The Smart Money Is Sending a Mixed Signal on AI Stocks

August 2026’s AI-stock trade has cooled, and the “smart money” read is uneven across the biggest names in the space. NVIDIA is the clearest example: 24/7 Wall St. sets a price target of $268.36, implying about 25% upside from a stated $214.72 level, while also saying momentum has slowed. Shares are down 4.64% over the past week but up 15.27% year to date and 935% over five years. The mix includes a put/call ratio of 0.60 overall and 1.29 for December 2026, with analyst and options signals diverging.