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{"aggregator_url":"https://www.nasdaq. {"aggregator_url":"https://www.nasdaq.com/articles/great-rotation-out-artificial-intelligence-ai-stocks-has-arrived-heres-what-smart-money","as_of":"2026-04-12T13:46:53.258496+00:00","canonical_url":"https://www.fool.com/investing/2026/04/12/the-great-rotation-out-of-artificial-intelligence/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/great-rotation-out-artificial-intelligence-ai-stocks-has-arrived-heres-what-smart-money","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_fb2615a5b33f45e1","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/12/the-great-rotation-out-of-artificial-intelligence/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-12T13:50:20.193878+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsAI stocks nosedived amid economic concerns in early 2025 and have been volatile so far in 2026.","fetched_title":"The \"Great Rotation\" Out of Artificial Intelligence (AI) Stocks Has Arrived. Here's What Smart Money Is Buying Instead. | Nasdaq","final_url":"https://www.nasdaq.com/articles/great-rotation-out-artificial-intelligence-ai-stocks-has-arrived-heres-what-smart-money","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/great-rotation-out-artificial-intelligence-ai-stocks-has-arrived-heres-what-smart-money","source_event_id":"evt_ad1a92b07de1","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"72f2e1e42943544d","kind":"unusual_volume","published_at":"2026-04-12T12:35:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.62,"dates_mentioned":["early 2025","so far in 2026","Great Recession"],"entities":[{"asset_class":"equity","name":"Procter & Gamble","relevance":"high","symbol":"PG","type":"company"},{"asset_class":"equity","name":"Realty Income","relevance":"high","symbol":"O","type":"company"},{"asset_class":"equity","name":"Brookfield Renewable","relevance":"high","symbol":"BEP/BEPC","type":"company"},{"asset_class":"equity","name":"Nvidia","relevance":"medium","symbol":"NVDA","type":"company"},{"asset_class":"equity","name":"Intel","relevance":"medium","symbol":"INTC","type":"company"},{"asset_class":"equity","name":"Google","relevance":"low","symbol":"","type":"company"},{"asset_class":"equity","name":"Microsoft","relevance":"low","symbol":"MSFT","type":"company"}],"event_type":"other","information_gaps":["No ticker-specific unusual volume ratio vs average is provided in the text (baseline volume, volume ratio, and direction are not stated).","The signal type suggests unusual volume delta, but the article content provided does not include any volume/flow metrics or confirmation from market data.","The article\u2019s \u201csmart money\u201d framing is not backed with specific trades, volume statistics, or named buyers in the provided text.","No explicit catalyst tied to a specific ticker\u2019s volume spike is provided; the only catalyst hypothesis offered is a general rotation away from AI due to AI bubble concerns and economic volatility."],"key_facts":["The article states AI stocks \u201cnosedived\u201d amid economic concerns in early 2025 and have been volatile so far in 2026.","The article claims investors are pivoting to dividend stocks as \u201csafer investments.\u201d","The article recommends Procter & Gamble (NYSE: PG) and cites a streak of 69 annual dividend increases and a 2.9% dividend yield.","The article recommends Realty Income (NYSE: O) and cites a portfolio of over 15,500 properties, occupancy not falling below 96% during the Great Recession, a 31-year streak of annual increases, and a 5.1% dividend yield.","The article recommends Brookfield Renewable (NYSE: BEP and BEPC) and states it supports AI-related data center demand via electricity supply.","The article states BEP and BEPC represent the same entity and have the same dividend, with yield differences attributed to demand for the corporate class."],"numeric_claims":[{"label":"Dividend yield (Procter & Gamble)","value":"2.9%"},{"label":"Annual dividend increase streak (Procter & Gamble)","value":"69"},{"label":"Number of properties (Realty Income)","value":"over 15,500"},{"label":"Occupancy floor during Great Recession (Realty Income)","value":"not below 96%"},{"label":"Annual dividend increase streak (Realty Income)","value":"31-year streak"},{"label":"Dividend yield (Realty Income)","value":"5.1%"},{"label":"Dividend yield (Brookfield Renewable corporate share class)","value":"3.6%"},{"label":"Dividend yield (Brookfield Renewable partnership unit)","value":"4.6%"}],"primary_claim":"The article claims investors are pivoting away from AI stocks toward dividend stocks like PG, O, and BEP/BEPC amid concerns that an AI bubble may burst.","relevance_score":0.35,"sentiment":"mixed","source_quality":"high","summary":"The article argues that \u201csmart money\u201d is rotating out of AI stocks due to concerns about an AI bubble and economic volatility, favoring dividend-paying stocks instead. It specifically highlights Procter & Gamble (PG), Realty Income (O), and Brookfield Renewable (BEP/BEPC) as safer alternatives.","topics":["AI stocks","market rotation","dividend stocks","AI bubble concerns","economic volatility","consumer staples","net lease REIT","clean energy/data centers"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsAI stocks nosedived amid economic concerns in early 2025 and have been volatile so far in 2026.","tickers":["AI"],"title":"The \"Great Rotation\" Out of Artificial Intelligence (AI) Stocks Has Arrived. Here's What Smart Money Is Buying Instead.","url":"https://www.fool.com/investing/2026/04/12/the-great-rotation-out-of-artificial-intelligence/"}... |