Oracle is cited as an AI hyperscaler that is increasingly investing in capital-intensive data centers.
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What are "HALO" stocks?
Killik & CoMar 15, 2026
The creator discusses the "HALO" stock acronym (Heavy on Assets, Low chance of Obsolescence) coined by Josh Brown, which describes defensive, old-economy companies potentially unaffected by AI disruption. While acknowledging the rationale behind avoiding AI-exposed stocks due to capital expenditure concerns and disruption risks, the creator advises against a wholesale shift into HALO stocks, advocating for a balanced, diversified portfolio that considers market cycles rather than fads. The creator highlights that geopolitical events like the Middle East conflict can impact oil prices and inflation, potentially benefiting sectors that might be considered "AI hyperscalers" or indirectly affected by AI, thus underscoring the need for balance.
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Microsoft is mentioned as an example of an AI hyperscaler that is becoming capital-intensive due to data center investments.
Ritholtz Investment Management is mentioned as the company where Josh Brown, who coined the HALO stock acronym, is CEO.
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