Deere, industrial stocks could be the new AI winners. Here's why.

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Deere, industrial stocks could be the new AI winners. Here’s why.

Yahoo Finance Video and Brian Sozzi

Fri, February 27, 2026 at 2:30 AM GMT+9

In this video:

  •                                       StockStory Top Pick 
    

    NVDA

    -3.90%

 DE  

 -0.53%  

 

 

 XLI  

 -0.04%  

After strong commentary from Nvidia (NVDA) reinforced confidence in AI spending and broader economic resilience, investors are asking whether it’s time to rotate into industrial names.

Laffer Tengler Investments CEO and CIO Nancy Tengler joins Yahoo Finance Executive Editor Brian Sozzi — alongside Visible Alpha’s Melissa Otto — to explain why her firm is overweight on industrial stocks, highlighting farm equipment manufacturer Deere (DE) and other “old economy” companies pivoting to AI-driven productivity and subscription-style models.

To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

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