Name: Diez: Investing in Companies That ‘Make Things’ Avoids AI Risk & Benefits from AI Capex
Uploaded: 2026-02-17T17:14:31.142-06:00
Duration: 8 min 3 s
Description: Carlos Diez spotlights the stocks and sectors he’s watching this year. He likes companies that “make things,” arguing that these will be the least disrupted by AI, and will in fact see a boost from AI capex. Some of the names he’s watching include Argan (AGX) and Powell Industries (POWL), which he describes as strong fundamentally with a lot of upside opportunity.

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Carlos Diez spotlights the stocks and sectors he’s watching this year. He likes companies that “make things,” arguing that these will be the least disrupted by AI, and will in fact see a boost from AI capex. Some of the names he’s watching include Argan (AGX) and Powell Industries (POWL), which he describes as strong fundamentally with a lot of upside opportunity.

Diez: Investing in Companies That ‘Make Things’ Avoids AI Risk & Benefits from AI Capex

Expert commentary about top moving stocks, sectors, and commodities, along with CEO and analyst interviews.