Investors are keenly watching the burgeoning addressable markets in artificial intelligence (AI), with PwC estimating a potential $15.7 trillion boost to the global economy by 2030. Key beneficiaries of this AI revolution include Nvidia, which recently became the first public company to exceed a $5 trillion market cap, and Palantir Technologies, whose shares have surged 2,760% in 2023. However, historical trends suggest that overly optimistic scenarios may lead to caution for these companies by 2026. The excitement around AI could be tempered by volatility, reminding investors to stay vigilant.
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