Observers have raised concerns about unrealistic expectations among AI sector investors, with global venture funding for AI startups reaching $102 billion in Q3 2026. A Bank of America survey reveals technology exposure among fund managers has hit its highest level since the post-Covid rebound, suggesting potential overvaluation. Asian chip stock selloffs reflect growing skepticism about AI investment returns. Valuations of companies like OpenAI and Anthropic are under closer scrutiny, with confidence in Anthropic’s $600 billion year-end valuation declining significantly.
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