The Rise of “AI-Resistant” Stocks vs. Traditional AI Growth Plays
Why Investors Are Rotating Into Defensive Sectors Like Staples and Utilities For the past several years, artificial intelligence has been the market’s gravitational center. Capital poured into semiconductor leaders, hyperscalers, and software companies positioned at the heart of the AI revolution. Earnings multiples expanded. Momentum accelerated. Optimism felt structural. But in 2026, something more nuanced […]