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Debunking the ‘Tina’ doctrine: Nomura warns AI-driven rally masks US vulnerabilities

This story is from 2026-09-04. It is preserved in the archive; the latest stories are on the live feed.

The artificial intelligence boom has signalled growing risks in the US economy and capital markets, with a setback in the technology rally potentially triggering a sharp correction in US assets and weakening the dollar, according to a Nomura report. “The AI boom has masked a rising US risk premium,…

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  1. 2026-09-04 04:00 · South China Morning Post Tech
    Debunking the ‘Tina’ doctrine: Nomura warns AI-driven rally masks US vulnerabilities

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