The impact of Artificial Intelligence (AI) in the US stock market is now very clear. NVIDIA Corp has become the world’s most valuable company with a market cap of around 4.5 trillion. Startups like Openai to Anthropic have collected billions of dollars funding on the basis of this artificial intelligence. But the second aspect of this new technology is that it can create a similar kind of upheaval in many industry as the Internet had once done in its era. This is the reason that investors are now starting to distance away from companies that may face a decline in demand due to increasing use of AI.
Bank of America analysts have identified 26 companies that are the biggest threat from AI. These include web-development company Wix.com, Digital-Image Platform Shutterstock and veteran software company Adobe. Since the beginning of this year, the shares of these companies have fallen by an average of about 22 percent.
In 2025 itself, Wix and Shutterstock have fallen by more than 33%, while Adobe has slipped 23%. There is a concern about Adobe that customers can now generate images and videos from AI platforms. Recently, Coca-Cola has increased this concern by issuing AI-based advertisements.
At the same time, Manpower and Staffing Service Manpower Group has fallen by 30% due to automation, and Robert Half Inc is at its five -year low.
Investors’ restlessness over the impact of AI increased further last week, when the market-runner Gartner reduced its annual revenue estimate and its shares led to a historic decline of 30% in a week. The company blamed US government policies for this, but analysts believe that the cheap options from AI have also increased its business.
New technologies in history have eliminated industries many times. Telegraph replaced the telegraph, the horse-cart ended with automobiles and ‘blockbuster’ was erased by Netflix in the Internet era. Experts say that AI in sectors such as graphic design, administrative work and data analysis can make companies irrelevant by giving cheap and fast services.
However, not all companies are under this pressure. Duolingo, which creates the language learning app, increased the sales estimate by incorporating AI in its strategy and its shares doubled in a year. But the worry is that the next generation AI can also spoil its market.
Meanwhile, Microsoft, Meta, Alphabet and Amazon have intensified the investment on AI infrastructure and this year is estimated to spend a capital of about $ 350 billion, which is about 50% more than the previous year. In this race, chip companies like NVIDIA are benefiting from great advantage.
The advertising agency sector is also under pressure. The shares of Omnicom Group have fallen by 15% this year and the WPP PLC has lost more than half the value. This is because the process of advertising from AI is likely to be completely automated. Analysts believe that the real impact of the generative AI on the traditional agency model is yet to come.
Experts say that the atmosphere in Wall Street is very sensitive to AI at this time and in the coming days this investment theme may be faster. This market will prove to be extremely difficult and merciless for those companies, which will not adopt the change in time.
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