AI Valuations Outpacing Earnings // AIDRAN

What the April market surge established is not optimism about where AI revenue will be — it is a current price for a future that has not been confirmed. That distinction matters because corrections do not wait for the future to arrive; they arrive when enough capital decides the future is taking too long. The AI-fueled market surge lifting the S&P 500 to fresh records carried the index higher while the earnings reports that would need to justify those levels remained largely unmoved. The AI capex cycle is priced in;…

AI Market Valuations Are Racing Ahead of the Earnings to Justify Them

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