From Yahoo Finance: 2025-06-27 13:30:00

AI technology is a hot topic in markets, but BCA Research’s Peter Berezin has doubts about its profitability due to high costs and competition. Despite potential gains, AI may become a low-margin business. Big tech companies like Nvidia are investing billions in AI infrastructure, with some analysts predicting a $6 trillion valuation. However, Berezin believes investors may not see returns on AI investments due to slim monetization opportunities and intense competition. The AI industry risks becoming like the airline industry, with high costs and low margins.



Read more at Yahoo Finance: One strategist on why he’s bearish on the AI trade