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:
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:
Institutions know this, which is why they’ve been buying Corning for a while:
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:
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:
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:
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:
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:
The smartest investors continue to ride the NVDA wave. When shares drop, they’ve proven to be wise buys over time.
Spot the Biggest Trends
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Disclosure: at the time of publication, the author holds no positions in GLW, AVGO, AAPL, or NVDA.
