By Juliette Saly
Publication Date: 2026-01-21 04:08:00
As this Bloomberg chart shows, a Morgan Stanley index tracking software stocks is already down 15% in 2026, while the Nasdaq 100 iIndex is flirting with all-time highs.
The release of a new AI tool has dampened sentiment, similar to the sell-off sparked in early 2025 when China’s DeepSeek entered the AI arena.
Marcus Today’s Henry Jennings says the AI selloff is starting to look like a horror show.
Code Climber
So where can you look for opportunities in the midst of the downturn?
A Rich Life’s Claude Walker says the disruption we’re seeing in AI will create more competition overall and the current downtrend presents an opportunity to snap up quality names trading at a discount.
