The AI selloff has opened a wide gap between share prices and Wall Street’s expectations. Some of the stocks below have lost nearly half their value in 30 days, while their average analyst targets still imply gains well above 50%. It sounds like an opportunity but can also mean the market has moved faster than the research notes.
The selloff has punished AI capacity builders and hardware suppliers particularly hard. Between September 23 and October 23, Cerebras lost 46.0%, CoreWeave fell...
