Can a domino effect happen between AI slowing down and the end of the carry trade?

Firstly i want to clarify: i do not mean a collapse, AI is not going away. I am talking about a market adjustment. $$V = \sum_t=1^n \fracCF_t(1+r)^t$$ CF is the expected cash flow in year t, meaning the cash the company is expected to generate that year. r is the discount rate and t is the time horizon. If r increases (i.e., interest rates rise), the discount factor (1+r)^t grows exponentially over time t, reducing the present value of any future cash flow. This primarily hits industria

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