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

The S&P 500's 7% year-to-date pullback has been largely led by artificial intelligence (AI) stocks suddenly being seen as liabilities rather than assets. Microsoft is 26% below where it ended last year, while Palantir Technologies is off by nearly 20%. IBM is down 20% since the end of 2025, and Oracle shares are 28% lower.This swell of disinterest is understandable, though. Many of these tickers were already struggling with steep valuations stemming from a little too much hype about AI's potential upside. W ...