The Real AI Trade in 2026 - Dumb Money Live

What this episode covers

The AI trade most people are focused on is infrastructure. Chips. Data centers. Power. We think the more interesting opportunity is what comes next when AI quietly absorbs work and productivity shows up in earnings instead of headlines. Today on Dumb Money, we break down how to think about the real AI trade heading into 2026, where to look beyond the obvious names, and what actually matters once AI stops being a novelty and starts being normal.

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Frequently Asked Questions

How long is this episode of Dumb Money Live?

This episode is 44 minutes long.

When was this Dumb Money Live episode published?

This episode was published on January 16, 2026.

What is this episode about?

The AI trade most people are focused on is infrastructure. Chips. Data centers. Power. We think the more interesting opportunity is what comes next when AI quietly absorbs work and productivity shows up in earnings instead of headlines. Today on...

Can I download this Dumb Money Live episode?

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