5 Tech Stocks Resilient to Market Bubbles to Protect Your Portfolio from an AI Downturn
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 18 2025
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Source: MarketWatch
Stock Market Reactions: Shares of chip makers AMD and Broadcom have surged due to announcements of deals with OpenAI, while Oklo Inc.'s stock has skyrocketed nearly 1,000% over the past year, driven by optimism about nuclear energy's role in AI infrastructure.
Investor Concerns: As the market focuses on future potential rather than current fundamentals, there are growing concerns among investors about the possibility of an AI bubble and strategies to safeguard their portfolios.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
