Prediction: These Stocks Will Collapse If the AI Bubble Pops in 2026

There is a lot of talk of an artificial intelligence (AI) bubble. Echoes of 2000 are hard to ignore, with valuations reaching record highs and companies spending eye-watering amounts on infrastructure, racing to build as many colossal AI data centers as possible. While it is possible that we are not in a bubble and it truly is "different this time," it's not unreasonable to see the current trends as unsustainable.If this is a bubble, there are a few stocks I wouldn't want to own. Here are two of the riskiest.The latest bout of bubble anxiety intensified after Oracle's (NYSE: ORCL) latest earnings report. While revenue and profits were up, the company is doubling down on its AI spending and borrowing heavily to fund it. Capital expenditures in the latest quarter jumped 200% year over year and were 50% higher than Wall Street expected. Management said it now expects to lay out roughly $50 billion in capex in its fiscal 2026, a massive increase from the $35 billion it had previously projected. Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool