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Wall Street's AI Shift: Analysts Highlight Six Recovery Stocks

2/26/2026

Summary

Story summary

AI has shifted from a favored asset on Wall Street to a bearish influence, causing declines, especially in internet stocks.
Jefferies analysts say the sell-off is unwarranted and highlight six companies for recovery: Airbnb, Carvana, DoorDash, Disney, Roku, Spotify.
CEOs expressed confidence in resilience against AI disruption.
Airbnb's chief executive officer emphasized the unique customer experience it offers.
Disney's chief executive officer noted AI's potential to enhance creativity and engagement.

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Story summary

AI has shifted from a favored asset on Wall Street to a bearish influence, causing declines, especially in internet stocks.
Jefferies analysts say the sell-off is unwarranted and highlight six companies for recovery: Airbnb, Carvana, DoorDash, Disney, Roku, Spotify.
CEOs expressed confidence in resilience against AI disruption.
Airbnb's chief executive officer emphasized the unique customer experience it offers.
Disney's chief executive officer noted AI's potential to enhance creativity and engagement.