News

No AI bubble? Cathie Wood says the real danger is a 2026 rate-hike shock and market pullback

Cathie Wood warns the real risk in 2026 is a rate-hike shock, not an AI bubble. She expects the Fed to shift from cuts to hikes as productivity rises. That turn could hit high-growth AI stocks hard. Debt-heavy companies face the most strain. Oracle stands out with soaring borrowing needs and rising credit stress. Meta, Alphabet, Amazon, and Microsoft also face pressure as refinancing costs climb.