"A stark contrast": Wall Street weighs winners and losers amid AI-driven tech sell-off

Investors pulled back from tech stocks in February, with the Nasdaq Composite dropping over 4%. Nvidia's stock, despite a recent 5% pullback, is viewed as a buying opportunity amid rising demand for AI-capable hardware.

Wall Street strategists highlight a divide: while Nvidia is seen as undervalued, concerns loom over software firms like Salesforce as AI may disrupt traditional pricing models. Investors are cautious amid fears of rising unemployment and market instability.