In 2026, an S&P 500 index excluding AI-related stocks briefly outperformed the traditional S&P 500, reaching a 12.4% gain compared to the benchmark's 12%. This shift followed a sharp selloff in AI-linked tech stocks, which make up about 45% of the S&P 500 and have recently declined. Investors are rotating into defensive sectors like consumer staples, health, utilities, and energy, while some analysts recommend focusing on non-AI companies for diversification and risk management. Companies like Berkshire Hathaway and healthcare giant Eli Lilly are seen as resilient options amid the tech sector's volatility.
As investors shift away from AI stocks, some are turning to defensive and industrial sectors. On Pluang, Eli Lilly (LLY) in the health sector trades at USD 1,282.79 with a 1-day gain of 0.73%, while Bloom Energy (BE) in industrials is up 7.86% at USD 208.50 as of Oct 26, 2026 23:21 WIB. These moves highlight interest in companies seen as more resilient amid tech volatility.
Bloom Energy reported a strong Q3 with 138% sales growth and improved operating leverage, raising its full-year sales guidance to $4.4–$4.6 billion and non-GAAP EPS to $3.10–$3.40. Despite these positive results, shares fell due to investor worries a...
Bloom Energy's stock rose 7% following a sharp post-earnings drop after reporting a blowout quarter with revenue more than doubling, driven by demand from AI data centers and hyperscalers. Despite the strong sales and raised revenue outlook, the comp...
Bloom Energy reported a 138% increase in Q3 revenue to $1.24 billion, driven by a 179% rise in product revenue to $1.07 billion, reflecting strong manufacturing scale and operating leverage. The operating margin expanded sharply to 23.1%, signaling i...
Bloom Energy reported strong third-quarter results with sales and profits exceeding expectations, leading to an upward revision of its full-year guidance for the third consecutive quarter. Despite these positive financials, investor sentiment has sou...
Bloom Energy reported impressive Q3 2026 results and raised its guidance for Q4, driven by growing demand for its fuel-cell power solutions in data centers. The company is expanding capacity rapidly, aiming for over 5 GW and potentially $20 billion i...
