AI Podcast Series Episode #1 | AI & IT

from Argus Research Monthly Outlook & Ideas Podcast · host Argus Research

This podcast version of our first episode of our 2026 Artificial Intelligence webinar series and is titled Artificial Intelligence & the Information Technology Sector. Argus Research’s President John Eade was joined by senior IT analysts Jim Kelleher, CFA, and Joe Bonner, CFA, for a discussion on Artificial Intelligence and the Information Technology sector. Jim and Joe broke down key AI trends shaping GPU providers, storage and networking companies, hyperscalers, and cybersecurity and enterprise software firms. This episode is part of Argus Research’s ongoing AI series, with future discussions expanding into Healthcare and Financials, Industrials and Utilities, and Consumer sectors.To register for the webinar or future events, please visit the Argus Research website and click on the “Register Here” icon that can be found under the “News & Media” header. If you have any problems registering, please contact us by calling (212) 425-7500.

Episode metadata supplied by the publisher feed · Published Feb 6, 2026

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AI Podcast Series Episode #1 | AI & IT

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