Higher AI Spending Looks Justified -- Market Talk

Dow Jones

11/10

1221 GMT - The sharp growth in AI spending appears justified by "credible expectations of increased adoption rates," UBS's Anthi Tsouvali says in a note. Tech companies are likely to continue posting good performance, driven by AI productivity growth and a lower interest-rate environment, Tsouvali says. While the AI sector faces risks such as how companies will monetize their AI-investments, growth in the use of AI is expected to drive tech companies' earnings, she says. (miriam.mukuru@wsj.com)

(END) Dow Jones Newswires

November 10, 2025 07:21 ET (12:21 GMT)

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