How sustainable is the AI investment boom after Thursday’s selloff?

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Investing.com -- The artificial intelligence investment boom is becoming increasingly difficult to sustain at its current pace as technology companies pour billions of dollars into infrastructure without a corresponding acceleration in revenues, raising the risk of an eventual spending slowdown that could weigh on economic growth, Capital Economics said. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » Capital Economics said it remained positive about AI's long-term potential to boost productivity but questioned whether revenues would grow quickly enough to justify the unprecedented capital expenditure.