With AI companies—and related chip stocks—driving much of the market's performance this year, it's understandable that some investors are hesitant to put all their trust in a burgeoning industry, no matter how much momentum it seems to have. Fortunately, a number of non-AI stocks have stood out for their strong performance throughout the first part of 2026.
Companies like DaVita Inc. (NYSE: DVA), Franklin Resources Inc. (NYSE: BEN), and Archer Daniels Midland Co. (NYSE: ADM) have all returned more than 30% year to date (YTD) with minimal reliance on the drivers fueling AI stock performance. All of these companies also have factors that suggest momentum could continue, making them a potential diversification play for the rest of the year for those either concerned about an AI bubble or simply looking to diversify.
