The other side of the artificial intelligence boom: traders are speeding up their escape from companies that are at risk of disruption.

The impact of artificial intelligence on the US financial market is evident. NVIDIA has become the world's most valuable company with a market value of nearly $4.5 trillion. Startups like OpenAI and Anthropic have raised billions of dollars in funding. However, investors are increasingly concerned about the negative impact of this new technology: it may disrupt some industries, just like the internet did back in the day. Investors have started to bet on which industries this disruption will occur in and have been selling off the stocks of some companies that strategists predict will face a decline in demand as artificial intelligence becomes more widespread. Companies affected include web development company Wix.com Ltd., digital image company Shutterstock Inc., and software manufacturer Adobe Inc. These three companies are among the 26 companies that U.S. bank strategists see as most susceptible to the impact of artificial intelligence. Since the launch of ChatGPT at the end of 2022, the performance of these 26 companies has remained relatively on par with the market, but since mid-May of this year, this group has underperformed the S&P 500 index by about 22 percentage points.