FT Experts to Examine Whether Markets Have Gone Too Far on AI

Artificial intelligence has become a defining theme in global markets as investors bet that generative AI will lift productivity, reshape industries and deliver substantial earnings growth. The enthusiasm has also raised questions about whether valuations and capital flows have moved ahead of commercial reality. The Financial Times plans an online reader Q&A to examine whether the rally reflects durable economic potential or excessive optimism detached from fundamentals.

The session is scheduled for Thursday, July 30, at 1 p.m. British Summer Time. John Foley, head of the Financial Times’ Lex column, and technology comment editor Elaine Moore will host the discussion and respond to reader questions. The event will focus on how markets are pricing the AI boom, whether investors have become overly exuberant, and what financial and business risks could challenge the prevailing narrative.