All-In On AI: What Happens If the Bubble Pops In 2026? - SPDR S&P 500 (ARCA:SPY)
Apollo Global Management Inc.'s (NYSE:APO) 2026 outlook, spearheaded by chief economist Torsten Slok, gives a sharp warning: the U.S. economy has become dangerously reliant on a single engine of growth—artificial intelligence.The SPY is up 18% on the year. See the chart and details here. As 2026 approaches, the S&P 500 has transformed into a concentrated bet. If the AI bubble were to pop, the fallout would likely cause widespread economic damage due to what Slok calls a “single point of failure.”Read Next: ...