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High-Quality AI Stocks Are on Sale

By
Lucas Downey
Published: Jul 9, 2026, 19:36 GMT+00:00

There’s been market volatility lately, especially within the technology sector. The AI trade is being pressured, with some stocks losing 25% or more.

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But there’s a silver lining. For one, pullbacks are healthy. Second, a multiyear build-out is happening, meaning some high-quality AI stocks are on sale right now.

A Pause, Not a Rethink

When prices fall, it’s difficult to tell if it’s a fundamental breakdown or a short-term dip on a larger run higher. Right now, institutional action indicates a pause in the AI thesis, not a rethink.

Let me show you what I mean with three high-quality AI stocks that are on sale.

First up is Corning (GLW), a materials company that’s been supplying many hyperscaler data centers with fiber optic equipment. This $170 billion market capitalization company is up 110% in 2026 so far, even after a 30% decline:

Source: MoneyFlows.com, FactSet

Corning is worth a look because the shift from copper to glass is long. The company’s optical communications business on its own is poised for huge growth:

Source: MoneyFlows.com, FactSet

Institutions know this, which is why they’ve been buying Corning for a while:

Source: MoneyFlows.com

The next AI stock worth considering is Broadcom (AVGO), a networking chip giant with a $1.85 trillion market cap. It fell 27% recently, with its price-earnings ratio taking a big dive too:

Source: MoneyFlows.com, FactSet

Based on recent announcements, you wouldn’t think such a company should drop. For instance, it’s making custom chips for Apple (AAPL) and has other hyperscaler partnerships. It also announced a collaboration with Corning to supply data centers.

For long-term investors, this drop is like a gift. Broadcom has been an institutional favorite for years:

Source: MoneyFlows.com

It’s a top-tier company being hit hard. But like past dips, it could just be a blip on a much larger climb higher.

Finally, the third high-quality AI name on sale is NVIDIA (NVDA). This $5 trillion market cap chip giant builds the AI engines powering the whole movement.

The latest market meltdown took NVIDIA shares down nearly 20%, driving its P/E to only 18.3:

Source: MoneyFlows.com, FactSet

That’s the cheapest valuation in a decade on one of the most profitable companies in history!

In 2026, NVIDIA had sales of $215.9 billion with net income of $117 billion. Next year, net income alone is set to soar to $218.7 billion. In 2029, it’s expected to be nearly $370 billion on $686 billion in revenue:

Source: MoneyFlows.com, FactSet

MoneyFlows data showed NVDA shares had a top-rated buy signal 89 times since 2014. This institutional support is what makes stocks rise almost beyond belief:

Source: MoneyFlows.com

The smartest investors continue to ride the NVDA wave. When shares drop, they’ve proven to be wise buys over time.

Being on the right side of institutional flows is how you outperform over time.

Our approach brings you tomorrow’s winning stocks, today. It means you can spot the biggest trends developing in real-time.

If you are a Registered Investment Advisor (RIA) or a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights.

Disclosure: at the time of publication, the author holds no positions in GLW, AVGO, AAPL, or NVDA.

About the Author

Lucas Downeycontributor

Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.

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