As artificial intelligence continues to capture investor attention in 2026 some stocks are at greater risk if the AI bubble bursts. Companies that have heavily invested in AI infrastructure or rely on future growth expectations without solid earnings could face significant declines. Oracle is one example of a company increasing AI spending dramatically which could strain cash flow if returns do not meet expectations.
CoreWeave is another stock to watch as its heavy debt and reliance on a few major customers could make it vulnerable in a downturn. Palantir Technologies has high valuation multiples and could experience steep declines if growth expectations are not met. C3.ai has shown volatility in revenue and leadership changes which may lead to sharp stock declines in a market correction. Other speculative AI dependent companies could also face significant pressure if investor sentiment shifts.
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