Bloomberg Surveillance · Wednesday, August 12, 2026
Analysts anticipate high volatility over the next few years due to a "once in a generation" AI build-out, where significant spending is expected but profitability for some companies remains uncertain. While benefits of the doubt are given to large players, cash flow questions for others will likely persist.
“I mean, we had this once in a generation build out, and you would expect that there's going to be a lot of spending and then you know, there's almost a little bit of you know, faith that these companies will will figure it out and turn to profit.”
“So that's why I think you're just going to see this kind of really high volatility back and forth over not over the next couple of months this year, but probably over the next few years because that cash flow for some companies that have all the businesses likely comes to you than others.”
“But we ultimately think and again given the AI bull market. The benefit of doubt that these big players will figure it out.”