By Bram Berkowitz, The Motley Fool
Publication Date: 2025-12-16 18:07:00
Artificial intelligence has been a key driver of the stock market over the past three years.
Concerns regarding Artificial intelligence (AI) stocks. and their monster valuations aren’t exactly new, but the market is now less cautious. After a big multi-year rally for the sector, it appears some investors are setting the bar high for AI stocks. Announcements of increased capital spending to expand AI infrastructure are no longer just driving stocks higher as investors begin to question the sustainability of it all. Out of oracle (ORCL +2.11%) To Broadcom (AVGO +0.10%)Concerns about AI stocks are starting to mount.
The returns seem less achievable than perhaps they once were
Concern about AI stocks has increased, even if it is large Reviewsexcessive capital spending and whether the US and the world really have the resources to meet all AI needs, given the need for data centers, the power required to run those data centers, etc.
