By Sharecafe Team
Publication Date: 2025-11-21 18:55:00
The AI stock whiplash is forcing investors to grapple with what global financial advisory giant deVere has been warning about for more than six months.
The abrupt change in mood did not create a new problem; It’s something the market didn’t want to acknowledge.
deVere Group CEO Nigel Green has said for months that the pace of expansion in AI valuation required proof of consistency, proof that the market was in no hurry to demand it. That patience is gone.
For six months he has been pointing out that AI investments are well ahead of commercial validation. Capital has flowed into infrastructure, computing power and model development at an extraordinary rate, but the financial results required to fund these investments have fallen short of the story being told around them.
Nigel Green pointed out this imbalance long before volatility made it visible.
He says: “AI is a transformative force in global markets, but the transformation must demonstrate financial strength…”
