Wall Street Has Soured on Artificial Intelligence (AI). Here's Why That's a Buy Signal for These 2 Stocks in 2026.
2026-03-25 18:10:00 ET
Most good investments start when the crowd is moving in the opposite direction of what you are buying. Right now, it feels like Wall Street is punishing anything with "AI" in the pitch deck, rotating out of tech into energy and consumer staples, and convincing itself the party is over.
I'll be honest. I don't mind seeing this artificial intelligence (AI) pullback . I've been saying for a while that AI stock valuations have gotten ahead of themselves. To be clear, that doesn't mean AI isn't real or durable -- it absolutely is -- but the level of hype, aggressive funding rounds, and stretched multiples was getting a bit excessive.
That said, being skeptical of all the hype doesn't mean value isn't present. As capital rotates and sentiment cools, opportunities start to show up in places the market isn't paying attention to.
NASDAQ: CLFD
CLFD Trading
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