Wall Street Has Soured on Artificial Intelligence (AI). Here’s Why That’s a Buy Signal for These 2 Stocks in 2026.
https://www.aol.com/articles/wall-street-soured-artificial-intelligence-221000080.html
Publish Date: 2026-03-25 18:18:00
Source Domain: www.aol.com
Here are some key points from the article:
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AI Skepticism and Value Finding: Despite AI skepticism and a market pullback, there are still value opportunities, especially in under-the-radar companies.
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Undervalued AI Stocks:
- Clearfield (NASDAQ: CLFD): A fiber connectivity company with no debt, substantial cash, and a new product line targeting AI infrastructure. Clearfield’s NOVA Platform is designed for scaling data center infrastructure with ease as AI demand grows.
- Revenue growth: Clearfield reported 16% year-over-year revenue growth in Q1 2026 and provides a full-year guidance of $160 million to $170 million.
- Innovation: The NOVA platform offers a plug-and-play solution, simplifying the installation and expansion of fiber cables, crucial for AI-driven data centers.
- Concentrix (NASDAQ: CNXC): A business process outsourcing company that’s fallen 38% year-to-date and now trades at $26 per share. Despite recent sell-off and margin pressure, Concentrix’s new iX Hello platform applies agentic AI to customer interactions efficiently.
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Performance: Following the latest earnings release in fiscal Q1 2026, Concentrix’s operating margin dropped to 4.7% from 7.1%.
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Potential: Concentrix might become central in real customer interactions powered by AI, which could reverse its current market perception.
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Market Trends and AI Opportunities:
- The market’s rotation away from tech stocks into energy and consumer staples has pushed AI stocks towards undervalued status, especially in underappreciated companies.
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Investment Caution: Specific caution is advised regarding Clearfield as it wasn’t included on a curated list of the 10 best stocks to buy from the Stock Advisor, which has delivered market-beating returns historically.
This summary captures the main insights about under-the-radar AI opportunities amidst market skepticism.
