Two stock picks to capitalize on Wall Street’s misguided AI fears

Oct 26, 2026 5:47 PM · MarketWatch

A cycle of rising interest rates can cause money to move from the stock market, no matter how well the economy is performing. But investors need to look past gloomy daily headlines and consider what’s really going on when selecting stocks for long-term growth.

Despite turmoil in the artificial-intelligence space over the past several months, Sowmdeb Sen, a senior portfolio manager at Silvant Capital Management in Atlanta, said there are still excellent investment opportunities. “The key metrics we monitor for AI are actually accelerating,” he said during an interview with MarketWatch.

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Original source: MarketWatch