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via seekingalpha.comTech & AI

McKinsey data questions AI capex boom; only 37% see EBIT gains by 2026

FROM THE WIRE · SEEKINGALPHA.COM

McKinsey data questions the AI capex boom; only 37% see EBIT gains by 2026, and 40% won’t boost spending. Read why the AI bubble might collapse.

Read at the source ↗
MARKET IMPACTHIGH✦ News Impact agent estimateTone: expected bearishResearch questioning the AI capex boom narrative could pressure mega-cap tech valuations and reduce capex appetite.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01McKinsey data shows only 37% of companies expect EBIT gains from AI by 2026.
  2. 0240% of companies will not boost AI spending despite the hype.
  3. 03The study suggests the AI bubble may collapse if returns fail to materialize.

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