AI’S DAY OF RECKONING: ARE YOU PREPARED FOR BOTH THE BULLISH AND BEARISH SCENARIOS?
By Nigam Arora
Artificial intelligence could become the biggest technological revolution of our lives.
It could also produce one of the most consequential market corrections investors have experienced in decades.
In his latest Schwab Network interview, Nigam Arora examines the debt, valuations, interest-rate risk and money flows surrounding the AI trade. He explains why the stock market could face a 30% to 50% decline if AI investments fail to produce the returns investors now expect.
The long-term opportunity may be tremendous. The difficult part is getting from here to there.
A Strategically Bullish View Does Not Require a Tactically Bullish Position
Investors need to separate the strategic decision from the tactical decision.… Please click here or the title below to read more.
September 2, 2026