AI Summary

Investors have driven about two‑thirds of S&P 500 returns since 2024 through 42 AI stocks, and nearly all venture capital this year is flowing into AI firms, some of which are approaching trillion‑dollar valuations. At Alpha Partners’ AlphaMarket 2026 conference, participants warned that the consensus is beginning to crack amid concerns over high valuations, financing challenges, infrastructure costs and the pace of AI adoption. They highlighted short‑term risks, citing the “known unknowns” of an aging U.S. workforce, rising debt and AI’s transformative potential, while noting that unforeseen “black‑swan” events could further test company resilience.

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