Episode
The Real AI Trade in 2026
- Podcast
- Dumb Money Live
- Published
- Jan 16, 2026
- Duration seconds
- 2653
- Processing state
not_requested- Canonical source
- https://dumbmoney.tv
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Summary
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.