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.
The purpose of the current push for AI is to replace labour costs, either by outsourcing directly to AI or by using AI to prop up your previous outsourcing scam by making your Indians less incompetent. There are other use cases - machine vision, machine translation, etc - but that's small fry in comparison.