Fitch avertizează că o corecție semnificativă se conturează în sectorul tehnologic, cu implicații pe scară largă

Fitch warns of a significant correction in the tech sector, driven by AI investments and geopolitical risks, impacting global credit. The agency highlights vulnerabilities linked to high stock prices and ongoing uncertainties from U.S.-Iran tensions. AI's boom is closely tied to economic growth, raising concerns about a potential massive asset sell-off. Fitch notes that the S&P 500's CAPE ratio is nearing dot-com bubble levels, with corporate bond issuances rising significantly. The report also identifies geopolitical risks and climate phenomena like El Niño as emerging threats to credit quality, particularly for highly indebted nations.