"AI" Already Shifted The Manufacturing Landscape

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Here’s something to consider… The swift rise of “AI” has already shifted the manufacturing landscape.

Our Chief Equity Strategist and Economist, John Blank, says that structural shift has major implications, for jobs, for products, and of course, for stocks.

1. How is “AI” shifting the U.S. manufacturing landscape?

2. Is this evidenced in specific economic data?

3. Should we be concerned by this?

4. So, because of this, what is the current state of manufacturing here?

5. What about the manufacturing labor force?

6. What does this do to the outlook for growth in manufacturing?

7. Then, the bottom line seems to be the manufacturing sector is technologically advanced. Is there a reason for optimism going forward?

8. What about U.S. manufacturing vs global manufacturing?

9. How does this impact manufacturing stocks, especially in light of the fact that in Q1-2026, 50% of S&P500 earnings growth comes from two supply-constrained “AI” chip companies: Nvidia (NVDA) and Micron (MU)?

10. Let’s take a closer look at those two chip companies, Nvidia, especially as it took the earnings spotlight this earnings season, and Micron, and we’ll add in leading technology company ABB (ABBNY).

Our Chief Equity Strategist and Economist, John Blank, on the shifting U.S. manufacturing landscape. With John, I’m Terry Ruffolo.

Video Length: 00:09:18