Global marketsUpdated 2h ago

Investors turn to defensive stocks as AI jitters grow.

As the AI trade gets more volatile, some investors are looking for somewhere steadier to put their money: traditional companies, defensive stocks and value shares. Bloomberg describes investors growing tired of the whiplash and seeking solace in value stocks. The Financial Times says consumer staples and healthcare are among the sectors expected to perform strongly, as investors fret about future tech earnings. That’s a change in appetite, not a verdict on whether the AI bull market is over.

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Coverage started November 10