Wolfe Research: AI capex slowdown to 15% with 7% equity fall would cut GDP growth by ~60bp

Wolfe Research says if AI capex growth slows to 15% and equities fall 7%, GDP growth takes a roughly 60 basis point hit. A severe unwind, with AI investment contracting 10% and equities falling 25%, would subtract roughly 1.7 percentage points from GDP growth.

Detected & updated continuously · Source: Nebula