As AI matures, investors focus on sustainable earnings and shareholder cash. Strong business growth does not guarantee rising share prices: expectations already priced in also matter. Benefits vary across companies, while greater efficiency may expand usage. Orders, utilization, cash collections and payback periods help track this shift. The key question goes beyond technological success: who captures the value, and how much are investors paying for it?
Investing in AI From Promise to Profits… What’s Next?
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