Investors are shifting away from tech stocks towards safer assets amid skepticism about bold AI CapEx plans. Consumer staples and commodities are gaining appeal. Three stocks with potential upside and strong dividends are highlighted.

Consumer staples are attracting investors as the AI trade wobbles. Tech giants like NVIDIA and Oracle struggle despite robust CapEx plans. The market is showing a shift towards risk-off assets like consumer staples, with predictable sales and strong dividend returns.

Proctor and Gamble is making a technical breakout, with a 13% gain in the last month. The company’s productivity savings and revenue guidance point to potential dividend increases. Reynolds Consumer Products and Constellation Brands are also showing strong earnings and stock breakouts, with dividends and value play opportunities.

Read more at Nasdaq: 3 Consumer Staples Stocks Breaking Out This Month