As reported by Coindesk, Bank of America’s 2026 market outlook highlights strong global growth driven by AI investment, with U.S. GDP projected to grow 2.4% and China’s growth expected to exceed forecasts. The bank warns, however, that volatility may rise as the full economic impact of AI becomes clearer. AI-related capital spending is already boosting GDP, and the report suggests a potential new investment cycle. Bitcoin miners have also benefited from the AI boom in 2025, with firms like IREN, Cipher Mining, and TeraWulf seeing significant stock gains. The report notes that the shift toward capital expenditure and infrastructure could extend into digital infrastructure and blockchain. However, BofA cautions that a two-speed economy, where some sectors advance rapidly while others lag, could create market turbulence.
BofA Predicts AI Investment to Drive Global Growth Through 2026
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