As we kick off 2026, it's likely the sector rotation that began in December 2025 will continue. Some investors believe that many of the best-performing stocks of 2025, notably artificial intelligence (AI) stocks, are simply overvalued.
This belief extends beyond concerns about an AI bubble and falls into the category of value for the price. Many growth-oriented technology stocks simply feel overvalued and may require a correction before their valuations become attractive again.
