These Silicon 'Employees' Will Change Technology Forever
Today in the Chaikin PowerFeed, our friend Sean Michael Cummings is back... Regular readers are familiar with Sean. He's an analyst over at our corporate affiliate Stansberry Research. And here in the PowerFeed, we occasionally share insights from him – most recently last week regarding protecting yourself amid a "golden age of scamming."
Editor's note: Today in the Chaikin PowerFeed, our friend Sean Michael Cummings is back...
Regular readers are familiar with Sean. He's an analyst over at our corporate affiliate Stansberry Research. And here in the PowerFeed, we occasionally share insights from him – most recently last week regarding protecting yourself amid a "golden age of scamming."
Today's essay from Sean was originally published in yesterday's edition of Stansberry's free DailyWealth e-letter. In it, he explains how one AI tech is ushering in a "new era of computing in 2026." And he shares two related tailwinds to keep an eye on...
These Silicon 'Employees' Will Change Technology Forever
By Sean Michael Cummings, analyst, Stansberry Research
Around the world, folks are handing their digital keys over to robots...
Last month, AI developer Anthropic unveiled a new product: Claude Cowork. And it immediately took the web by storm...
At first glance, Cowork looks similar to most chatbots. But it does far more than simply answer questions.
Instead of responding to one prompt at a time, it can handle complicated, multistep tasks. It can organize and analyze desktop folders... create spreadsheets and reports using local files... and even execute tasks online.
All these functions require is a single simple-language command. That's a major step forward in consumer AI.
But Cowork comes with some major risks. A disclaimer on Anthropic's support website reads...
You control which local files Claude can access. Since Claude can read, write, and permanently delete these files, be cautious about granting access to sensitive information like financial documents, credentials, or personal records.
Despite the risks, Cowork is a glimpse into the future of technology – where AI takes charge of our digital lives.
That shift has sparked a "viral moment" for another AI agent... one that asks users for even more control.
It has already risen 185% through THREE major crashes... beat the S&P 500 Index last year, with less risk than stocks... and massively outperformed in the tariff crash. Now, with markets on a knife-edge, five senior experts from our corporate affiliate Stansberry Research are stepping forward with all the details of their No. 1 recommendation for 2026. Until midnight tonight, click here to learn more.
Fifty-year Wall Street legend Marc Chaikin called the 2022 bear market, the 2023 bank failures, the 2020 crash, and the 2025 tariff tantrum – all in advance. In light of the recent volatility, he's now stepping forward to warn of a "violent market shift" headed straight for U.S. stocks in early 2026. Here's how to prepare.
Claude Cowork already requires a high level of trust. But some AI agents take privileges even further...
Take OpenClaw, created by Australian developer Peter Steinberger. It's an open-source AI agent that uses a "gateway" to connect AI models like Claude and ChatGPT to apps and services already on that device.
Once installed, OpenClaw has full access to your digital life. It acts less like a chatbot and more like a robotic "employee." You can message it any time through apps like iMessage and WhatsApp. And if it has permission, it can carry out almost any task you assign.
Even more striking, it can write its own plug-ins. That means if OpenClaw can't perform a certain task, you can ask it to write new code so it can. That means the only real limitation is the user's imagination.
One early adopter connected OpenClaw to his home security camera with a simple request. The results show just how powerful these agents are becoming...
AI agents like Claude Cowork and OpenClaw aren't consumer fads. They represent a watershed moment in technology. We're seeing an entirely new consumer category of autonomous AI agents emerge.
It's likely that more consumers and businesses will "hand over the keys" as this technology evolves.
Two Important Tailwinds for Investors to Watch
AI agents only work if users trust them. But today, few guardrails exist to keep users safe.
That creates demand for security layers designed specifically for autonomous AI agents. That's a boon for cybersecurity companies, who will play a critical role in making this shift safe.
Because of its unique chip design, Apple Silicon can run AI tasks faster and more efficiently than competing chips. That's why OpenClaw adopters are largely running it on Mac minis.
As more AI agents move directly onto personal devices, this efficiency advantage will become increasingly important.
In short, AI agents are bringing a new era of computing in 2026...
Claude Cowork and OpenClaw aren't just new tools – they represent a new way people interact with their devices.
And this shift is only getting started.
Good investing,
Sean Michael Cummings Editor's note: It's your last chance to get the details on Stansberry Research's "Game Plan 2026"...
In short, it's part of a way to access all of Stansberry's top buys – in one place. This "ultimate portfolio" beat the S&P 500 Index with less risk last year... and delivered 185% returns through three major crashes.
— According to the Chaikin Power Bar, Small Cap stocks and Large Cap stocks are Bullish. Major indexes are mixed.
* * * *
Sector Tracker
Sector movement over the last 5 days
Consumer Staples
+2.08%
Industrials
+1.92%
Energy
+1.69%
Communication
+1.61%
Financial
+1.16%
Consumer Discretionary
-0.29%
Information Technology
-0.56%
Utilities
-0.58%
Real Estate
-0.63%
Materials
-0.76%
Health Care
-1.52%
* * * *
Industry Focus
Insurance Services
13
34
7
Over the past 6 months, the Insurance subsector (KIE) has underperformed the S&P 500 by -6.56%. However, its Power Bar ratio, which measures future potential, is Strong, with more Bullish than Bearish stocks. It is currently ranked #15 of 21 subsectors and has moved up 2 slots over the past week.
Top Stocks
ACGL
Arch Capital Group L
HIG
The Hartford Insuran
AIZ
Assurant, Inc.
* * * *
Top Movers
Gainers
SNDK
+15.44%
CCL
+8.09%
WDC
+7.99%
NCLH
+7.65%
ODFL
+7.47%
Losers
HOOD
-9.62%
DIS
-7.4%
EQT
-5.16%
OKE
-4.89%
AXON
-4.88%
* * * *
Earnings Report
Earnings Surprises
SPG Simon Property Group, Inc.
Q4
$0.90
Missed by $-1.07
WWD Woodward, Inc.
Q1
$2.17
Beat by $0.52
TER Teradyne, Inc.
Q4
$1.80
Beat by $0.42
PLTR Palantir Technologies Inc.
Q4
$0.25
Beat by $0.02
IDXX IDEXX Laboratories, Inc.
Q4
$3.08
Beat by $0.14
* * * *
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