One of the market's hottest stock themes is buying everything AI can't replace
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, coined the term HALO as a way to identify companies immune to AI disruption. Many HALO stocks are outperforming this year, such as FedEx, ExxonMobil, and Coca-Cola, as enterprise software names like Adobe, ServiceNow, and Salesforce test 52-week lows.
CNBC5/17/2026Neutral