The "Great Rotation" Out of Artificial Intelligence (AI) Stocks Has Arrived. Here's What Smart Money Is Buying Instead.

AI stocks have been volatile and sold off amid economic concerns in early 2025 and so far in 2026, prompting investors to rotate toward more defensive dividend stocks. The piece signals a risk-off shift in positioning rather than a specific company event. Market impact is limited but relevant for sentiment around high-growth tech and dividend payers.

Analysis

AI stocks have been volatile and sold off amid economic concerns in early 2025 and so far in 2026, prompting investors to rotate toward more defensive dividend stocks. The piece signals a risk-off shift in positioning rather than a specific company event. Market impact is limited but relevant for sentiment around high-growth tech and dividend payers.