13 century-old stocks riding the AI boom episode artwork

EPISODE · Mar 26, 2026 · 16 MIN

13 century-old stocks riding the AI boom

from Ticker Take · host Jon Erlichman

Think old companies are boring? Think again! Investor Steve Rowles walks us through 13 century-old stocks that are quietly benefiting from the AI boom while delivering dividend growth. Discover which 13 established names are positioning themselves for tomorrow’s tech-driven economy. As always, this is not financial advice. Chapters: 0:00 Intro 0:24 What's old is new again! 0:49 Why Steve invests in old companies benefiting from AI. 1:30 How does he pick these stocks? 2:49 Stock 1 - GE Vernova (GEV) 3:41 Stock 2 - Constellation Energy (CEG) 4:25 Stock 3 - Freeport-McMoRan (FCX) 5:42 Stock 4 - Caterpillar (CAT) 6:46 Stock 5 - Eaton (ETN) 7:36 Stock 6 - AECOM (ACM) 8:34 Stock 7 - Vertiv (VRT) 9:30 Stock 8 - Schneider Electric (SU) 10:34 Stock 9 - Honeywell (HON) 12:04 Stock 10 - Siemens (SIE) 12:42 Stock 11 - JPMorgan Chase (JPM) 13:32 Stock 12 - Eli Lilly (LLY) 15:04 Stock 13 - Johnson & Johnson (JNJ) Our thanks to Steve Rowles for joining us on Ticker Take! Learn more about Steve here: https://wellington-altus.ca/advisor/steven-rowles/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #ai Learn more about your ad choices. Visit megaphone.fm/adchoices

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