BOJ Deputy Governor Shinichi Uchida said AI investment has boosted demand and asset prices but warned that markets could correct sharply if expected profits fail to arrive.
The useful signal is what changes next: who must spend, decide, adapt or absorb risk. That is the difference between an interesting headline and a development that matters.
Watch the next concrete result rather than the next round of commentary. Follow-through in markets, policy, operations or performance will tell us whether this becomes durable.