US economy 'quite dependent' on AI growth, says strategist

MetLife Investment Management strategist Tani Fukui said the US economy is quite dependent on AI as a growth engine. Oil's rebound weighed on stocks and bonds, and AI-linked shares sold off ahead of the Fed's rate decision.

• Markets look to Big Tech for evidence of AI payoff2026-10-25
• Dudley sees Fed holding in October, hike in December2026-10-23
• Fed's Waller on Monetary Policy in the Age of AI2026-10-13
• Ray Dalio Warns AI Bubble Could Pop as Rates Rise2026-10-12
• AI Markups Distort S&P Earnings Power, Larry McDonald Says2026-10-12