MarketWise sees AI stocks under pressure as OpenAI considers IPO delay and wealth fund proposal emerges

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03.07.2026

MarketWise sees AI stocks under pressure as OpenAI considers IPO delay and wealth fund proposal emerges — OpenAI IPO delay raises investor questions

OpenAI is reportedly considering pushing back its initial public offering until 2027, according to MarketWise.

At the same time, policymakers are reviewing a proposal that would have leading AI companies contribute equity to a public wealth fund in the U.S. This dual development is drawing new attention from investors concerned about the potential impact on share prices and sector valuation. Stocks exposed to the artificial intelligence trend may experience heightened volatility as regulatory and capital market dynamics evolve. Investors are closely watching which publicly listed names might be most affected if these proposals gain traction, with market sentiment shifting in response to the broader conversation around AI governance and monetization.

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A recent report showed X Money launching as a new digital payments platform backed by Elon Musk and attracting interest from SpaceX investors. Separately, AVGO posted record revenue and profit despite a nearly $300 billion loss in market value as investor expectations soared. Both events have contributed to increased scrutiny on emerging technology companies and their valuations.

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