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Nelson Advisors > HealthTech & MedTech Thought Leadership


The Asymmetry of Risk: Why Structural Healthcare Costs Eclipse the AI Bubble as the Primary Threat to the US Economy
As the United States economy navigates the tumultuous waters of 2026, the prevailing macroeconomic narrative is dominated by the volatility and valuation extremes of the artificial intelligence sector. With market capitalisation concentration in the "Magnificent Seven" reaching historic deviations from mean trends, and capital expenditure on data center infrastructure projected to hit trillions, market observers and economists alike warn of a correction analogous to the 2000
7 hours ago15 min read
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