2 Stocks to Sell ASAP as OpenAI Rolls Out Ads on ChatGPT
Yahoo Finance·2026-02-17 14:00

Group 1: Disruption by Generative AI - Generative AI, exemplified by ChatGPT, has rapidly evolved from a novelty to a productivity tool since its release in November 2022, significantly impacting workflows and analysis [1] - Similar to the effects of ridesharing on the taxi industry and streaming services on cable television, generative AI poses a threat to established businesses by potentially diverting revenue [2] Group 2: Vulnerable Companies - Wedbush Securities has identified Pinterest (PINS) and Maplebear (CART), which operates Instacart, as particularly vulnerable to the impact of ChatGPT, especially with OpenAI testing an advertising platform [3] - OpenAI's advertising initiative aims to maintain user trust while exploring monetization, which could lead to a loss of advertising revenue for Pinterest and Instacart [3] Group 3: Pinterest (PINS) Overview - Pinterest operates as a hybrid social media platform and advertising network, allowing users to post and organize photos, known as Pins, on their profiles [4] - Over the past year, Pinterest's stock has declined by 61%, contrasting with a 12% gain for the S&P 500, despite a revenue increase to $4.22 billion in 2025, up 16% year-over-year; however, net income plummeted by 78% from $1.86 billion to $416.8 million [5]

2 Stocks to Sell ASAP as OpenAI Rolls Out Ads on ChatGPT - Reportify