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The piece treats AI as the central subject: it examines whether investor confidence in AI valuations, financing, and infrastructure spending is weakening. For AI readers, the key signals are the concentration of market returns in a small set of AI stocks, the reliance on borrowed money and circular financing, and the long payback timelines for data-centre buildout. Its claims about investor sentiment are based on conference conversations and a single fund manager's view, so they indicate direction more than measured trends.
Investors are still betting on AI, but doubts are piling up
Also: All the news and watercooler chat from Fortune.
Good morning. For years, investors in both public and private markets have had one answer to almost every question: AI. About two-thirds of S&P 500 returns since 2024 have come from 42 AI stocks and almost all of the venture dollars this year are flowing into AI, with some firms nearing trillion-dollar valuations. The consensus may be starting to crack amid worries about valuations, financing, infrastructure costs, and the speed of adoption. In speaking with investors at Alpha Partners’ AlphaMarket 2026 conference yesterday, I heard themes that reinforce what business leaders…
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