An analysis cited by BlockBeats says keyword usage in U.S. public company filings with the Securities and Exchange Commission, or SEC, can help track shifts in market narratives. The core view is that once a category of buzzwords reaches a peak in corporate disclosures, the market value attached to that theme often starts to fade.
Right now, more companies are filling earnings materials and disclosure documents with AI-related language and presenting artificial intelligence as a new growth engine. But the report argues that the payoff is still hard to pin down. Even as corporate capital expenditure, or CapEx, and operating expenditure, or OpEx, continue to rise, there are still not many end customers that can show auditable and verifiable returns on AI investment.
The data referenced in the analysis shows that use of the term “AI” has been climbing steadily since late 2022 and is now widely present across filings from large companies. It also points to “Agentic” as a newer label gaining traction at an even steeper pace. The analysts added that AI is real and could become one of the century’s most important technological shifts, but the path from spending to durable value remains unclear, with gains so far concentrated among a limited group of companies tied to AI infrastructure.
BlockBeats reported on July 18 that an analysis of keyword usage in U.S. public company SEC filings points to a possible shift in market narratives around artificial intelligence.
According to the analysis, changes in popular wording across corporate filings can be used to track narrative cycles. Once a certain class of keywords reaches a peak, the market value tied to that theme often starts to fall back. It added that corporate language adjusts quickly as technology, culture, and regulation change.
More companies are now using AI-related language heavily in earnings reports and disclosure documents, framing AI as a new driver of growth. Even so, the analysis said there are still not many end customers able to provide auditable and verifiable return on investment, or ROI, for AI spending, despite continued increases in capital expenditure (CapEx) and operating expenditure (OpEx).
The data shows that use of the term “AI” has been rising steadily since late 2022 and now appears widely across filings from large companies. At the same time, “Agentic” is showing an even steeper growth curve and is being treated as the latest fashionable label within the AI theme.
The analysts said AI technology itself is real and may become one of the most important technological changes of this century. Still, the path from invested capital to actual value has not been fully established. In the current early-stage market, a small number of companies are capturing substantial gains from AI infrastructure spending, and the analysis said value distribution will need to be rebalanced over time for more participants to benefit.
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