How Are the AI-Immune HALO Stocks Doing in 2026?
Key takeaways
- Matthew Benjamin, The Motley Fool Sat, May 9, 2026 at 10:05 PM GMT+7 4 min read IBM NVDA INTC ANTH.PVT In February, I wrote about so-called HALO stocks -- stocks of companies with heavy assets and low obsolescence.
- The idea of HALO stocks arose in reaction to a Feb. 23 announcement by AI start-up Anthropic that its Claude Code tool could modernize the COBOL programming language, a major asset of International Business Machines.
- Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need.
Matthew Benjamin, The Motley Fool Sat, May 9, 2026 at 10:05 PM GMT+7 4 min read IBM NVDA INTC ANTH.PVT In February, I wrote about so-called HALO stocks -- stocks of companies with heavy assets and low obsolescence. This was an emerging category of companies that, in theory, should be immune to replacement by artificial intelligence (AI).
The idea of HALO stocks arose in reaction to a Feb. 23 announcement by AI start-up Anthropic that its Claude Code tool could modernize the COBOL programming language, a major asset of International Business Machines. That sent IBM s shares down 13% in a day, the stock s worst single-day loss since 2020.
Will AI create the world s first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »