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When AI's ‘inevitable slowdown’ comes it could tank the S&P 500 by up to 20%, Goldman Sachs says

Summary by Fortune
The looming danger, Goldman says, is when Amazon, Alphabet, Amazon, Meta, Microsoft, and Oracle decide to reduce their capex.

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FortuneFortune
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When AI's ‘inevitable slowdown’ comes it could tank the S&P 500 by up to 20%, Goldman Sachs says

The looming danger, Goldman says, is when Amazon, Alphabet, Amazon, Meta, Microsoft, and Oracle decide to reduce their capex.

·New York, United States
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Fortune broke the news in New York, United States on Friday, September 5, 2025.
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