A Yahoo Finance article highlights that Wall Street analysts recommend investors focus on five "dividend aristocrat" stocks to build a defensive AI portfolio. These companies directly benefit from AI infrastructure development and boast stable dividend growth. Among them, Caterpillar (CAT) has surged 43% year-to-date in 2026, driven by demand for industrial generators and reciprocating engines for AI data centers. Emerson Electric (EMR), meanwhile, supports AI and power infrastructure construction by providing industrial automation and process control systems.