Podcast
Rise of the Machines
Will Simpson and Greg Wise
February 13, 2026.
AI is disrupting markets and creating new winners and losers.
It felt like every industry with a whiff of “disruption risk” had a target on its back this week. Real estate, wealth managers, software, EM, even trucking — if there was a narrative that AI could possibly disrupt, the market jumped to conclusions. The U.S. had a tougher stretch overall this week, while globally it was a different story. TSX, EAFE, EM and especially Japan all put up solid gains.
There has been a rotation going on so far this year. Money is shifting out of the crowded growth trades and into steadier corners like staples, utilities and industrials, with value now outpacing growth in the S&P 500 by roughly 6% this year. Parts of tech tied to the AI enthusiasm continue to digest stretched expectations, and this morning’s slightly softer CPI reading nudged yields lower and gave global markets a bit of breathing room.
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