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MarketWatch

There’s a disconnect between AI valuations and revenue-growth forecasts, observes this investor

Tuesday, September 1, 2026


Paul Kedrosky, an investor and economist, stated that current AI valuations may not differ significantly from valuation patterns seen in previous technology bubbles. Kedrosky did not provide specific revenue figures or valuation metrics in the statement. No additional details on his specific concerns or supporting data were provided.

Original reporting: https://www.marketwatch.com/story/theres-a-disconnect-between-ai-valuations-and-revenue-growth-forecasts-observes-this-investor-1350d9f7?mod=mw_rss_topstories

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