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Looking ahead to 2026, market sentiment on Wall Street remains bullish, yet a critical challenge looms for the tech sector. As noted by Devitt from Moneta, investors are watching closely—major technology companies face mounting pressure to demonstrate that their substantial investments in artificial intelligence are actually translating into tangible shareholder returns.
The excitement is there, but the questions are getting louder. Can massive AI spending justify the valuations? Will the promised productivity gains and revenue growth actually materialize? These are the conversations shaping investor confidence as we enter the new year. The burden of proof is shifting firmly onto the tech industry's shoulders.