There's a growing push to slow the pace of AI development, with several researchers at the biggest labs warning about the risks. Many investors assume this is terrible for AI stocks. But I don't think it's that simple. Some of the most likely outcomes are actually good for certain companies. Here's the counterintuitive case you need to hear.
*Stock prices used were the morning prices of Sept. 18, 2026. The video was published on Sept. 22, 2026.
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
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Matt Frankel, CFP® has positions in Zscaler. The Motley Fool has positions in and recommends Alphabet, CrowdStrike, Microsoft, and Zscaler. The Motley Fool recommends Palo Alto Networks. The Motley Fool has a disclosure policy.
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