Meta, Microsoft and Palantir: these popular AI plays are -16%, -26% and -36% YTD – an opportunity for bargain hunters?

After years of market leadership, all three companies  – Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), Palantir Technologies (NASDAQ:PLTR) – have suffered sharp corrections in 2026, albeit for different reasons. Rather than signalling deteriorating businesses, the sell-off has largely reflected investors reassessing valuations, or valuation compression rather than deteriorating fundamentals, as they balance the enormous cost of … Continue reading Meta, Microsoft and Palantir: these popular AI plays are -16%, -26% and -36% YTD – an opportunity for bargain hunters?