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Barchart
Pathikrit Bose

Ignore Wall Street’s ‘Anti-AI’ Mode and Keep Buying These 3 Stocks

Ray Wang Nvidia TSMC NVDA Taiwan Semiconductor Cisco Cisco Systems CSCO TSM

Ray Wang, the founder of technology research and advisory firm Constellation Research, believes that enough is enough with the selloff in tech stocks. After a stellar 2025, when artificial intelligence (AI) and the companies associated with the revolutionary tech were celebrated, 2026 has suddenly seen a turnaround as skeptics gawk at the capital expenditures that hyperscalers have earmarked for this year.

While tthe biggest exchange-traded fund (ETF) covering the “Magnificant Seven” stocks — the Roundhill Magnificent Seven ETF (MAGS) — is down 7% so far this year, the iShares Expanded Tech-Software Sector ETF (IGV) has seen an even sharper downturn of 22% in 2026. 

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