AI-driven inflation is 2026's most overlooked risk, investors say
Reuters·2026-01-05 06:02

Core Viewpoint - Global stock markets are experiencing a surge due to AI enthusiasm, but there is a significant risk of rising inflation that could undermine this growth [1] Group 1: Market Dynamics - The current market rally is largely driven by investments in technology, particularly in artificial intelligence [1] - The tech investment boom is contributing to inflationary pressures, which may not be fully accounted for by investors [1] Group 2: Economic Implications - A surge in inflation could pose a threat to the sustainability of the current stock market highs [1] - Investors may need to reassess their strategies in light of potential inflationary trends stemming from the tech sector [1]