The Great Rotation Out of Tech May Already Be Reversing. These Are the Best Artificial Intelligence (AI) Growth Stocks to Buy Now.

1 week ago 7

Robert Izquierdo, The Motley Fool

Wed, April 29, 2026 astatine 10:20 AM CDT 5 min read

Technology stocks experienced a chaotic thrust successful the archetypal 4th of 2026. Artificial quality (AI) went from a catalyst boosting stock prices to a origin for the "Great Rotation" distant from the assemblage this year. Wall Street became acrophobic that AI mightiness dismantle existing concern models of respective companies, peculiarly those successful the software-as-a-service (SaaS) sector.

With the accomplishment of Q2, the Great Rotation already appears to beryllium over. The tech-heavy Nasdaq Composite achieved a grounds precocious adjacent connected April 15 and an intraday precocious connected April 24 aft plunging into correction territory successful Q1.

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Even so, immoderate large companies enjoying maturation acknowledgment to AI stay disposable astatine charismatic prices. Three stocks successful this campy are Salesforce (NYSE: CRM), Workiva (NYSE: WK), and SentinelOne (NYSE: S).

An AI-powered robot holds a integer  barroom  illustration  showing an upward trendline.

Image source: Getty Images.

Reasons to see Salesforce banal

Wall Street sees AI agents taking implicit the enactment of lawsuit work representatives, 1 of Salesforce's cardinal markets. This was a origin successful investors dumping the company's shares during the Great Rotation.

AI is expected to importantly alteration the lawsuit work sector, but Salesforce has already taken enactment to support its relevance with clients. It unveiled its ain AI agents done the Agentforce marque successful 2024. In fact, it's actively helping clientele follow AI.

Accelerating AI adoption means customers don't request to permission Salesforce to bring the exertion to their organizations. Moreover, the company's AI not lone helps clients trim costs and amended efficiencies, it besides helps to turn revenue. Salesforce is utilizing AI agents to travel up connected income leads that were erstwhile ignored owed to a deficiency of manpower.

The tech titan's efforts are paying off. It announced grounds gross of $11.2 cardinal for its fiscal 4th fourth 2026, ended Jan. 31, up 12% twelvemonth implicit year. In a motion that customers are embracing its AI offerings, Agentforce adoption is rising quickly; the fig of accounts utilizing AI jumped 50% successful Q4 compared to Q3.

Why Workiva banal is simply a bargain

Workiva's bundle level helps businesses with fiscal reporting and compliance with regulatory requirements. The Great Rotation punished the institution arsenic shares plunged astir 40% twelvemonth to day done April 27. The sell-off was driven by the fearfulness that AI would disrupt Workiva's SaaS-based business.

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