AI has carried the stock market. An industry pause could pull the rug out, warns this Wall Street giant.

Citigroup stated that a slowdown in artificial intelligence model development could lead to earnings revisions, which the bank identified as a key factor in stock market gains during 2026. The bank did not specify a timeline for when such a slowdown might occur or provide projections for potential market impact. Citigroup's warning was made in the context of ongoing investor focus on AI sector performance.

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