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Investors refocus on fundamentals in AI and crypto
Investor focus shifts toward fundamentals and capital efficiency across AI and crypto sectors in a more disciplined 2026 market environment.
Investors are prioritising balance sheet strength and cash flow discipline as artificial intelligence and crypto stocks face tighter scrutiny. Regulatory clarity and sustainable revenue models now outweigh speculative growth. Capital efficient companies with measurable returns are outperforming peers. The shift signals a maturing 2026 market environment as risk appetite cools and valuation discipline becomes central across global technology and digital asset investment portfolios.