According to CoinMeta, and as reported by Bloomberg, Kelly Covley, a senior investment analyst at Manning and Napier Advisors, stated that the market's dependence on AI transactions is growing. If demand begins to weaken, stocks will become more vulnerable. He pointed out that as AI expenditures gradually penetrate various industries, "the biggest test will be if there is a slowdown in revenue growth at AI laboratories." The interview was broadcast on August 24, 2026.