Skip to contentHome page Seeking Alpha - Power to InvestorsNov 01, 2026, 9:15 AM ETGOOG, GOOGL, META, ORCL, CRWV, SPCX, OWL, SPY, UTG, BIP, BX, KKR, QQQ, QQQI, JEPI, GPIX, MO, PFE, BIP.UN:CARoberts Berzins, CFA16.49K FollowersThe AI boom is starting to show cracks, and there are signs the market is taking that risk seriously.AI has spread into far more parts of the market than many investors realize, which leaves few places to hide.I share two retirement income picks I own that are built to hold up whatever happens with AI.Both have long dividend track records and strong balance sheets, and they may even benefit if AI stocks fall.alf255/iStock via Getty ImagesThe AI boom has started to wobble. The market has finally started to question the underlying drivers of the boom and how sustainable they are against the backdrop of trillions of CapEx, more expensive capital, and a shakyThis article was written byRoberts Berzins, CFA16.49K FollowersRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG investing certificate holder, has had an internship in Chicago board of trade (albeit, being resident and living in Latvia), and is actively involved in "thought-leadership" activities to support the development of pan-Baltic capital markets.Analyst’s Disclosure: I/we have a beneficial long position in the shares of MO, PFE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.