AI Is Booming, but Consumer Spending Is Slowing. Which Will Prevail in the Stock Market?
Briefly

You're seeing all these indications that the consumer is weakening. It has big implications for the economy, the markets, for everything. - Bryant VanCronkhite, Allspring Global Investments
The question is whether that is masking deterioration in cyclical parts of the market, particularly regarding the consumer...if this weakness persists or broadens into the summer, it likely will be hard for the broad market to ignore. - Jonathan Krinsky, BTIG
It's pretty unequivocal that we are seeing strain and stress. What [companies] are seeing now that they didn't see last quarter is that even higher-end consumers are trading down. - Katie Nixon, Northern Trust
Read at Morningstar, Inc.
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