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Full article on Yahoo Finance
Wall Street’s Latest Bet Is on ‘HALO’ Companies With AI Immunity
Market Intelligence Analysis
AI-Powered
Why This Matters
Investors are shifting their focus from tech companies to 'HALO' companies, such as McDonald's and Exxon Mobil, which are perceived to be less vulnerable to the AI revolution. This shift has led to a surge in the S&P 500 sectors for industrials, materials, utilities, and consumer staples. The tech sector, on the other hand, has seen a decline.
Market Impact
Market impact analysis based on bullish sentiment with 85% confidence.
Sentiment
Bullish
AI Confidence
85%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
After a three-year love affair with anything related to artificial intelligence, U.S. investors are flocking to the factory owners, fast-food restaurants and commodity companies that have seemingly strong odds of surviving the technological revolution intact. The winners include McDonald’s Exxon Mobil and tractor maker Deere Left behind are the perceived potential victims of the AI revolution, a list that has ranged from wealth managers to software firms. In the past month, the S&P 500 sectors for industrials, materials, utilities and consumer staples have surged ahead of the overall index, while information technology has slid and the Magnificent Seven tech giants— Alphabet Amazon Apple Meta Microsoft Nvidia and Tesla —have languished.
Original article published by
Yahoo Finance
on February 22, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.