2 Artificial Intelligence (AI) Stocks That Won in 2025 Are Losing in 2026. Why This Is a Buying Opportunity | The Motley Fool

2 Artificial Intelligence (AI) Stocks That Won in 2025 Are Losing in 2026. Why This Is a Buying Opportunity | The Motley Fool

By Geoffrey Seiler
Publication Date: 2026-04-08 16:05:00

The market produced many artificial intelligence (AI) stock winners in 2025, as the S&P 500 index soared to new heights. However, it has been a different story in 2026, with many of these stocks stumbling through the first quarter of the year.

While not every AI stock that outperformed in 2025 deserved to, the reverse is true this year, in that not every stock that has fallen has done so for good reason. And that is where the big opportunity lies.

With the onset of the war with Iran and fears of peak AI infrastructure spending, the market has rotated out of growth stocks and into value stocks. However, as the market has shown over the past two decades, top technology growth stocks are where you want to be invested for the long term.

Let’s look at two AI stocks that outperformed in 2025 that look like buys on this 2026 pullback.

Image source: Getty Images.

1. Palantir: The AI operating system

Palantir Technologies (PLTR 7.30%) has been one of the best-performing tech stocks of the…