2 forces are driving US economic growth, and the Iran war threatens to derail both, BofA says

ANGELA WEISS/AFP via Getty Images AI and consumer spending have been propping up the US economy in 2025 and 2026. The war in Iran threatens both to disrupt both of those things, Bank of America warns. "Stopping progress in AI would be equivalent to halting the US economy," David Sacks said this week. The US economy is increasingly reliant on just two things to drive continued growth and the Iran war is a threat to both, Bank of America says. Consumer spending and AI capex are major engin...