Some investors are losing enthusiasm for technology stocks as lengthy debates over artificial intelligence's near-term returns continue, analysts said. While AI is expected to eventually deliver profits, the prolonged uncertainty around when gains will materialise is testing investor patience.
The fatigue reflects broader concerns about valuations in the technology sector, with some market participants questioning whether current prices reflect realistic timelines for returns. Analysts cautioned that waning interest could affect demand for AI-related investments if the disconnect between promises and near-term results persists.