Fitch Ratings Says Emerging Threats To AI Capex Boom, Geopolitical Risks In Middle East, Tightened Funding Point To Heightened Risk Environment Into 2027; Material Reassessment Of Long-Term AI Monetization Prospects Could Result In Reduction In Capex, With Implications Across AI Value Chain; If Oil Supplies Through Hormuz Strait Continue To Be Hampered Beyond 1Q27, Then Higher Oil Price Scenario Than Our Base Case Would Materialize

Benzinga · 3d ago

https://www.fitchratings.com/research/banks/ai-market-volatility-risks-grow-heading-into-2027-28-10-2026