economy
February 27, 2026
The new anti-AI trade sweeping Wall Street: 'HALO'
Investors are bidding up companies with hefty real assets such as grids, pipelines and heavy machinery that are least likely to be replaced by artificial intelligence.
TL;DR
- Investors are favoring companies with significant real assets.
- Examples of these assets include grids, pipelines, and heavy machinery.
- These physical assets are seen as resistant to replacement by AI.
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