According to CNBC, Goldman Sachs recommends health care and consumer staples stocks as defensive options for investors concerned that the artificial intelligence trade could weaken. Analysts led by Ben Snider said rising capital costs have lowered equity market growth expectations, and the bank’s Cyclicals vs. Defensives pair fell 6% during the past two weeks. Goldman estimates AI capital spending currently accounts for about half of S&P 500 earnings growth, but expects its contribution to diminish as spending growth slows. Tyson Foods, a consumer staples company, had an 11% trailing four-quarter free cash flow yield, the highest among stocks in Goldman’s screen; its shares fell nearly 17% over the past six months and yielded 3.72%. CVS Health had a 9% free cash flow yield. Its shares rose 15% for the year but fell 15% in the past three months, and its dividend yield was 2.88%.