AI Inflation Crisis Could Derail 2026 Economic Boom

The love for AI could be a dangerous thing.
Global stock markets that surged to record highs on enthusiasm for AI and easier monetary policy may be overlooking a growing risk that could derail the rally: a renewed upswing in inflation driven in part by the technology investment boom itself.
U.S. stock indexes posted double-digit gains in 2025, with just seven major technology groups accounting for roughly half of total market earnings. Optimism surrounding AI adoption, combined with expectations