The world of money is getting ready for a big change in 2026. People are less excited about Artificial Intelligence. They now want to see how much money AI really makes. For two years, AI ideas made markets go up. Now, investors are looking closely at real profits from these new technologies. This could change how we value technology company shares. Upcoming financial news, especially from Nvidia, will help guide the market.
Investors are not as excited as before. Nigel Green, CEO of deVere Group, said, "AI has led markets for two years. But now, people want stability more than just being optimistic." This idea is supported by different results from big tech companies. Some companies are making money from their AI work. Others are talking about the future, which makes investors nervous. Stock markets have gone down recently. Japan's Nikkei fell 3%. US markets closed lower for four days. This shows investors are more careful.
A key moment is coming soon. Nvidia's next earnings report will be very important. Investors want to see clear proof of profits. They don't want to just hear about future success. Green added, "Investors need to see that spending leads to good earnings. Companies that show this will lead the way." This means companies must show they can make reliable money.
Companies like Alphabet and Amazon are good examples. They are known for doing things well. Their success could show how to invest in the future. However, Meta and Microsoft have not seen as much excitement. This happened after they announced big spending on AI. Tesla's lower profits have also caused worry. This shows a difference in the market. Companies showing quick value are liked more. Companies with only future AI plans are less popular.
Besides money, AI is also a big topic for everyone. People are worried about AI taking jobs. They are also concerned about spying and the ethics of AI in war. As 2026 gets closer, AI could change society a lot. Policymakers and investors must be careful. The next few weeks are important for AI investments. We need to see both the good and the bad of AI.