History shows the bar to disrupt AI is surprisingly high, says Bank of America

Bank of America suggests that while AI has the potential to disrupt markets, historical precedents indicate that the threshold for such disruption is surprisingly high. The bank notes that equity markets can handle more intense bond market volatility than what's seen so far in 2026, emphasizing that current market volatility might be a more accurate risk indicator than Treasury yields. This insight underscores the resilience of financial markets and implies that investors should focus on volatility as a key risk factor rather than being overly concerned about immediate AI-driven disruptions.