Investors Rotate Into Quality Stocks as AI Trade Wobbles, Barclays Data Show

With anxiety mounting over the durability of the AI trade, investors are beginning to retreat to a more staid corner of the market—companies with sturdy balance sheets and steady earnings—according to data tracked by Barclays Plc. The so-called quality factor has quietly become the strongest performer among the bank's eight monitored equity factors, outpacing the market's high-flying momentum names just as chip stocks stumble.