AI's Fragile Backbone: Why a Supply-Chain Hiccup Could Topple 2026 Markets
TL;DR Summary
Market strategist Scott Helfstein of Global X warns that a small disruption in the AI supply chain—centered on semiconductors concentrated in Taiwan (TSMC) and critical EUV equipment from ASML—could disproportionately unsettle market expectations in 2026, alongside concerns about Fed credibility, elevated trade tensions, energy geopolitics, and domestic policy brinkmanship.
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