cd /news/artificial-intelligence/forget-the-mag-7-the-phase-2-ai-trad… · home › topics › artificial-intelligence › article
[ARTICLE · art-102730] src=ca.finance.yahoo.com ↗ pub= topic=artificial-intelligence verified=true sentiment=· neutral

Forget the Mag 7: The phase 2 AI trade is here

Academy Securities' Peter Tchir and Wall Street Alliance Group's Aadil Zaman, with host Kenny Polcari, discuss the shift toward production for security and how to hedge geopolitical risks using the energy sector, arguing that the real AI money is moving into phase 2 industrial beneficiaries.

read1 min views2 publishedAug 19, 2026
Forget the Mag 7: The phase 2 AI trade is here
Image: Ca (auto-discovered)

Host Kenny Polcari joins Academy Securities' Peter Tchir and Wall Street Alliance Group's Aadil Zaman to break down the shift toward production for security, how to hedge geopolitical risks using the energy sector, and why the real AI money is moving into phase 2 industrial beneficiaries.

source & further reading
ca.finance.yahoo.com — original article AI should be taken 'as seriously' as nuclear war: Rep. Casar demands OpenAI, Anthropic hearings Nvidia stock's deep discount creates a 'compelling opportunity,' BofA says Morning Bid: Bonds out, robots in
── more in #artificial-intelligence 4 stories · sorted by recency
── more on @kenny polcari 3 stories trending now
sponsored brought to you by zahid.host 4,200+ EU-deployed projects
reading about agents? ship yours in a single git push.

Run your AI side-project on zahid.host

EU-based hosting, git-push deploys, automatic HTTPS, no cold starts. Free tier with a custom domain — perfect for shipping the agent you just read about.

$git push zahid main
→ Live at https://your-agent.zahid.host ✓
Get free account → Pricing
from €0/mo · no card required
LIVE [news/forget-the-mag-7-the…] indexed:0 read:1min 2026-08-19 · —