# Episode 65: You Can’t Spell Industrials Without “AI”

Page: https://stenobird.com/podcast/research-citi-6910073/episode-65-you-can-t-spell-industrials-without-ai
Text version: https://stenobird.com/podcast/research-citi-6910073/episode-65-you-can-t-spell-industrials-without-ai.md
Podcast: [Research @ Citi](https://stenobird.com/podcast/research-citi-6910073)
Published: 2026-02-12T20:59:07+00:00
Episode link: https://www.citigroup.com/global/insights/leadership/research-citi-podcasts1_0tin7hgo
Audio file: http://cdnapi.kaltura.com/p/2645261/sp/264526100/playManifest/entryId/1_0tin7hgo/flavorId/1_y7ljwlbl/protocol/http/format/url/a.mp3?clientTag=feed:1_ql5kimw7
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Duration seconds: 1379

## Resource

Anne Malone, North America Head of Research, sits down with Andrew Kaplowitz, Head of U.S. Industrials Research, to discuss themes shaping Industrials in 2026. The lead theme is AI, with capex growth permeating everything in the sector. But topics from the broadening thesis to M&A and U.S. federal policy are also attracting investor attention. This podcast contains thematic content and is not intended to be investment research, nor does it constitute financial, economic, legal, tax, or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information, and although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. Copyright 2026, Citigroup Global Markets, Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup, Inc. or its affiliates and are used and registered throughout the world.

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## Transcript

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