AI, Energy and Robotics

Published on October 7, 2026

In this month’s issue, AI, energy and robotics are creating new opportunities in emerging markets, but selectivity remains key as policy, cost and execution risks evolve.

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Monthly Stock Sector Outlook

October 7, 2026
Industrials are supported by increased capital spending in electricity capacity, construction around the artificial intelligence-related (AI) infrastructure buildout, defense, and energy, although higher costs and possible delays in data center construction could temper growth.

Softer Jobs Data Gives Fed Room to Pause

October 7, 2026
The latest employment report was softer on the headline numbers, but I thought the underlying details were quite constructive. Payroll growth came in below expectations and the prior two months were revised downward, yet labor-force participation increased and the workweek stabilized rather than declining as expected.