Welcome to the ‘AI burnout trade’ — as investors grow tired of debating tech’s promises

What happened: Analysts say investors are growing tired of debating AI's near-term returns, describing an "AI burnout trade" as patience with tech's promises wears thin. Why it matters: Analysts still expect AI to pay off eventually, but the fatigue they describe centers on the near-term return debate rather than the long-term case.

Analysts say investors are growing tired of debating AI's near-term returns, describing an "AI burnout trade" as patience with tech's promises wears thin.

Analysts still expect AI to pay off eventually, but the fatigue they describe centers on the near-term return debate rather than the long-term case.