Why a Crack in the AI Boom Could Trigger a Recession
Why a Crack in the AI Boom Could Trigger a Recession
Ajay Rajadhyaksha, global chairman of research at Barclays, joins WSJ’s Take On the Week to discuss whether the AI boom is shielding the U.S. economy from a recession. Rajadhyaksha explains how the massive wave of AI capital spending acts as a stimulus to drive growth, and why the technology's impact on the labor market is currently showing up as wage pressure and frozen hiring rather than mass layoffs. Plus, he details why investors should look to markets like Japan and Korea for the next wave of AI winners. Photo: WSJ
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WSJ's Take On the Week
WSJ's Take On the Week brings you the insights and analysis you need to get a leg up on the world of money and investing. We cut through the noise and dive into markets, the economy and finance. Join The Wall Street Journal's Telis Demos and Gunjan Banerji in conversation with the people closest to the hot topics in markets to get incisive analysis on the big trades, key players in finance and business news. The duo will bring actionable insights to a range of investors and business leaders while also entertaining a broader audience with lively, relatable conversations. Episodes drop Sundays.
