Where Investors Are Going to Escape AI

Investors are increasingly shifting funds away from AI-related stocks into more traditional sectors such as insurers and small-cap companies. This trend is highlighted by the performance of the Goldman Sachs SPXXAI index, which excludes companies with significant AI revenue or infrastructure exposure. Since June, the non-AI index has risen 8.7%, outperforming the S&P 500's 1% gain, though the S&P 500 still leads in overall gains.

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