What Happens If the AI Rally Loses Momentum?

Adam Slater, Lead Economist, Oxford Economics

08-Oct-25 07:45

What Happens If the AI Rally Loses Momentum?

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The tech sector has been the main engine of recent U.S. growth, but a downturn could quickly rattle markets as tech stocks now account for around 40% of the S&P 500. Adam Slater, Lead Economist at Oxford Economics, explains how severely U.S. growth could be hit if the tech sector falters and whether the impact could rival the 2000 dot-com crash.

Image Credit: Shutterstock.com

Produced by: Elaine Boey, Wong Shou Ning, Tun Hizami Hashim

Presented by: Elaine Boey, Shazana Mokhtar, Wong Shou Ning

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Categories: economy

Tags: tech stocks, ai, tech sector, tech rally, market,

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