Jefferies Says the AI Scare Trade Is Overdone, and Flags 6 Stock Picks Set up to Win as the Panic Fades

Jefferies says the AI scare trade is overdone, and flags 6 stock picks set up to win as the panic fades

Spencer Platt/Getty ImagesJefferies analysts say the market's dire fears of AI disruption are overblown. Analysts flagged a handful of internet stocks that they see as insulated from the panic. Airbnb and Disney are among the stocks Jefferies thinks are well-positioned to gain.AI has gone from Wall Street's favorite trade to bearish catalyst in short order, but not everyone on Wall Street is convinced the panic is warranted. After a viral note f…

When the AI Hype Fades: Wall Street’s Smartest Stock Picks for the Post-Panic Market of 2025 and Beyond

The artificial intelligence trade that defined Wall Street for the better part of two years is showing cracks. After a relentless run-up in semiconductor and mega-cap technology stocks, a growing chorus of analysts and portfolio managers is warning that the easy money in AI has already been made — and that the next wave of outperformance will come from companies that actually use AI to transform their businesses, not the ones selling the picks a…