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Capital Economics says AI bubble may begin bursting in 2027

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  • Capital Economics analysts warned that the AI stock boom shows signs of entering a late stage.
  • Goldman Sachs projects $1 trillion in global AI spending for 2026, including $581 billion in the U.S.
  • Capital Economics expects the AI bubble to begin bursting in 2027 and forecasts an S&P 500 correction next year.
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