2 AI Stocks That Could Go Parabolic

Dividend stocks and defensive sectors have dramatically outperformed as investors flee AI-vulnerable and AI-spending industries, but valuations now appear stretched. Consumer staples and energy sectors trade at historically high forward P/E multiples, often exceeding the S&P 500, despite lower long-term earnings growth prospects. Materials and industrials have also become extended, with valuations reflecting significant future earnings already priced in, especially given AI infrastructure spending.

While the improving mortgage market trend is likely to support the Zacks REIT and Equity Trust industry, companies like ARI, EFC and NREF are poised to gain.

CNBC’s Kate Rogers joins ‘Fast Money’ to talk what to expect out of the restaurant sector in 2026.