Bullish for the S&P 500
Non-AI Sectors Earnings Diversification
Stable
Steady attention in S&P 500 coverage, without a clear trend.
Updated 14 October 2026
The bullish argument: Consumer staples, healthcare, and financials sectors offer high earnings growth potential with low correlation to AI mega-cap stocks, making them attractive alternatives
How attention has changed
0% of S&P 500 coverage
Rolling 3-day share · as of 14 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-15 | 0% |
| 2026-09-16 | 0% |
| 2026-09-17 | 0% |
| 2026-09-18 | 0% |
| 2026-09-19 | 0% |
| 2026-09-20 | 0% |
| 2026-09-21 | 0% |
| 2026-09-22 | 0% |
| 2026-09-23 | 0% |
| 2026-09-24 | 0% |
| 2026-09-25 | 0% |
| 2026-09-26 | 0% |
| 2026-09-27 | 0% |
| 2026-09-28 | 0% |
| 2026-09-29 | 0% |
| 2026-09-30 | 0% |
| 2026-10-01 | 0% |
| 2026-10-02 | 0% |
| 2026-10-03 | 0.7% |
| 2026-10-04 | 0.8% |
| 2026-10-05 | 1.2% |
| 2026-10-06 | 1.9% |
| 2026-10-07 | 0.6% |
| 2026-10-08 | 1.3% |
| 2026-10-09 | 0.7% |
| 2026-10-10 | 0.6% |
| 2026-10-11 | 0% |
| 2026-10-12 | 0% |
| 2026-10-13 | 0% |
| 2026-10-14 | 0% |
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The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
Recent coverage
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CNBC · Published 7 Oct 2026
Here comes third-quarter earnings season. Booming profits could propel the S&P 500 to new heights
In coverage record: 8 Oct 2026
“Critically, earnings growth is broadening beyond the Mag-7. While those companies are expected to notch an average 20% growth, the other 493 stocks in the S&P 500 are forecast to deliver 27% year-over-year gains, according to Russell Investments.”
Read article -
CNBC · Published 7 Oct 2026
These bargain stocks will shine when AI trade falters, says Ariel's John Rogers
In coverage record: 8 Oct 2026
“So many world-class consumer brands [are] selling at less than 10x next year's earnings. I've never really seen that in this last 20, 30 years”
Read article
Earlier coverage
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Seeking Alpha · Published 5 Oct 2026
I'm Betting On The S&P 500 Hitting 10,000
In coverage record: 6 Oct 2026
“I am particularly bullish on the earnings that megacap stocks are bringing in.”
Read article -
CNBC · Published 2 Oct 2026
Friday's rally in the S&P 500 might not be enough, but Linde is out of this world
In coverage record: 3 Oct 2026
“as faster-growing end markets like space and electronics become a larger part of the overall business, we expect Linde to return to the double-digit earnings growth it has historically been known for”
Read article -
Business Insider · Published 25 Aug 2026
BofA Says Buy These 16 Growth Stocks to Diversify Away From AI Trade
In coverage record: 26 Aug 2026
“The stocks fall within the S&P 500's consumer staples, healthcare, and financials sectors, which have generally not traded as AI plays yet. The stocks also have five-year projected earnings-per-share growth in the top quintile of the S&P 500.”
Read article