Everyone Is Rotating Out of Artificial Intelligence (AI) Stocks. Here's Why That Could Be a Costly Mistake in 2026.

Author finds that while many AI stocks remain overpriced, a meaningful subset is fairly valued relative to future earnings, supporting a bullish stance rather than alarm. Practical takeaway: favor selective exposure to AI names with credible earnings prospects instead of broad avoidance.

Analysis

Author finds that while many AI stocks remain overpriced, a meaningful subset is fairly valued relative to future earnings, supporting a bullish stance rather than alarm. Practical takeaway: favor selective exposure to AI names with credible earnings prospects instead of broad avoidance.