AI Hype Meets Profit Reality

Benzinga

JPMorgan says GenAI hype dominated 2025, but returns lagged expectations. Heading into 2026, investors and boards are prioritizing clear ROI and durable earnings over open-ended AI growth stories.

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00:00It's Benzinga, bringing Wall Street to Main Street.

00:03Generative AI dominated market narratives in 2025, but financial returns lagged expectations,

00:09according to JPMorgan's 2026 outlook, citing new CEO survey data.

00:14PwC's global CEO survey of more than 4,700 executives across 109 countries showed over

00:2140% expected Gen AI to boost revenue and nearly half expected higher profitability entering 2025.

00:27By year end, only about one third reported meaningful gains in revenue or profits.

00:33JPMorgan said boards and CFOs are prioritizing return on investment by favoring projects

00:38with clear financial outcomes and stronger margin discipline over open-ended growth.

00:43For 2026, AI narratives still matter, but investors are shifting toward companies that combine

00:49innovation with durable earnings power rather than awarding automatic valuation premiums.

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