星球日报|9月 23, 2026 14:17
[Skeptics Surrender Again, Capital Flowing Back to AI May Accelerate U.S. Tech Stocks Further]
Odaily Planet Daily reports that the artificial intelligence boom has once again gained support from market capital. Investors who previously questioned AI investment returns and worried about overvaluation of tech stocks are now adjusting their perspectives. As major tech companies continue to increase investments in AI infrastructure and related companies demonstrate resilient performance, the market is beginning to explore the next phase of growth in the AI industry.
Over the past year, debates surrounding artificial intelligence have persisted. On one hand, companies like NVIDIA (NVDA), Microsoft (MSFT), Amazon (AMZN), and Google (GOOGL) have invested hundreds of billions of dollars in building AI computing infrastructure, driving demand for chips, cloud computing, and data centers. On the other hand, some investors believe that while AI capital expenditures are massive, the actual commercial returns for companies still require time to be validated, and tech stock valuations have already priced in overly optimistic expectations.
Recent market performance indicates that capital is flowing back into AI-related assets. Investors who previously bet excessively on an AI correction and anticipated a pullback in tech stocks are now reducing their short positions, with some traders beginning to seek new opportunities for upward momentum. (WSJ)
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