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The AI sell-off is exposing the risks of betting on Wall Street’s favorite stocks

Wall Street analysts spent 2026 piling Buy ratings onto the AI build-out. The stocks they ignored have done better. The S&P 500 ( ^GSPC ) stocks with the biggest share of analyst Buy ratings have trailed those with the smallest share for most of the year, according to Piper Sandler chief investment strategist Michael Kantrowitz. Measured year over year, it's the third-worst stretch in Piper's data going back to 1995. "The Sell Side's MOST favored stocks have underperformed their LEAST favored st