“A stark contrast”: Wall Street weighs winners and losers amid AI-driven tech sell-off
Ines Ferré · Senior Business Reporter
Updated Mon, March 2, 2026 at 5:30 AM EST 3 min read
Investors rotated out of tech stocks in February, with the Nasdaq Composite (^IXIC) sinking more than 4% in the past month as concerns over how AI could disrupt well-established industries rocked markets.
But Wall Street strategists see key distinctions among certain names in tech in the near term.
“There was such a stark contrast between the earnings from Nvidia (NVDA), which we do own, and Salesforce (CRM), which we don’t own,” Nancy Tengler, CEO of Laffer Tengler Investments, told Yahoo Finance.
The strategist sees the roughly 5% pullback in Nvidia’s share price following the chipmaker’s quarterly earnings on Wednesday — along with the stock’s sideways performance so far this year — as a buying opportunity.
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