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Utility stocksInsider
•82% Informative
More analysts are recommending "defensive" shares over AI plays as macro conditions change.
Utilities , a classic defensive sector, are going toe-to-toe with tech this year .
Morgan Stanley's Mike Wilson last week called the AI theme "overcooked" and said investors should shift to defensive shares.
Hirtle Callaghan: Some of the S&P 500's more boring companies are at the heart of the defensive theme.
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