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# How much longer can tech support the markets?
- URL: https://adjacent.media/signals/how-much-longer-can-tech-support-the-markets/
- Published: 2026-03-28T22:16:09.000Z
- Updated: 2026-04-02T09:57:44.000Z
- Description: Morning // Brew The market’s AI euphoria finally hitting a reality check signals that the “machines will solve everything” narrative—which has conveniently justified stratospheric valuations without proportional earnings growth—was always more theology than technology, and we’re entering a painfu...
- Author: Jonathan Greene
- Tags: #signal, theme-ai, capital markets

Source:[ Morning Brew ](https://www.morningbrew.com/stories/2026/03/28/how-much-longer-can-tech-support-the-markets?utm%5Fsource=&utm%5Fmedium=syndication&utm%5Fcampaign=feed)

The market’s AI euphoria finally hitting a reality check signals that the “machines will solve everything” narrative—which has conveniently justified stratospheric valuations without proportional earnings growth—was always more theology than technology, and we’re entering a painful recalibration where actual ROI on billions in AI infrastructure spending will finally matter more than the promise.