Wall Street Strategists Flag AI Uncertainty and Iran War Risks as Market Headwinds

Wall Street strategists are flagging multiple headwinds facing stocks, including uncertainty around artificial intelligence and geopolitical risks in Iran.
Analysts are questioning whether AI spending can offset weakness in consumer spending, which may already be showing signs of strain. "Consumption, when that starts getting hit, which might already be happening, can AI spending compensate for that?" according to market commentary on the topic.