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Bloomberg

AI Revenue Slowdown Would Be the Market's Big Test

Tuesday, August 25, 2026


Kelly Covley, senior investment analyst at Manning & Napier Advisors, stated that stock market performance has become tied to AI-related spending and that a decline in revenue growth among AI companies would test market stability. Covley said AI spending has expanded across multiple industries as of August 2026. Bloomberg aired the interview on August 24, 2026.

Original reporting: https://www.bloomberg.com/news/videos/2026-08-25/ai-revenue-slowdown-would-be-the-market-s-big-test-video

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