Watch Desk posted an update
The biggest risk to AI investors may not be that the technology fails, but that its financial benefits arrive more slowly than markets expect, Morningstar chief executive Kunal Kapoor told The Economic Times.
Why it mattersKapoor said investors are counting on today’s AI spending to produce stronger revenue, margins and productivity, and warned that gains concentrated in a small group of AI-linked companies leave markets dependent on a narrow set of outcomes. It is a market-risk argument, not evidence that AI investment is failing.
Discuss: How long should investors wait for AI spending to show up in company results before calling the optimism excessive?
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