AI stocks: Is the easy money over? Aswath Damodaran warns investors of a new market reality ahead of Anthr

NYU professor Aswath Damodaran warns that broad-based gains from AI stocks may be fading as investors become more selective. He highlights diverging business models, rising infrastructure costs, uncertain monetisation and valuation risks, urging greater investment discipline.

Nov 10, 2026 - 18:00
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AI stocks: Is the easy money over? Aswath Damodaran warns investors of a new market reality ahead of Anthr
NYU professor Aswath Damodaran warns that broad-based gains from AI stocks may be fading as investors become more selective. He highlights diverging business models, rising infrastructure costs, uncertain monetisation and valuation risks, urging greater investment discipline.

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