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Market Skepticism Spreads Amid AI Investment Frenzy

Fortune ·

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  1. 1Since 2024, two-thirds of S&P 500 returns have come from 42 AI stocks that drove gains since 2024.
  2. 2Risk factors such as CoreWeave's $52 billion debt exist.
  3. 3AI costs will decrease and adoption will increase, but the timing remains uncertain.

So what's the key point?

A significant portion of recent market returns has come from a small number of artificial intelligence-related stocks. However, risk factors such as $52 billion in debt are also emerging.

Source Fortune · View original ↗

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