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Defensive stocks

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Latest Defensive stocks stories

• Chip weakness may signal fading AI profitability as defensive stocks rise

  Weak chip prices may be challenging expectations for semiconductor EBIT margins to rise from 42% in 2026 to 49% in 2027. Defensive-sector leadership and weak market breadth also point to fading risk appetite.

  Oct 15, 2026, 2:40 AM EDT · Insights & Views