From Seekingalpha · Osterweis Capital Management · · 40s
Osterweis Capital Management Q4 2026 Equity Outlook
AI spending growth risks overvaluation as Osterweis forecasts tech catalysts.
In brief
AI spending growth risks overvaluation as Osterweis forecasts tech catalysts. Osterweis Capital Management warns AI capital spending may be too rapid, with valuations not reflecting future growth potential. Originally reported by Seekingalpha.
Investor concerns
Investors question whether AI capital spending has moved too quickly, if valuations fully reflect future growth, and how society will manage AI risks.
Osterweis tech catalysts
Osterweis identifies four complementary technological innovations expected to impact society and markets: artificial intelligence, robotics, space, and quantum computing.
Early tech transformation
Osterweis believes we are in the early stages of a transformative era in technology that should be a significant catalyst for future economic growth.
What to remember
Osterweis Capital Management warns AI capital spending may be too rapid, with valuations not reflecting future growth potential.
