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These are the winners & losers of the AI scare trade
Market Intelligence Analysis
AI-Powered
Why This Matters
Investors are favoring AI infrastructure over software, leading to a shift in market sentiment due to the 'AI scare trade'. This trend is causing volatility in US stocks. The impact is being felt across various sectors.
Market Impact
Market impact analysis based on bearish sentiment with 80% confidence.
Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Investors have been favoring artificial intelligence (AI) infrastructure while pulling back from software (IGV), as US stocks (^DJI, ^IXIC, ^GSPC) navigate renewed volatility. Yahoo Finance Senior Reporter Ines Ferré chats with Market Domination host Josh Lipton about what's driving the AI "scare trade" and which sectors are and aren't benefiting from it. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Original article published by
Yahoo Finance
on February 26, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.