What if the real AI opportunity in 2026 isn’t in the stocks everyone already owns?

In this episode, hosted by Michelle Martin, we explore whether the crowded “AI Builder” trade is reaching diminishing returns and where capital could rotate next.

Guest Raisah Rasid, Vice President, Global Market Strategist, JP Morgan Asset Management, maps out under-owned sectors quietly integrating AI for margin expansion.

We examine how traditionally low-margin industries could see profitability leap as automation scales.

With Trump’s global tariff rate rising from 10% to 15%, we unpack what Asia’s calm reaction - including the STI’s resilience - is signaling.

We also look at how investors can diversify away from mega-cap concentration without losing AI exposure.

Finally, we ask what contrarian AI view could define the rest of 2026.

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