Week of February 16, 2026
Amid a steady stream of global distractions — U.S. warships repositioning toward Iran, economic instability in Cuba, political uncertainty in the U.K., and the recent sharp collapse in cryptocurrencies that has called into question some long-held assumptions about their role as bona fide currencies — artificial intelligence continues its quiet advance. While headlines focus elsewhere, AI-enabled applications are being rapidly adopted across industries, delivering tangible productivity gains (including within firms such as Sigma Investment Counselors). This transformation is not theoretical or distant — it is unfolding in real time. Equity markets across the globe are increasingly reflecting the force of this accelerating technological revolution. Our Signals remain unchanged. Bob Bilkie, CFA
