The AI boom likely stopped a recession, top economist David Rosenberg says0

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• August 11, 2026

The AI boom is soaking up investor cash, staving off a recession, and showing signs of faltering, David Rosenberg says. AI is “sapping the momentum out of the rest of business capital spending,” the veteran economist said during the latest episode of the “Excess Returns” podcast. Rosenberg estimated that 50% of all corporate investment is