The Artificial Intelligence (AI) Sell-Off Has Gone Too Far. Here Are the Stocks I'd Buy Before the Market Figures It Out.
2026-04-02 00:20:00 ET
Artificial intelligence (AI) stocks have lost their luster in recent months, which seems surprising given that companies in this sector have been reporting strong growth quarter after quarter.
The poor performance of AI stocks explains why the tech-focused Nasdaq Composite index has slipped 11% over the past three months. The war in the Middle East, the rising probability of a recession, and higher fuel prices have dented investor confidence in the stock market this year, and AI stocks have borne the brunt.
However, it will be worth looking past the noise. AI companies continue to grow at a terrific pace, driven by heavy infrastructure investments in data centers and by customer adoption of this technology. Also, their valuations are now relatively cheaper due to the sell-off. With AI expected to contribute a whopping $22.3 trillion to the global economy by 2030, according to IDC, I would treat the recent pullback in AI stocks as a buying opportunity.
NASDAQ: PLTR
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