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CNBC

Santoli: The youthful phase of AI is over. What it means for investors

Tuesday, September 15, 2026


AI investment patterns have shifted away from early-stage enthusiasm toward examination of profitability and sustainability, according to market analysis. Technology companies developing AI systems face declining public approval ratings and extended timelines for revenue generation from infrastructure investments. Investor focus has moved to questioning whether current spending levels will produce financial returns beyond the near term.

Original reporting: https://www.cnbc.com/2026/09/15/santoli-the-youthful-phase-of-ai-is-over-what-it-means-for-investors.html

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