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[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 views22 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 Apple says it will flag AI requests for Mac data after Meta's Muse draws complaints Exclusive-Anthropic warns government attitudes may hurt customer ties, IPO prospectus shows Nvidia and Musk's robotic big bets will test Anthropic's latest projections
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