AI Confidence Central to U.S. Credit Outlook as Divergence Deepens

The U.S. credit outlook is increasingly levered to AI investment confidence, while consumer-facing sectors and private credit markets face mounting headwinds, says Fitch Ratings. AI investment has become a defining driver of the U.S. economy and capital markets. IT capital spending rose 18% yoy in 1Q26 and directly contributed 1.4 pp to GDP growth. Increasingly ...

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