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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.
Step inside Siemens Electronics Factory in Erlangen, Germany, where AI, robotics, the industrial metaverse, and digital twin technology are transforming advanced manufacturing. This exclusive factory tour showcases how these innovations address real-world challenges in the face of global competition, sustainability, and production efficiency.
The video explores how AI is being deployed across the factory floor, from robotic object recognition and automated picking systems using Simatic robot pick-AI, to quality improvements and process optimization. See how AI enables robots to identify unknown objects using 3D cameras, calculate optimal gripping points, and automate previously manual logistics tasks.
Discover the industrial metaverse and its role in creating precision digital twins of factory processes, machines, and entire production lines. Learn how Siemens uses these virtual models to test and optimize systems before physical implementation, enabling global collaboration, faster innovation, and significant cost savings. The factory demonstrates how digital twins allow engineers to design robotic lines, simulate material flow, and predict production outcomes virtually first.
Established in 1971, the Erlangen factory produces over a thousand product variants made-to-order, including industrial controllers, drives, and frequency converters. As Siemens' customer zero facility, it tests new automation and digitalization solutions in real-world operations before deploying them to customers worldwide. The video features insights from factory experts on how digital transformation, combined with culture and innovation, drives sustainable and competitive manufacturing for the future.
Experts:
• Julian Bräu, Project Manager Logistic Automation, Digital Industries, Motion Control, Siemens AG
• Velia Janetzky, Head of Digital Excellence Electronics Factory Erlangen, Digital Industries, Motion Control, Siemens AG
• Felix Keppner, Factory Lead Data Analytics, Digital Industries, Motion Control, Siemens AG
• Jan Niegsch, Factory Lead Processes, Digital Industries, Motion Control, Siemens AG
In this special video, ARK Invest CEO/CIO Cathie Wood addresses the recent volatility shaking global markets and the narratives driving investor anxiety.
From growing fears of an AI bubble and accelerating “SaaSpocalypse” reshaping traditional software models, to renewed questions around Bitcoin volatility and concerns about a broader stock market crash, Cathie breaks down what’s signal versus noise.
Our regular "In The Know" video will return next week alongside the jobs report.