Artificial intelligence’s impression on US financial markets is unmistakable. Nvidia Corp. is the most valuable company in the world at nearly $ 4.5 trillion. Startups from Openai to Anthropic raised dozens of billions of dollars. But there is a disadvantage of the new technology that investors are increasingly aware of: it threatens to increase industries as the Internet has done for it. And investors have begun to place bets on just where the disruption will take place next, and the shares in companies expected according to the streets will see the waste in the question as AI applications are more adopted. Among them are web development firms such as Wix.com Ltd., Digital-Image Company Shutterstock Inc. and software manufacturer Adobe Inc. The trio forms part of a basket of 26 Companies Bank of America streets identified as the greatest danger of AI. The group has underperformed the S&P 500 index since mid-May by about 22 percentage points after more or less kept up with the market since Chatgpt’s debut at the end of 2022. “The disruption is real,” said Daniel Newman, CEO of the Futurum Group. “We thought it would happen in five years. It seems that this is going to happen about two. Service -based businesses with a high counter, it will be really vulnerable, even if they have strong businesses from the last era of technology. ‘ So far, few companies have failed due to the spread of chatbots and so -called agents who can write software code, answer complicated questions and produce photos and videos. But with technical giants like Microsoft Corp. and Meta Platforms Inc. What has thrown hundreds of billions in AI has become more defensive. Wix.com and Shutterstock are at least 33% lower in 2025, compared to an 8.6% advance for the broad benchmark. Adobe has dropped 23% amid concerns that customers will look at AI platforms that can generate images and videos, as Coca-Cola has already done with an AI-generated advertisement. ManpowerGroup Inc., whose personal services can be injured by rising automation, is down 30% this year, while Peer Robert Half Inc. More than half of its value and dropped to the lowest in more than five years. The souring sentiment among investors comes because AI changes everything from the way people get information from the internet to how colleges function. Even companies at the forefront of developing technology such as Microsoft have reduced jobs as productivity improves and makes way for more AI investments. For many technology industry viewers, the time is closer when AI gets so pervasive that companies start to get out of pocket. Anxiety about AI impact on existing businesses was seen last week when Gartner Inc. shares were sent after the market research business reduced its revenue forecast for the year. The share dropped by 30% in the five days, its biggest one -week drop on record. While the company blamed US government policies, including cuts and rates, analysts were quick to point the finger to AI, which could provide the fear of investors cheaper alternatives to Gartner’s research and analysis, although the company deployed its own AI-powered tools. Morgan Stanley said the results “added fuel to the AI disruption case”, while Baird was left “incrementally concerned AI risks have an impact.” Gartner representatives did not respond to a request for comment. Historical precedents abound for new technology that has wiped out industries. The Telegraph gave way to telephones, horse gates and buggies were overthrown by the car, and the eradication of Blockbuster by Netflix Inc. showed the Internet’s disruption. “There are many bags of the market that can basically be destroyed by AI, or at least the industry will have extreme disruption, and companies will be irrelevant,” said Adam Sarhan, CEO of 50 Park Investments. ‘Any business where you pay someone to do something that can do faster and cheaper will be wiped out. Think of graphic design, administrative work, data analysis. ‘ Of course, many companies that are expected to be hammered by AI. Although many AI businesses offer direct translation services, Duolingo Inc., the owner of a language learning app, he rose after increasing his prospects for 2025 sales, partly because he implemented AI to his own strategy. The stock has doubled about the past year – but concerns that the next generation AI will be a threat. The defense movements of investors come because AI is coming up again as the dominant theme between winners and losers in the stock market. This was a clear reversal from earlier in 2025 when AI models that developed cheaply in China questioned in the US dominance in the field and expressed concern that spending on computer equipment was slow. Instead, Microsoft, Meta, Alphabet Inc. and Amazon.com Inc. Double to spending. The four companies are expected to dump about $ 350 billion in joint capital expenditure in their current financial years, which is almost 50% higher than the previous year, according to Bloomberg -compiled analysts. Much of it is to finance the build -up of AI infrastructure, which benefits companies such as Nvidia, the discs of which dominate the market for AI computer crossroads. Finding out which companies are vulnerable to the technology requires a little more nuance. Alphabet is commonly seen as one of the best businesses with the best position, with the forefront of functions and talent and data from the highest level. However, it is a component of Bank of America’s AI risk, and the feeling of playing defense -protecting its large part of the profitable internet search market -has plagued the share for a long time. For other businesses, the risk seems clearer. The advertising agency Omnicom Group Inc. dropped by 15% this year as it faces a future where Meta is allegedly looking for the creation of advertising by AI. Pear WPP PLC is down more than 50%. Michael Nathanson, senior analyst at Moffettnathanson, wrote in a research note. With so many businesses facing AI risks, this is an investment theme that, according to Phil Fersht, CEO of HFS Research, can strengthen. “Wall Street clearly has the jitters,” Fersht said. “It’s going to be a difficult, unforgivable market.”
Traders flee to shares that are afraid to be threatened by artificial intelligence
