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Call-centre stocks slide as investors worry AI makes them uninvestable
Concentrix cut its full-year 2026 revenue guidance, sending its shares down over 21% and dragging rival Teleperformance down ~13%. The sell-off has hardened investor fears that AI-powered conversational agents are eroding the core business of human call-centre operators, with some analysts now labeling the sub-sector 'uninvestable.' Both companies argue AI can also boost agent productivity and open new automation revenue streams, but markets are pricing the simpler narrative of wholesale replacement. The episode mirrors a broader pattern of AI disrupting labor-intensive tech sectors, with the key open question being the speed of displacement rather than its direction.