Market watchers are picking up on something interesting—AI-fueled capital flows are fundamentally shifting how stock returns work, and the ripple effects on productivity and broader economic growth are hard to ignore. When institutional money chases AI-driven opportunities, it doesn't just move the needle on individual tech stocks; it's actually reshaping portfolio dynamics and pushing analysts to reconsider traditional return expectations. The productivity gains from AI adoption are feeding into earnings forecasts, which in turn influences asset allocation across the board. Whether this momentum sustains or faces headwinds will be crucial for anyone positioning capital in the coming quarters.