By Tim ShufeltTim Shufelt
Publication Date: 2026-03-29 20:53:00
Key Points
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Wall Street is no longer convinced AI is the boon it seemed a year ago.
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The downturn in sentiment toward AI led to shares of Microsoft, Meta, and Nvidia dropping in 2026.
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Several factors point to why Microsoft, Meta, and Nvidia can continue to benefit from AI, including strong sales growth.
Artificial intelligence (AI) has been a tsunami propelling many tech stocks skyward in recent years, including Microsoft(NASDAQ: MSFT), Meta Platforms(NASDAQ: META), and, of course, Nvidia(NASDAQ: NVDA). The picture has changed in 2026.
AI is no longer seen as the tide that raises all boats. There will be losers in the artificial intelligence era, causing many stocks to fall across industries such as cybersecurity and software-as-a-service. On top of that, Wall Street is questioning the justification for massive capital expenditures by tech companies.
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Consequently, shares of Nvidia are down about 7% in 2026 through the week ending March 20, while Meta fell 10%, and Microsoft dropped a staggering 21% in that time. Given the shifting AI current, what strategy should investors consider? As a shareholder in Microsoft, Meta, and Nvidia, here’s my plan for navigating these holdings.
Image source: Getty Images.
Addressing Microsoft’s share price drop
I invested in Microsoft,…