Economists and market observers warn that the U.S. economy’s dependence on tech investment, especially AI infrastructure, makes it vulnerable to downturns that could nearly stall growth and trigger wider global impact. Oxford Economics projects U.S. GDP growth could drop below 1% in 2026 without tech investment, posing recession risks. Meanwhile, investors show anxiety as gold approaches record highs above $4,000 per ounce, signaling concerns about economic stability amidst the federal shutdown and inflation fears. Leading economists and hedge fund managers caution about a market overheating with valuations reminiscent of previous bubbles, urging prudence amid an uncertain economic environment.