Skeptics Capitulate Again: Capital Flowing Back into AI Could Push US Tech Stocks to Accelerate Further

2026-09-23 22:16 (UTC+8)

Odaily News: The AI boom has once again gained market funding support. Investors who had previously questioned AI investment returns and worried about excessively high tech stock valuations are now readjusting their views.

As major tech companies continue to increase AI infrastructure spending and related companies maintain resilient performance, the market is beginning to search for the next stage of growth pathways in the AI industry.

Over the past year, debates surrounding artificial intelligence have persisted. On one hand, companies such as Nvidia (NVDA), Microsoft (MSFT), Amazon (AMZN), and Google (GOOGL) have continued to invest hundreds of billions of dollars in building AI computing infrastructure, driving demand growth in chips, cloud computing, and data centers; on the other hand, some investors believe that while AI capital expenditure is enormous, actual commercial returns for enterprises still need time to be verified, and tech stock valuations have already priced in excessive optimism.

Recent market performance shows that capital is flowing back into AI-related assets. Investors who had previously bet that the AI rally was overdone and that tech stocks would face a correction are now reducing their bearish positions, with some traders beginning to look for new upside potential. (WSJ)

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