Technically there isn't a recession but, if you split by sectors, you see that all sectors not related to the AI investment boom are in the red. The question is

Technically there isn't a recession but, if you split by sectors, you see that all sectors not related to the AI investment boom are in the red. The question is: is it a natural consequence of investment shift to better technologies or a real problem that is temporarily hidden by an AI bubble ? (https://fortune.com/img-assets/wp-content/uploads/2025/12/Screenshot-2025-12-23-at-104046.png?format=webp&w=768&q=100 https://fortune.com/img-assets/wp-content/uploads/2025/12/Sc...)