Wall Street Rollup(@WallStRollup):Bloomberg: Companies still can't put a dollar figure on the AI payoff three years into the buildout. Only 1 of the 60 largest US financial firms has mentioned realized AI returns on earnings calls in 3 years, and it did so twice for ~$19M combined. Meanwhile, AI prices are collapsing while chip and memory costs get repriced upward.

Wall Street Rollup

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Wall Street Rollup@WallStRollup

2026.08.27 19:24

Bloomberg: Companies still can't put a dollar figure on the AI payoff three years into the buildout. Only 1 of the 60 largest US financial firms has mentioned realized AI returns on earnings calls in 3 years, and it did so twice for ~$19M combined. Meanwhile, AI prices are collapsing while chip and memory costs get repriced upward.