---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000931199.md"
description: "I think the controversy could keep pressure on AI stocks in the near term as investors question whether AI revenue can justify massive infrastructure spending.For buyers, I see a potential opportunity but not a reason to rush in. I think we should watch valuations, earnings and evidence that AI spending is translating into sustainable cash flows. And favour companies with diversified revenue streams over those heavily dependent on OpenAI's ability to meet its growth targets."
datetime: "2026-10-09T13:19:00.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000931199.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000931199.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000931199.md)
author: "[melph](https://longbridge.com/en/profiles/20208463.md)"
generator: "portal-rs"
---

# I think the controversy could keep pressure on AI …


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**