. Consequently, the primary subject matter is the intersection of macroeconomic policy and AI investment capacity.

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Suddenly, Wall Street is worried that the U.S. economy is more ‘vulnerable’ than it looks

Fortune15 octombrie 20264 min de cititArticolul și perspectiva sunt în engleză.

The stock market is up 13% this year, unemployment is low, and U.S. GDP is growing, but suddenly it seems like Wall Street thinks this glass is half-empty rather than half-full.

Bespoke Investment Group spotted something it did not like in the most recent National Federation of Independent Business survey this week: That small businesses increasingly report their “number one problem” is poor sales. Of all the options in the survey, “the one problem that you don’t want to be your #1 problem is poor sales,” the asset manager says. “During prior economic contractions, we’ve seen this reading for poor sales tick sharply higher. As shown below, while…

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