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AI Revenue Slowdown Would Be the Market's Big Test

Bloomberg Markets Tuesday 25 August 2026, 14:33 UTC 1 min read
Key Points

Aug 25th, 2026 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.

Aug 25th, 2026 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.
AI Revenue Slowdown (ORG) Manning & Napier Advisors (ORG) AI (ORG)
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