Is AI Still a Market Tailwind as We Head Into 2026?

The headline of this article poses a serious question that investors should think about, especially given how excited the market got about artificial intelligence (AI) spending in 2025. There are genuine concerns about whether an AI bubble is about to burst.As we enter 2026, here's what you need to know about the AI investing theme and its durability this year.It's important to distinguish between the outlook for AI spending and stock valuations. Just because individual stocks like Palantir Technologies trade at 167 times forward earnings doesn't mean the overall AI market is in a bubble. While some AI-related stocks may be overvalued, it doesn't necessarily follow that a bubble is about to burst. In fact, evidence from companies with exposure to early cycle AI spending shows no signs of a slowdown.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool