✉news TechnologyAI first seen 1 d ago, last 21 h ago, peak #11
Damodaran weighs in on AI spending and stock prices
Original: Earnings, Cashflows and Stock Prices: The AI Spending plays through!
NYU finance professor Aswath Damodaran has published a new analysis examining how corporate AI spending is flowing through to earnings, cashflows and stock prices. The piece evaluates whether the massive capital outlays by technology companies on artificial intelligence are being justified by the valuations investors are assigning to those firms, framing the debate in traditional valuation terms.
Why now: Investors are intensely debating whether AI infrastructure spending will generate returns that justify current tech stock valuations.
Rank over time, top of the chart is #1. 4 snapshots from 1 d ago to 21 h ago.
Evidence
- Earnings, Cashflows and Stock Prices: The AI Spending plays through! · Aswath Damodaran | Substack
API: https://socialmediatrends-api.osmike.com/v1/trends/1535336