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Fortune

Diane Brady

Investors are still betting on AI, but doubts are piling up

Artificial Intelligence Anthropic Fortune CEO Daily

(Credit: Finn Gomez/Getty Images)

In today’s CEO Daily: The AI consensus is starting to crack.
The big leadership story: The race to fix major security flaws.
The markets: Down globally as oil rises and investors weigh Meta and Tesla earnings.
Plus: All the news and watercooler chat from Fortune .

Good morning. For years, investors in both public and private markets have had one answer to almost every question: AI. About two-thirds of S&P 500 returns since 2024 have come from 42 AI stocks and almost all of the venture dollars this year are flowing into AI, with some firms nearing trillion-dollar valuations. The consensus may be starting to crack amid worries about valuations, financing, infrastructure costs, and the speed of adoption. In speaking with investors at Alpha Partners’ AlphaMarket 2026 conference yesterday, I heard themes that reinforce what business leaders are also telling me.

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