How the AI spending boom will shape 2026

This episode explores the third pillar of our 2026 market outlook: the transformative AI supercycle. Ashish Utarid, Assistant Vice-President, Investment Strategy at IG Wealth Management, unpacks how disciplined, cash-flow-backed investments in artificial intelligence infrastructure are reshaping economic growth, enhancing productivity and driving the next phase of expansion. He says today’s AI investing cycle is fundamentally different from prior tech booms, and explores what this means for the markets and broader economy.