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AI Revenue Slowdown Would Be the Market's Big Test

Kelly Covley, senior investment analyst at Manning & Napier Advisors, says the market has become increasingly dependent on the AI trade, leaving stocks more vulnerable if demand begins to weaken. With AI spending now feeding through to industries across the economy, “the biggest test would be if you had a deceleration in revenue growth for the AI laboratories.” This interview aired Aug. 24, 2026. (Source: Bloomberg)

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BloombergLean L·39m ago
AI Revenue Slowdown Would Be the Market's Big Test
Kelly Covley, senior investment analyst at Manning & Napier Advisors, says the market has become increasingly dependent on the AI trade, leaving stocks more vulnerable if demand begins to weaken. With AI spending now feeding through to industries across the economy, “the biggest test would be if you had a deceleration in revenue growth for the AI laboratories.” This interview aired Aug. 24, 2026. (Source: Bloomberg)
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AI Revenue Slowdown Would Be the Market's Big Test

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