← Back to PeopleJGOtherJonas GoltermannChief markets economist at Capital EconomicsLinkedInChief markets economist at Capital Economics1Mentions1Articles1OutletsCompanies CoveredAI Now1Alphabet1Amazon1Capital Economics1CBS News1Gartner1Goldman Sachs1Oracle1Pew Research1Vanguard1Yardeni Research1ArticlesMost recent firstMentioned InReferenced in coverageBig Tech is spending trillions on AI. Investors now want proof it will pay off.CBS NewscautiousAug 9, 2026“Economist predicting the rally in AI-related equities is winding down with potential sharp drops in 2027.”