I really get the feeling that the economy is being artificially propped up at the moment and the key event I suspect they're being propped up for is the midterm elections. Post election, I feel like the cracks will start to show and we'll start to get a correction which will lead to a crash, similar in size to 2008.
That's just my feeling and it isn't necessarily backed on too much but significant amounts of resources have been poured into "AI" and I really don't feel the payoffs are going to pan out. Once that becomes the mainstream view, everything built around it crumbles.
As an example- the ISS is capable of radiating 70kW of heat :
https://en.wikipedia.org/wiki/External_Active_Thermal_Control_System
Meanwhile, datacenters generate enough heat that they're measured in mW.
https://www.achrnews.com/articles/146987-data-centers-get-larger-hotter-making-them-attractive-sources-of-heat
ChatGPT suggests one launch of starship could take that much cooling into space :
ISS cooling system (radiators): how many watts can it radiate? • The ISS External Active Thermal Control System (EATCS) (the big ammonia loops feeding the external radiators) is capable of rejecting up to ~70 kW total to space (≈ 70,000 watts). 
ISS radiators: how much does it weigh? • A single Heat Rejection Subsystem “Radiator ORU” (the deployable 8-panel radiator unit) is about 1,082–1,123 kg (≈ 2,380–2,475 lb) depending on the cited source/rounding.
How many kg can Elon’s Starship carry? • SpaceX’s current public spec is ~100–150 metric tons to orbit in a fully reusable configuration, i.e. ~100,000–150,000 kg (typically stated for LEO payload).