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.
