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AI BUBBLE? Which AI companies will drop >60% from their peak in 2026?

Manifold·Business·ends Dec 31, 2026

As of 01:32 UTC on 20 Oct 2026, the highest-priced of the 22 markets in “AI BUBBLE? Which AI companies will drop >60% from their peak in 2026?” on Manifold are “Cerebras” at 100% (+33pp in 24h), “Oracle” at 100% and “C3 ai” at 100%. The event has M$3.1k in Manifold-reported 24-hour volume. pdata.world compares it with 21 related events on Manifold, Polymarket and Kalshi.

vol cum
M41.4k
vol 24h
M3.1k
outcomes
22
ends
Dec 31, 2026
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showing 5 of 22

Is there an AI bubble? Which AI companies are going to drop when the bubble pops? Add your own companies, preferably at least loosely AI related Peak doesn’t have to be in 2026. Any 60% drop from ATH qualifies [cleaned up description as none of the pre-2026 stuff is relevant anymore] Update 2026-02-04 (PST) (AI summary of creator comment): Price measurement: Resolution will use close prices only (not intraday prices) when determining if a company has dropped >60% from its peak. Update 2026-05-20 (PST) (AI summary of creator comment): For SAP, resolution will track the home exchange (XETRA) in Euro rather than the ADR (NYSE) in USD.

businesstechnical-ai-timelinesaieconomics-defaulttechnology-default
marketselected outcome
Cerebras
rank #1
100¢
▲ 33.3pp
24h change
vol cum
M2.5k
vol 24h
M1.8k
spread
n/a
ends
Dec 31, 2026
timeline
opened · May 19, 2026opencloses · Dec 31, 2026
Cerebras · prices over time
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