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Stock impact report

Corporate AI spending booms, but investors may wait a while for the payoff [Wealth Professional (Canada)]

CAPGEMINI SE UNSP/ADR (CGEMY) 
NASDAQ:AMEX Investor Relations: investors.capgemini.com
The rush of corporate money into artificial intelligence is accelerating, but for investors hoping for quick wins that might be gained from AI boosting companies' profitability, the path to real value may be slower and more uneven than the headline numbers suggest. A new report from Boston Consulting Group finds that companies plan to double their spending on AI in 2026, lifting it to about 1.7% of revenues, more than twice the increase projected for 2025. Nearly all companies in the survey say they will keep investing in AI even if it does not generate immediate returns. A parallel study by Capgemini points to the same direction of travel. According to the research, executives expect to allocate 5% of their annual business budgets to AI initiatives in 2026, up from 3% in 2025, as they pivot toward long-term value creation and away from low-impact experiments. These reports suggest that corporate AI adoption is becoming a structural theme, not a passing fad, but the same survey Show less Read more
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