Artificial intelligence (AI) stocks haven’t been performing well on the market in 2025 amid the tariff-fueled turmoil that threatens to send the U.S. economy into a recession. Share prices of cloud infrastructure provider Oracle (NYSE: ORCL) are down nearly 20% so far in 2025 as of this writing, while data streaming platform provider Confluent (NASDAQ: CFLT) has dipped more than 23%. Both companies saw an uptick in their financial performances thanks to AI adoption, but the generally negative stock market sentiment is taking its toll.