Trust Me, Bro. But Make It a Trillion Dollars.
Artificial Intelligence

The biggest risk to the AI story may not be AI itself. 

It’s the price tag. 

Tech giants are expected to spend roughly $800 billion this year and more than $1.1 trillion in 2027. 

Investors believe the payoff will be worth it, and that’s what the market’s counting on. 

Wall Street expects today’s AI spending spree to produce about $2 trillion in operating cash flow by the end of the decade. 

That’s a big bet—and more investors seem willing to make it. 

It’s also becoming the consensus view. In the Fed's latest economic projections, not a single policymaker flagged downside risks to growth. 

When everyone sees the same bright future, expectations rise. That's why the next phase of the AI story may look different from the last. 

The bet has already been placed; now the market is waiting to see whether it pays off. 

What Voya’s Multi-Asset Strategies and Solutions Team is watching 

  • The pace and scale of AI-related capital spending 
  • What management teams are saying about future investment plans and expected returns 
  • Signs that AI investments are translating into sustained revenue and cash flow growth 
  • How markets respond to both positive and negative developments as expectations continue to rise 

Advisor angles 

Most of your clients aren't tracking AI spending forecasts, but they’re certainly seeing or hearing about the headlines. 

Questions your clients may ask 

Is AI getting overhyped? 

That's really what investors are trying to figure out. Most people agree AI has the potential to be a major technology shift. The bigger question is whether the market is expecting too much, too soon. 

Does this feel like the dot-com bubble? 

Whenever investors get excited about a new form of technology, comparisons to past market booms are inevitable. The difference is that today's companies are making real investments and generating real revenue, but that doesn't mean expectations can't get ahead of reality. 

Why do the same handful of stocks keep driving the market? 

Investors believe those companies are in the best position to benefit from AI. As long as they keep showing strong growth and delivering results, they'll continue to get a lot of attention from the market. 

What happens if AI doesn't live up to all the hype? 

AI doesn't have to fail for investors to get disappointed. Expectations are very high, and markets tend to react when reality falls short of what people were hoping for. 

Has the market gotten too optimistic? 

Optimism isn't necessarily a bad thing. The risk comes when everyone starts expecting the same outcome. When expectations get very high, even small disappointments can have a bigger impact. 

Potential touchpoints 

  • A client asks whether they've missed the AI opportunity. 
  • Headlines focus on another large AI spending announcement. 
  • Technology stocks drive a significant market move. 
  • A client draws comparisons to previous periods of market enthusiasm. 
  • A portfolio review prompts discussion about expectations, concentration, or market leadership.
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Sources: Apollo, Bloomberg, Goldman Sachs, Ned Davis Research

Voya Investment Management has prepared this commentary for informational purposes. Nothing contained herein should be construed as (i) an offer to sell or solicitation of an offer to buy any security or (ii) a recommendation as to the advisability of investing in, purchasing or selling any security. Any opinions expressed herein reflect our judgment and are subject to change. Certain of the statements contained herein are statements of future expectations and other forward-looking statements that are based on management’s current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Actual results, performance or events may differ materially from those in such statements due to, without limitation, (1) general economic conditions, (2) performance of financial markets, (3) interest rate levels, (4) increasing levels of loan defaults (5) changes in laws and regulations and (6) changes in the policies of governments and/or regulatory authorities. 

Past performance is no guarantee of future results. The opinions, views and information expressed in this commentary regarding holdings are subject to change without notice. The information provided regarding holdings is not a recommendation to buy or sell any security. Strategy holdings are fluid and are subject to daily change based on market conditions and other factors.

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