Marketplace · Friday, October 23, 2026
Boston College law professor Patricia McCoy warned Kai Rizdahl that retirement accounts and pensions are heavily overweighted in AI-related companies. She cautioned that if these companies miss earnings targets, investors could pull their funds, triggering a crisis similar to 2008.
“Right now, the stock market is heavily overweighted with AI-related companies. And if they miss their earnings targets because either they're – cash needs are so massive, or because down the road, the demand for AI proves to be less than expected, we could see investors pull their... investments from the AI sector.”