---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42201368.md"
description: "Bank of America strategists warn investors to consider defensive sectors such as consumer staples and pharmaceuticals if AI spending proves unsustainable. They believe that with the emergence of cheaper models and customer resistance to higher prices, AI profitability may decline. Although optimistic forecasts from Micron and Qualcomm have boosted market sentiment, strategists say that if AI trading weakens, bonds and defensive stocks may perform better."
datetime: "2026-06-25T14:18:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42201368.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42201368.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42201368.md)
author: "[割麻了](https://longbridge.com/en/profiles/14430749.md)"
---

# Bank of America strategists warn investors to cons…


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