Apple emerges as the ultimate defensive play in an AI-driven market

Apple Park in Cupertino, California
While many Big Tech peers chase high-risk AI growth, Apple stands out for its stability and resilience. The company is projected to grow free cash flow in 2026 — a rarity among its counterparts — positioning its stock as a defensive haven traditionally reserved for consumer staples, utilities, and healthcare names.
Nate Wolf for Barron’s:‎“No one admits they like or want to buy more AAPL,” Mizuho Securities analyst Jordan Klei