---
title: "Fitch warns AI market correction emerging as major global credit risk"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294052983.md"
description: "Fitch warns that the AI boom and potential market correction pose major global credit risks, citing valuations near dotcom-era levels and massive corporate spending. Other key threats include U.S.-Iran conflict disrupting Hormuz, a strong El Niño causing inflationary pressures, and vulnerabilities for junk-rated countries due to commodity price spikes."
datetime: "2026-07-28T10:56:21.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294052983.md)
  - [en](https://longbridge.com/en/news/294052983.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294052983.md)
---

# Fitch warns AI market correction emerging as major global credit risk

By Marc Jones LONDON, July 28 (Reuters) - The AI boom and the risk of a correction are emerging as major global credit risks, ratings agency Fitch has warned, adding to growing concerns that soaring tech valuations and unprecedented AI spending may be running ahead of uncertain future returns. In its third-quarter Global Risk Outlook, Fitch said the credit backdrop remains dominated by two

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