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Investors are being cautioned by Jefferies about the surge in AI stocks despite lagging earnings, with concerns over the overvaluation of AI stocks and the widening gap between investment and actual revenue. Earnings expectations for AI stocks are decreasing as the economy weakens.



Earnings expectations for AI stocks are falling https://t.co/4IeIzgOcea
AI's economic impact is under scrutiny with a growing gap between investment and actual revenue. #AI #Finance https://t.co/6XThU1RlmL
Are AI stocks overvalued? Investors think so — but still expect tech outperformance https://t.co/cFLpqxhZGf