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The new anti-AI trade sweeping Wall Street: 'HALO'
Investors are bidding up companies with hefty real assets such as grids, pipelines and heavy machinery that are least likely to be replaced by artificial intelligence.
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cnbc.com
'Software will eat AI,' HSBC says. Here are the bank's top picks
Contrary to recent market jitters, HSBC expects many software heavyweights will emerge as winners as AI becomes increasingly mainstream.
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Wall Street loves this 'AI-proof retail compounder'
Bernstein and Bank of America both say this retailer is set to outperform as others are struck by AI disruption fears and renewed tariff uncertainty.
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The new anti-AI trade sweeping Wall Street: 'HALO'
Investors are bidding up companies with hefty real assets such as grids, pipelines and heavy machinery that are least likely to be replaced by artificial intelligence.
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theguardian.com
Investment in AI-resistant ‘Halo’ companies helps push UK and EU markets to record highs
Investors are shifting toward physical assets that are partially insulated from disruption, says Goldman Sachs
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Investors beware: These stocks are the most at risk from AI disruption
Jefferies found a basket of "AI risk" stocks, ranging from MongoDB to Robinhood, that could be under threat as the technology develops.