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Down 50% and Climbing Again: 3 AI Stocks Rebuilding After Brutal Pullbacks
Author: Bridget Bennett. Article Published: 10/1/2026.
Key Points
- Palantir Technologies has rebuilt an uptrend after a drawdown that exceeded 50% from its 2025 peak
- ServiceNow lost ground on one quarter of soft projections and has since returned to a bullish rating
- Advanced Micro Devices is gaining on demand for a second source of AI chips alongside NVIDIA
- Special Report: One Company Spared After Renewable Credits Get Cut.
Being right about a technology and being right about its stock price are two different trades. AI investors learned that distinction the hard way over the past year.
Palantir Technologies (NASDAQ: PLTR) gave back more than half its value from its 2025 peak. ServiceNow (NYSE: NOW) was taken apart after a single quarter of soft guidance. Advanced Micro Devices (NASDAQ: AMD) spent a long stretch as the also-ran in a market that wanted only one chip name.
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See where to start preparing your retirement before NovemberAll three have since reclaimed their uptrends, which is the part the drawdown headlines missed.
So the question changes shape. It is no longer whether AI is real, but whether companies whose valuations have already been reset have more room to run than those printing new highs every week.
The Obvious AI Winners Are Already Crowded Trades
Marc Chaikin, founder of Chaikin Analytics, has been tracking this cycle against the 1990s tech boom. Roughly three years in, the AI trade has split into tiers.
The top tier is easy to spot, which is the problem. Dell Technologies (NYSE: DELL), SanDisk (NASDAQ: SNDK) and NVIDIA (NASDAQ: NVDA) are printing new highs, and obvious beneficiaries make for crowded entries, according to Chaikin.
His screen is narrower: companies where AI is central to the business, the market became wildly enthusiastic, prices reached an extreme and investors then had second thoughts. The names worth revisiting are those whose AI revenue kept compounding through the correction while competitors fell away. Earnings quality serves as the tiebreaker, because plenty of software names carry bullish technical ratings while questionable financials sit underneath.
CapEx Fear Is Creating Better Entry Points
The fear hanging over AI stocks has a name: capital expenditure (CapEx).
Alphabet (NASDAQ: GOOGL), Amazon.com (NASDAQ: AMZN), Meta Platforms (NASDAQ: META) and Oracle (NYSE: ORCL) are spending enormous sums on data centers, with some borrowing to fund that investment. Companies that were once nearly debt-free no longer are, and investors want to know whether the spending will translate into profits.
Chaikin's answer comes from the internet buildout. Fiber was laid faster than traffic could fill it, and the industry spent years talking about dark fiber before usage caught up. Compute presents a similar problem. Capacity could eventually outpace demand, and the market could react badly, but that point appears to be a couple of years away, in his view. In the meantime, the spending is driving an earnings wave well beyond technology, benefiting the firms that build, electrify and cool the sites.
Politics adds a second layer. Data center construction has become a live midterm issue because of electricity costs and local impacts, and that pressure could ease once the votes are counted.
His cycle work provides the timing. Midterm years tend to produce a low, and across roughly a century of data, the average move from that low to the pre-election-year peak has been about 20% over the following nine months. That points toward mid-2027. Chaikin argues that the bottom is forming now, visible in advance-decline statistics rather than in the headline S&P 500.
Data Platforms and Enterprise Software Reclaim Bullish Ratings
Palantir sits at the center of this trend. Government agencies use it to organize and access data they already hold, and the company currently has strong political backing.
That exposure cuts both ways. After a series of 2025 peaks, headlines linking data software to strikes during the Iran conflict painted the stock with a broad brush, and the drawdown exceeded 50%.
Chaikin's rating turned neutral during the decline and has since become bullish again. The stock is up more than 60% over three months, with an uptrend rebuilt while the price remains well below its previous high.
The moat argument is less exotic than it sounds. Once software is embedded in a corporate or government workflow, removing it is expensive, as Salesforce (NYSE: CRM) and Adobe (NASDAQ: ADBE) demonstrated when both sold off sharply and then continued operating.
ServiceNow ran a quieter version of the same script. Its suite handles support systems and integration for corporate America, and the company is now using AI within its own products to make them more efficient and less expensive for subscribers.
One quarter of downbeat projections was enough to knock the stock down, because the market prices stocks roughly six months forward.
The rating is bullish again, and the uptrend is back in place.
What matters next is whether attached AI revenue continues growing fast enough to support the multiple. For Palantir, its high beta means a 20% market move can translate into a considerably larger move in either direction.
A Second Source of AI Chips Becomes a Government Priority
Advanced Micro Devices broke the pattern by moving straight to new highs.
Buyers of AI compute have decided they do not want a single chip supplier, and NVIDIA has been that supplier. AMD, long cast as the tortoise while it fought Intel (NASDAQ: INTC), crossed a trillion-dollar valuation on the strength of its position as a credible second source.
There is a less-covered piece as well. AMD is central to a federally funded program that has been three years in development and is now live, linking supercomputers across national labs from Oak Ridge in Tennessee to Lawrence Livermore in California for energy and medical research.
Chaikin's team flagged the name roughly six weeks ago after a 12% pullback, when money flow was strong, the rating was bullish and the stock was short-term oversold. It has gained about 30% since then, creating an obvious problem for anyone arriving now. The approach is not to pay new-high prices but to wait for the 5%-8% pullbacks that a volatile name like this delivers regularly.
Rebuilt Uptrends Matter More Than New Highs Right Now
What connects these three is not the AI label. It is the sequence: a real revenue stream, a violent repricing and then a rebuilt uptrend that most investors have not yet registered.
The setup depends on compute demand staying ahead of compute capacity and earnings continuing to arrive on schedule. It does not depend on any of the companies quickly reclaiming their old highs, nor does it require the hyperscaler CapEx debate to be resolved this year. It does require the midterm low to hold.
The risk is that overcapacity arrives early or that political resistance to data centers outlasts the election. The upside is a second buying wave in names that have already absorbed a correction that the market's AI leaders have not.
Stay focused on whether compute demand continues to outrun capacity, because that will determine how much of this earnings wave remains.
Readers can see Marc Chaikin's latest Power Gauge warning and stock alerts to follow how his ratings shift as the underlying data changes.
These 3 Stocks Sit at the Center of NVIDIA’s Cybersecurity Push
Author: Thomas Hughes. Article Published: 9/20/2026.
Key Points
- NVIDIA CEO Jensen Huang identified cybersecurity as the next major growth market, citing AI-driven code expansion and machine-speed attacks that outpace legacy defenses.
- NVIDIA is embedding cybersecurity tools like Morpheus, DOCA, and Nemotron into its ecosystem through expanding partnerships with CrowdStrike, Cisco Systems, and Palantir.
- CrowdStrike, Cisco, and Palantir have each posted accelerating growth and positive analyst sentiment, with rising price targets reflecting their expanding roles in AI-driven security.
- Special Report: One Company Spared After Renewable Credits Get Cut.
NVIDIA (NASDAQ: NVDA) CEO Jensen Huang gave cybersecurity his seal of approval, calling it the next major growth market. His comments align with a growing number of indicators suggesting an inflection point is ahead. In his view, as in the view of many others, AI automation is driving an exponential increase in the amount of code that must be scanned. That does not include the need to secure AI modeling facilities and the data AI relies on, or the impact of agents that can hallucinate and run amok.
Huang’s key point is the need for continuous monitoring and persistent defense. This is not just about increased attack traffic but also about speed. Machine-driven attacks move at lightning-fast speeds, adapt quickly, seek out vulnerabilities, and exploit them before legacy security systems know what is happening—if they ever figure it out.
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Click here to see Jason Bodner's free AI stock pickWhile NVIDIA is not a traditional cybersecurity play, it is integrating cybersecurity capabilities into its ecosystem. Its tools include NVIDIA Morpheus for processing and analyzing real-time telemetry, NVIDIA DOCA, which helps systems isolate security issues, and NVIDIA Nemotron, a family of AI models that power agentic automation. To that end, cybersecurity is a key focus of NVIDIA’s investments, as shown by its expanding partnerships with CrowdStrike (NASDAQ: CRWD), Cisco Systems (NASDAQ: CSCO), and Palantir (NASDAQ: PLTR).
CrowdStrike: The No. 1 Partner in AI-Driven Cybersecurity
Huang called CrowdStrike NVIDIA’s No. 1 cybersecurity partner. The two companies are working to integrate CrowdStrike’s proprietary data and security capabilities with NVIDIA’s Nemotron-based automation. This full-stack collaboration is designed to meet the needs of the most advanced AI data centers, which could bear the brunt of cyberattacks.
The goal—and one that is already producing results—is real-time monitoring, oversight, and compliance, with response speeds capable of matching the most sophisticated attacks. The system includes a pair of models that play offense and defense against each other, improving their capabilities before new threats arise. According to CrowdStrike, custom enterprise models built on the technology have a 29% better detection rate and six times faster remediation speeds than open-source models.
CrowdStrike’s Q2 results and Q3 guidance, along with analyst trends, highlight the opportunity for investors. The company accelerated growth to nearly 26%, outperformed expectations, and provided strong guidance, with internal metrics pointing to further acceleration in upcoming quarters. Analysts responded with numerous affirmations, several price-target increases, and a few new coverage initiations, extending the positive trends. These include broader coverage and an uptrend in price targets, with the high end suggesting another 70% upside relative to mid-September trading levels.
Cisco Systems Secures AI at All Levels of the Stack
Cisco Systems is another established cybersecurity player leveraging its experience alongside NVIDIA to secure AI. Their collaboration takes a full-stack approach, securing AI directly within the hardware and software infrastructure, from the underlying silicon to the agents running on the system. Cisco’s results also reflect strength, with accelerating growth, outperformance, and strong guidance. However, Cisco is not a cybersecurity pure play. The company is instrumental to AI infrastructure at every level, providing much of the connectivity and hardware data centers need to operate, along with the software that makes it work.
Investors need to consider the massive shift in market perception. Once viewed as a legacy hardware provider with sluggish growth at best, Cisco has emerged as an AI-critical powerhouse that also provides embedded security features. This makes it a top-tier choice for businesses and enterprises, especially hyperscalers, which are among its major clients.
Analysts rate CSCO with a consensus rating of Moderate Buy and point to an uptrend in price targets. The consensus implies about 17% upside, but the trend matters, pointing to the $165 region and 50% upside.
Palantir Sharpens Cybersecurity Focus, Integrating With NVIDIA and Cisco Systems
Palantir is a critical cog in this network, collaborating with both NVIDIA and Cisco Systems to integrate its data and telemetry into the cybersecurity framework. The key element is ontology: computer-readable information that outlines the business and operational framework, compliance requirements, and regulations that give AI context. Collectively, they’re solving the problem of sovereign AI—the need for governments, businesses, and institutions to retain complete control of their data, systems, and networks while remaining compliant. The result is a full-stack AI computing system isolated from public clouds, secure at every layer, and highly contextualized.
Palantir’s results are the strongest of all. The company not only accelerated growth but also doubled the prior year’s pace in Q2, proving naysayers wrong and demonstrating the value of its data and services. Looking ahead, growth is expected to remain robust, but estimates may underestimate the company’s strengths, given its history of outperformance, strong outlook, and accelerating cybersecurity needs. Until then, sentiment trends are strong, providing the triple tailwind of increasing coverage, firming sentiment, and a rising consensus price target.
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