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Santoli: The youthful phase of AI is over. What it means for investors
Source: CNBC
Artificial IntelligenceInvestor Sentiment & PositioningCorporate Guidance & OutlookTechnology & Innovation
Investor narrative around AI has shifted from growth enthusiasm toward risks, including weak public acceptance of the technology. Market confidence in AI-related order backlogs extending beyond the next few quarters is weakening, creating downside risk for technology companies whose valuations rely on sustained AI demand.
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