People · Mohamed El-Erian · Artificial Intelligence
What Mohamed El-Erian has said about artificial intelligence
Mohamed El-Erian, chief economic adviser at Allianz and president of Queens’ College, Cambridge. 4 statements from October 18, 2026 to November 6, 2026, each quoted word for word from the original and checked before publication. Newest first.
- November 6, 2026 · on X
“Good morning. The broader market impact of yesterday’s selloff in the NASDAQ, the largest since March 2020, is a reminder of how much is levered on the AI trade -- for both good reasons (productivity promise, investment scale, IPO prospects, etc.) and less good (circular/interdependent financing, excessive leverage, etc.). Looking ahead, the key lies in stabilizing market effects AND minimizing adverse financial spillovers to the real economy. While some analysts have rushed to mark down 2027 growth forecasts, I…”
Mohamed El-Erian Warns of AI Trade Use After NASDAQ Selloff →
- October 31, 2026 · on X
“From the WSJ, and further to earlier posts: 'For years, the companies behind America’s artificial-intelligence boom have raised hundreds of billions of dollars with ease. Wall Street eagerly ponied up capital and asked few questions. Now, the balance of power is shifting. Lenders and investors are getting choosier about where to place their bets and are demanding tougher terms, signaling a new phase in the AI build-out.' #economy #tech #ai @WSJ #ArtificialIntelligence #markets”
Mohamed El-Erian Reports Shift in AI Funding Market Dynamics →
- October 26, 2026 · on X
“Good morning. Alongside this week's crowded calendar of economic data, corporate earnings, and policy announcements, more attention is shifting toward widening dispersion within certain AI segments. #economy #markets #tech #ai #ArtificialIntelligence”
- October 18, 2026 · on X
“From the @FT: 'Cracks are appearing in America’s debt-laden $10tn AI infrastructure boom as project delays, public backlash and shaky investor confidence bring a reckoning for the data centre build-out underpinning the US economy.' IMO, what makes all these issues even more interesting is that no matter how they evolve, there are significant economic, financial, social, and geopolitical implications #economy #markets #tech #ai”
Mohamed El-Erian Warns of Cracks in AI Infrastructure Boom →
Statements are reported from Mohamed El-Erian’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: Mohamed El-Erian. The beat: Artificial Intelligence.