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Nitin Sacheti examines the AI trade saying there are tangential segments of the global economy that will benefit from continued expansion.
Nitin highlights the energy stocks as a group to watch as the demand for fueling AI data centers will come with a demand for more energy. He adds that some of the recent AI trade run-up can be pointed to Anthropic's Claude, with Mag 7 names like Alphabet (GOOGL) looking to keep up.
Segment originally aired Thursday, April 30, 2026.
Palantir was built to make hidden data visible.
Now the people who helped build that infrastructure are asking whether it has crossed from national security into something far darker.
🧠 Former Palantir employees are reportedly questioning the company’s political and ethical direction in stark terms.
🛰️ Palantir’s platforms sit inside government, military, immigration, and public-sector systems where data becomes operational power.
🚨 Internal concerns intensified after deadly incidents connected to systems and agencies using Palantir-linked infrastructure.
🗂️ Employees asking basic accountability questions were met with disappearing Slack conversations, NDAs, and limited transparency.
⚖️ The deeper issue is no longer just surveillance — it is whether technical systems are being used to normalize state violence.
📉 Palantir’s valuation assumes extraordinary long-term dominance, even as internal dissent raises questions about talent, trust, and execution risk.
🏛️ The company now faces a structural choice: remain a technical institution, or become an ideological filter for state power.
This is a warning about what happens when surveillance infrastructure stops being treated as a tool and starts becoming a worldview.
When engineers begin asking whether they are building safeguards or weapons, the crisis is no longer external — it is inside the codebase.
Morgan Stanley managing director Kathy Entwistle and The Lonski Group President John Lonski discuss AI spending and Netflix's potential deal with Warner Bros.
Dan Niles, founder of Niles Investment Management, offers a measured view of the stock sell-off driven by concerns over AI disruption, saying companies perceived as linked to OpenAI were caught up in an unsustainable wave of speculative buying.
In this week’s episode of ETF Spotlight, Jacob Hemmer, Chief Investment Officer at SRH Funds, breaks down the strategy behind the SRH Funds US Quality GARP ETF (SRHQ) and where he sees real growth opportunities in 2026.
Goldman Sachs Research's Ryan Hammond explains how AI disruption is creating large sector rotations even as equities continue to move higher.
This episode was recorded on February 11, 2026.
Jennifer Bender, Global Chief Investment strategist at State Street Investment Management, discusses State Street's 2026 “Six Grey Swans" report, highlighting plausible but underpriced risks that could reshape markets. Topping the list is the risk that artificial intelligence fails to grow as much as expected due to various constraints.
Derek Yan with KraneShares talks about his firm's Artificial Intelligence & Technology ETF (AGIX), which includes pre-IPO companies like Anthropic and xAI. He argues the ETF makes it easier for investors to access the private market space and get ahead of public market debuts KraneShares expects to outperform. Derek later talks about how you can identify future winners in the evolving tech landscape.
Segment originally aired Thursday, February 11, 2026.
On the February episode of ITK, ARK CEO/CIO Cathie Wood explains why recent market volatility may be driven more by algorithmic selling than fundamentals and why she believes AI represents the biggest opportunity of our lifetime. She discusses the shift from one-size-fits-all software-as-a-service (SaaS) to agentic AI platforms, how accelerating productivity could challenge conventional inflation assumptions, and why Bitcoin’s long-term supply dynamics remain intact.
There’s an AI stock that just delivered blowout earnings, saw data center revenue explode, and is becoming a critical part of global AI infrastructure — yet the market just punished it with one of its worst selloffs in nearly a decade.
In this video, we break down what’s really happening behind the scenes, why the long-term fundamentals remain strong, and why this recent pullback could represent a rare long-term buying opportunity for patient investors.
