The 'Slow Down AI' Movement Could Actually Be Bullish for These Stocks

There's a growing push to slow the pace of AI development, with several researchers at the biggest labs warning about the risks. Many investors assume this is terrible for AI stocks. But I don't think it's that simple. Some of the most likely outcomes are actually good for certain companies. Here's the counterintuitive case you need to hear.

*Stock prices used were the morning prices of Sept. 18, 2026. The video was published on Sept. 22, 2026.

Matt Frankel, CFP® has positions in Zscaler. The Motley Fool has positions in and recommends Alphabet, CrowdStrike, Microsoft, and Zscaler. The Motley Fool recommends Palo Alto Networks. The Motley Fool has a disclosure policy.

Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.