Microsoft, Amazon, Meta, Google Are 'Collectively Overinvesting' In AI: 'That's Betting, Not Investing,' Says 'Dean of Valuation'
Reported by Yahoo Finance · finance.yahoo.com · August 7, 2026
Aswath Damodaran, the NYU Stern professor known as the “Dean of Valuation,” says Big Tech is “collectively overinvesting” in artificial intelligence, driven as much by fear of being left behind as by any clear path to profit. Speaking on the...
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $MSFT +0.84%, $AMZN +1.33%, $META +1.66%
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