Economy

How AI is reshaping the economy — productivity, labor markets, growth and policy, read through hard data and serious analysis.

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Monday, October 19, 2026 · 59 stories

AI investment is holding up global growth, but debt and inflation are making the buildout harder to finance.

The AI buildout has become large enough to support growth and raise prices at the same time. Its next constraint is not enthusiasm or chip supply alone, but whether heavily indebted builders can finance data centers before revenue catches up.

Latest stories

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Global economy set for AI-driven surge, FT survey suggestsPaywalled

BoE’s Bailey tells G30 they ‘have got to address’ AI agent concernsPaywalled

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Wall Street Anxiety Spreads as AI Rout Meets $110 Oil ShockPaywalled

Why Tech’s AI Borrowing Binge Is Rattling MarketsPaywalled

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Malaysia’s Growth Tops Forecasts as AI Boom Drives Export SurgePaywalled

Wall Street’s AI wobblesPaywalled

Indian Software Stocks Set to Beat AI Peers by Most in DecadesPaywalled

Risk of an AI crunch for stock markets is risingPaywalled

India Stocks Set to Beat Asia by Most In Over a Year on AI RoutPaywalled

IMF Sees Asia’s Growth Slowing Despite AI-Fueled ResiliencePaywalled

Chip Rout Deepens as Rate Fears Collide With AI Funding WoesPaywalled

S&P 500 Ends Longest Streak of Calm Since 2020 as AI Trade SinksPaywalled

US chip stocks slide as inflation and AI debt fears unsettle investorsPaywalled

China’s exports surge 36% as AI-related shipments boomPaywalled

Indian IT Stocks Set for Best Day in 17 Months On AI SelloffPaywalled

ECB’s Lane Says Boom in AI Is Tightening Financing ConditionsPaywalled

Fed's Waller says higher U.S. yields could cool global demandPaywalled

Cracks Grow Across the AI Trade as Memory-Chip Stocks TumblePaywalled

AI Selloff Drags Emerging Stocks Down, Weighs on Currency GaugePaywalled

BofA Poll Shows Investors Most Exposed to Tech Stocks Since 2020Paywalled

Copper and Aluminum Drop as AI Selloff Saps Appetite for RiskPaywalled

Once-Hot AI Trade Leaves Korean Stocks Struggling for BuyersPaywalled

The world of one trade — AIPaywalled

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Tech Stocks to Fall as OpenAI Sinks US Chipmakers: Markets WrapPaywalled

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Robert Rubin Warns AI Boom Carries Risks for US Economy, MarketsPaywalled

Novogratz Says AI Is in a Bubble, and Investors Should Pile inPaywalled

AI Drives Global Goods Trade Facing Trump Tariffs, War HeadwindsPaywalled

World Faces Risk Cocktail From AI, Oil and Debt, Says IMF ChiefPaywalled

BOJ’s Deputy Chief Flags AI’s Possible Impact on Neutral RatePaywalled

Wall Street’s AI Party Is on Edge as Soaring Yields Raise RisksPaywalled

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Pimco’s Stracke Says AI Spending Drove Yields, Not InflationPaywalled

KKR warns of growing credit market risks from AI borrowing spreePaywalled

AI debt surge raises risk of sharp market correction, warns Bank of EnglandPaywalled

China’s exports jump 25% in August in boost from AI build-outPaywalled