Everyone’s watching tech but the next big deals may be industrial

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Forget chatbots, here’s where AI is really going to make strides in 2026.

In this episode of Stocks in Translation, The Futurum Group Daniel Newman joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to break down where enterprise AI is really making money. Newman highlights top beneficiaries like Nvidia (NVDA), Salesforce (CRM), ServiceNow (NOW), Workday (WDAY), and IBM (IBM), and explains how AI is reshaping healthcare, defense, and SaaS, plus what investors should watch in 2026.

Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here: https://finance.yahoo.com/videos/series/stocks-in-translation/
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