Investors expect AI to have a positive long-term impact but have concerns

Key Takeaways

Investors Weigh AI Risks and Rewards

A recent survey by Janus Henderson Investors found that 61% of investors expect AI to have a positive long-term impact on markets, but 9 out of 10 investors have concerns about investing in AI. The top concerns include AI not delivering on expectations, bias, misuse, or insufficient safeguards, and the risk of AI investments being overvalued. Two-thirds of investors are concerned about an AI bubble or market correction in the near term. However, over a longer horizon, sentiment becomes more constructive, with 46% of investors expecting AI to have a modest positive impact on market returns over the next five years, and 15% anticipating a major positive impact.

67% of Investors Concerned About AI Bubble

A survey by Janus Henderson found that 67% of investors are concerned about an AI bubble or market correction in the near term, despite 61% expecting AI to have a positive long-term impact on markets. The survey also found that 90% of investors have concerns about AI investing, with 28% worried that AI may not deliver on expectations, and 19% concerned about AI investments being overvalued.

Barriers to Using AI for Investing

Janus Henderson's 2026 Investor Survey found that investors' top five barriers to using AI for investment purposes include concern that AI recommendations may be biased or conflicted, concerns about data privacy or security, preference for traditional methods, lack of trust in AI-driven recommendations, and discomfort about judging whether AI advice is reliable. The survey also found that 87% of investors would feel 'good' or 'neutral' about their financial advisor using AI to create educational collateral, but are less comfortable with advisors using AI for more personal activities.

Clients Expect Transparency on AI Use

Janus Henderson's research found that clients expect transparency and accountability if their advisor uses AI, with 85% saying they feel their advisor is ultimately responsible for AI-generated advice or materials, and 79% saying they would be upset if their advisor used AI without disclosing it. The survey also found that 40% of investors would be upset if their advisor used AI for automatically responding to texts and emails, and 33% would be upset if their advisor used AI for investment recommendations.

Google Introduces AI Information Agents

Google has introduced a new feature called AI information agents, which can synthesize information from multiple sources, explain why something matters, compare perspectives, and provide actionable insights. The agents can help users stay informed about their interests without needing to repeatedly search for the same information every day. The feature will be available this summer, starting with Google AI Pro and Ultra subscribers in the US.

SoftBank's $65B OpenAI Bet Sparks Concern

SoftBank's $65 billion investment in OpenAI has raised concerns among investors and industry observers. The investment is reportedly the largest single allocation in SoftBank's history, and some question the strategic rationale and risks involved. The investment raises concerns about governance and oversight, as SoftBank does not hold a board seat or advisory position at OpenAI.

SoftBank's $60B OpenAI Bet Sparks Internal Concerns

SoftBank's $60 billion investment in OpenAI has sparked internal concerns among some executives, who question the firm's lack of control and potential risks involved. The investment has raised concerns about governance and oversight, as SoftBank does not hold a board seat or observer rights at OpenAI.

US Software Stocks Attempt Rebound

US software stocks have attempted a rebound after being battered for much of the year due to fears of disruption from artificial intelligence. The rebound coincided with a slide in chipmakers, which began to cool off following a rally. Analysts are cautiously optimistic about the sector, noting that some software companies are well-positioned to benefit from AI.

UAE Quits OPEC, Bets Big on AI

The UAE has quit OPEC, freeing up billions in oil revenue, and is betting big on AI. The country is investing in AI deals and expanding its gas investments in the US. The UAE's sovereign wealth fund is also investing in AI infrastructure, including data centers and a five-gigawatt campus for OpenAI.

Bybit Launches AI Sub-Account

Bybit has launched AI Sub-Accounts, which enable safer AI agent trading with fund isolation and permission controls. The new account type allows users to assign AI agents to operate in ringfenced sub-accounts, preventing excessive or unintended agent access to assets.

Oracle Stock Regains Ground

Oracle stock has regained some ground after a steep slide, as Wall Street sees 'light at the end of the tunnel' for big AI spending. The company's AI features are improving its devices, and sales growth has accelerated.

Airbnb Adds Hotels, Car Rentals

Airbnb has added hotels, car rentals, and new services such as grocery delivery to its platform. The company is also introducing AI features, including review summarizations and voice assistant. Airbnb CEO Brian Chesky said the company can become an 'Amazon for services', at least for traveling and living.

Prediction Markets Weigh AI IPOs

Prediction markets show a strong sentiment for Anthropic to IPO before OpenAI, with significant trading volume on the outcome. The market currently suggests an 82.0% probability that Anthropic will IPO before OpenAI.

Warren Buffett's Successor Bets on AI Stocks

Warren Buffett's successor, Greg Abel, has dumped Amazon stock but remains bullish on two AI stocks: Alphabet and Apple. Berkshire Hathaway has increased its stake in Alphabet and holds a significant position in Apple, which is improving its devices with AI features.

Sources

• Janus Henderson Investor Survey Reveals How Investors View AI: As an Investment Theme and for Financial Guidance
• Janus Henderson: 67% of investors are concerned about an AI bubble
• Janus Henderson survey: barriers to using AI for investing
• Clients expect to know if you use AI, but don’t realise that their portfolios are likely exposed
• How to use Google’s new information agents
• SoftBank's $65B OpenAI Bet Sparks Investor Concern
• SoftBank's $60B OpenAI Bet Sparks Internal Concerns
• US software stocks attempt a rebound as investors reassess AI risks
• The UAE’s OPEC exit frees up oil wealth as it bets big on AI
• Bybit Launches AI Sub-Account: Enabling Safer AI Agent Trading with Fund Isolation and Permission Controls
• Oracle Stock: 'Light At The End Of The Tunnel' Seen For Big AI Spending
• Airbnb adds hotels, car rentals. Chesky says app can become an 'Amazon for services'
• AI IPOs: Markets Weigh OpenAI vs. Anthropic
• Warren Buffett's Successor Greg Abel Just Dumped Amazon Stock: 2 AI Stocks He Is Still Bullish On