// AI news · 2026-10-26 · CNBC Top News
Investors Shun AI; Market Shifts to Non-Tech
Investors are shifting away from AI stocks, with a S&P 500 ex-AI index briefly outperforming the benchmark.
Published 2026-10-26 23:39 (Beijing time)Source CNBC Top NewsAuto-summarised, fact-checked against source
01Summary
Tech stocks, especially AI enablers, have underperformed amid investor skepticism. Capital is flowing into defensive sectors like consumer staples and utilities. Non-tech companies such as Eli Lilly and Viking Holdings show resilience and strong upside potential.
Summarised from the original article by an open-source model, then checked automatically: every number and English name must appear in the source. The original article is authoritative.
02Key points
- S&P 500 ex-AI briefly outperformed traditional index
- AI-linked stocks underperform; tech sector down ~7% this month
- Investors rotate into defensive sectors like consumer staples and utilities
- Non-tech companies like Eli Lilly and Viking Holdings show strong growth potential
03Source
CNBC Top News · published 2026-10-26 23:39 Beijing time
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