The development of AI technology is the stock market issue of 2026, 2027, 2028, and likely beyond. AI has created trillions in stock market value, and set off an epic arms race among technology giants looking to dominate the space.
It’s also stoked fear of a bubble that threatens to take down stocks and the U.S. economy. A Barron’s analysis recently suggested that the U.S. economy can handle spending 25% of economic output before a new-technology bubble pops. That’s roughly $7.5 trillion, a threshold that won’t be reached for years.