Wall Street execs say the AI stocks dominating the market will soon be split into winners and losers

Group 1 - Yum! Brands experienced a significant stock increase of 7% after announcing the potential sale of Pizza Hut, contrasting with a broader market decline [1] - Major stock indexes ended the day lower, primarily driven by AI-related tech stocks that had previously reached record highs [3] - Morgan Stanley CEO Ted Pick indicated that by 2026, there will be increased dispersion in stock valuations, suggesting that higher-quality companies will outperform weaker ones [4] Group 2 - Meta's stock suffered a decline after announcing plans to increase capital expenditures significantly by 2026, while Microsoft saw a milder reaction despite similar announcements [5] - The performance disparity is attributed to Meta's lack of diversification compared to its AI-focused peers, which have more stable revenue sources [6] - Companies with strong financial positions are expected to perform better during market volatility [6]