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What’s more, with third-quarter earnings mostly over, the good news has likely been sold—and investors might start looking to buy again, especially if AI’s big spenders keep spending.

What’s more, with third-quarter earnings mostly over, the good news has likely been sold—and investors might start looking to buy again, especially if AI’s big spenders keep spending.

So much for asset-light—and that’s reducing the return on equity, or net income as a percentage of total net assets, for the big spenders.

Skepticism about AI’s real potential returns are mounting, talk of a bubble and potential bust has increased, and investors have been punishing big spenders like Meta Platforms.

In their latest financial reports, all of the big spenders revealed that their current investments had grown significantly, and projected that this trend would continue.