Firm that correctly called the AI rally slowdown says here’s where to hide out

Whether or not the artificial intelligence trade is in a bubble, there are defensive parts of the market to hide in if it bursts, according to Capital Economics.

Why Intel’s stock is sinking toward its worst drop in two years October 29, 2026
Intel’s PC business is under pressure as memory-chip prices dent demand and as corporate IT teams have less budget for laptops.
Britney Nguyen
My abusive ex-husband promised $20,000 for our kids’ education. Now he refuses to pay. Is he legally obligated? October 29, 2026
“Before our divorce, my former mother-in-law entrusted him with $20,000 for each of our daughters to invest on their behalf.”
Quentin Fottrell
The midterms are crucial to the future of Social Security — no matter how old you are October 29, 2026
The program is expected to run out of money in the next six years, which is the same amount of time as a senator’s term.
Alessandra Malito
Our church has a $1.5 million bequest earning 3.75% in a bank account. Is inflation eroding it? October 29, 2026
“Given the size and long-term nature of this gift, we want to make sure the funds are managed prudently.”
Quentin Fottrell
Is it curtains for COLA? Saving Social Security could mean changing the cost-of-living adjustment. October 29, 2026
Several proposals consider changing the way retirees receive inflation protection. Here’s what it could cost you.
Alessandra Malito
A Starbucks turnaround is brewing — but perhaps not quickly enough October 29, 2026
The coffee chain beat expectations on a key sales metric, but its stock was still moving lower.
Bill Peters
Sandisk sees revenue nearly quintuple — and a stock split is on the way October 29, 2026
Sandisk’s stock has climbed more than 2,600% since the company separated from Western Digital 20 months ago — and it has one of the highest prices in the S&P 500.
Emily Bary
‘Fancy cars hold no appeal’: We have a 99% chance of outliving our life savings. Why not spend, spend, spend? October 29, 2026
“I’m 68, she’s 74, and we’re both in good health. We married later in life and have no children.”
Quentin Fottrell
My wife cried when I found out she had only $80,000 in her 401(k). I have $2.2 million. Am I wrong to be shocked? October 29, 2026
“When I brought up retiring last spring, she said she was ready whenever I was, and I took that to mean we were in good shape.”
Quentin Fottrell
The S&P 500 isn’t the big winner you may think it is October 29, 2026
The index’s weakness may surprise a generation of investors raised on the cult of “stocks always go up.”
Brett Arends