TS Lombard scenario analysis: AI bubble burst could trigger a 30% plunge in the S&P 500 and $20 trillion in market value wiped outbut don't rush to short!

Zhito Finance APP has learned that in a scenario analysis released on Thursday, TS Lombard's Dario Perkins predicted that if AI capital expenditure collapses, U.S. stock market capitalization will evaporate by about $20 trillion, triggering $125 billion to $190 billion in credit losses and bringing about a mild recessionbut investors can protect themselves by diversifying into global equities and opportunistically buying bonds.