INFERY
Published Oct 21, 2026, 7:15 AM ET · Updated 23 days ago · 1 source

The AI trade gets a reappraisal

axios
axios
·
Original Report
↗ axios
INFERY
The AI trade gets a reappraisal

The AI boom is moving into its rational exuberance phase, to adapt a term from the last tech bubble: Investors are pulling back funding and demanding more evidence that their investments will actually pay off.