""This AI revolution is just beginning today, and we believe tech stocks and the AI winners should be bought, given our view that this is Year 3 of what will be a 10-year cycle of this AI revolution build-out," he writes. "We expect tech stocks to be up another 20% in 2026 as this next stage of the AI revolution hits its stride.""
"Gartner sends up a red flag about people's growing dependence on chatbots and their automatic acceptance of whatever those devices spew out. Through 2026, the analytics firm predicts, there will be an " atrophy of critical-thinking skills due to Gen AI use." That, it says, will push half of global organizations to require "AI-free" skills assessments. "As automation accelerates, the ability to think independently and creatively will become both increasingly rare-and increasingly valuable," Gartner writes."
ChatGPT and other AI systems dramatically increased user adoption in 2025, with ChatGPT weekly users doubling by October. Analysts predict continued growth in 2026, with some forecasting a multi-year AI expansion and rising tech stock gains. Projections include broader corporate deployment, global expansion, and an eventual rise in robotics usage. Countervailing concerns warn that heavy generative-AI reliance could erode critical-thinking skills, prompting many organizations to adopt AI-free skills assessments. The combined trajectory points to stronger AI-driven markets alongside heightened emphasis on preserving independent and creative human thinking.
Read at Fast Company
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