What are the ramifications for the US AI market? The "Magnificent Seven" tech giants account for roughly 35% of the S&P 500 index. A domestic market correction is coming, it's only unsure how many trillions in equity value could get wiped out.
You've either prepared by hedging and/or previously rebalancing away from US equities and the S&P500, or you're going to experience a drawdown due to repricing towards reality. Wins for some, sadness for the rest.