S&P 500 is expected to reach fresh highs this year — but Barclays warns of risks
THE SO WHAT
Equity strategists flagging AI-driven capital-supply strain and macro volatility means the AI buildout is now a macro risk factor, not just a tech story. If you’re timing large raises or capex-heavy AI projects, align them with this risk window—financing terms could tighten quickly if volatility spikes or AI enthusiasm cools.
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