Home improvement stocks offer an AI hedge: CIO

Bill Stone, Glenview Trust CIO, says that home improvement stocks like Lowe's, Home Depot, and Sherwin Williams are long-term value bets if the AI cycle cools. Meanwhile, AI memory stocks like Micron are worth watching closely for signs of outsized profits.

Oct 15, 2026 - 09:00
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Home improvement stocks offer an AI hedge: CIO
Bill Stone, Glenview Trust CIO, says that home improvement stocks like Lowe's, Home Depot, and Sherwin Williams are long-term value bets if the AI cycle cools. Meanwhile, AI memory stocks like Micron are worth watching closely for signs of outsized profits.

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