The landscape of AI investing is undergoing a significant transformation, shifting focus from purely digital companies to physical infrastructure. This new phase emphasizes investments in data centers, chips, energy, and construction materials. Active ETFs are emerging as a crucial tool for investors to identify promising companies within this competitive and broadening AI market, leveraging detailed research to navigate risks and secure returns.
Meanwhile, regulatory efforts are advancing to address AI safety and privacy. Iowa lawmakers are progressing with HSB 647, a bill designed to make AI chatbots safer for children by mandating safety rules, including limits on personal information collection and age verification for minors. Concurrently, the Department of Homeland Security's expanded use of AI surveillance tools, including technologies from companies like Palantir, for tracking American citizens beyond borders, is raising significant concerns about potential overreach and the erosion of constitutional rights.
In the business sector, Portal26, an AI security startup, introduced its AI Value Realization module on February 6, 2026. This platform aims to help businesses convert generative AI use into tangible profits, addressing the common challenge of maximizing AI investments. Portal26 has successfully raised $15 million in funding to support its initiatives. Additionally, Perpetuals.com completed its BayesShield(TM) AI pilot program, demonstrating its ability to identify and filter out 92 percent of losing retail trades in the BTC-USD-PERP perpetual futures market, significantly improving risk management for traders.
However, the broader financial markets are experiencing volatility, with global stocks falling as investors unwind popular AI, crypto, and metals trades. Amazon's stock, for instance, saw a significant dip following its announcement of increased capital spending for AI infrastructure. This market shift is also influencing expectations for future interest rate cuts by the Federal Reserve. Furthermore, a concept called "Prompt Fidelity" highlights a limitation in AI agents: they often guess information when lacking real data, providing confident but not fully accurate results without disclosing the extent of their guesswork. To prepare for this evolving environment, PwC launched its "Learning Collective" program, training employees in 30 key skills, including 15 focused on AI fluency and simulation, alongside human-centric abilities.
Key Takeaways
- AI investing is shifting from digital companies to physical infrastructure, including data centers, chips, and energy.
- Iowa lawmakers are advancing a bill (HSB 647) to mandate safety rules for AI chatbots, requiring age verification for minors and limiting personal data collection.
- Portal26 launched its AI Value Realization module to help businesses improve returns from AI investments, having secured $15 million in funding.
- The Department of Homeland Security is expanding AI surveillance, utilizing tools from companies like Palantir, raising concerns about tracking American citizens domestically.
- A new concept, "Prompt Fidelity," reveals that AI agents often guess information when lacking verified data, presenting confident but potentially inaccurate results.
- Perpetuals.com's BayesShield(TM) AI pilot program successfully reduced losing retail trades by 92% in the BTC-USD-PERP perpetual futures market.
- Global stock markets experienced a selloff as investors pulled out of AI-related trades, with Amazon's stock falling due to increased AI infrastructure spending.
- PwC introduced the "Learning Collective" training program, focusing on 30 key skills, including 15 AI-centric and 15 human-centric abilities, to prepare employees for the AI era.
Active Investing Helps Navigate New AI Revolution
AI investing is changing from digital companies to physical infrastructure. This new phase focuses on data centers, chips, energy, and construction materials. Active ETFs can help investors find promising companies in this competitive area. These funds use detailed research to pick companies that can make money from AI growth. This approach helps investors get good returns and avoid risks in the broadening AI market, as discussed on February 6, 2026.
Active Investing Helps Navigate New AI Revolution
AI investing is changing from digital companies to physical infrastructure. This new phase focuses on data centers, chips, energy, and construction materials. Active ETFs can help investors find promising companies in this competitive area. These funds use detailed research to pick companies that can make money from AI growth. This approach helps investors get good returns and avoid risks in the broadening AI market, as discussed on February 6, 2026.
Iowa Bill Aims to Make AI Chatbots Safer for Children
Iowa lawmakers are moving forward with a bill to make AI chatbots safer for children. The bill, HSB 647, requires chatbot makers to add safety rules. These rules include limiting how much personal information is collected from minors. Chatbot creators must also verify the age of minors trying to buy a chatbot. Companies that do not follow these rules will face fines. The bill advanced out of a subcommittee on Thursday, February 5, 2026, and now goes to a committee for more review.
Portal26 Launches New Tool to Boost Company AI Profits
Portal26, an AI security startup, launched a new platform called the AI Value Realization module on February 6, 2026. This new tool helps businesses get better returns from their AI investments. Many companies struggle to turn generative AI use into real business profits. The module helps organizations make smart decisions about AI, improving how they use AI and reducing costs. Pakshi Rajan and Arti Raman from Portal26 state it helps predict and build high-impact AI uses. Portal26 has raised $15 million in funding.
DHS AI Surveillance Now Tracks Americans Beyond Borders
The Department of Homeland Security is using AI surveillance tools to track American citizens. These tools, like facial recognition and biometric scanning, were first meant for border control. This expansion, called "mission creep," raises concerns about government surveillance in daily life. DHS has invested millions in technologies from companies like Palantir, BI2 Technologies, and Clearview AI. Critics, including Senator Ron Wyden, warn this could lead to domestic political surveillance and harm constitutional rights. Policymakers must set clear limits and require warrants for biometric scans to prevent further overreach, as reported on February 6, 2026.
AI Agents Guess When They Lack Data
A new concept called "Prompt Fidelity" measures how much of a user's request an AI agent truly fulfills. The article explains that AI agents often guess information when they do not have access to real data. For example, Spotify's "Prompted Playlists" AI agent created a playlist but could not verify all user requests like song play counts or musical keys. This happens because AI agents have limited verified data, while user requests can be very specific. When an agent runs out of verified data, it uses its general knowledge to fill in the gaps, giving a confident but not fully accurate result. The main problem is that AI agents do not tell users how much of their request was based on real data versus guesswork, as discussed on February 6, 2026.
Perpetuals.com AI Tool Reduces Trading Losses by 92 Percent
Perpetuals.com, a financial technology company, successfully completed its BayesShield(TM) AI pilot program on February 6, 2026. The AI tool showed it could identify and filter out 92 percent of losing retail trades. This was proven by testing it against a full year of real trading data in the BTC-USD-PERP perpetual futures market. BayesShield(TM) aims to improve risk management and protect retail traders in digital and traditional markets. Perpetuals.com uses both blockchain and artificial intelligence and operates the Kronos X(R) exchange platform. The company provides financial market infrastructure from Frankfurt, Germany, and follows European regulations.
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Global Stocks Fall as AI Trades Unwind
Global stock markets slid for a third day as investors pulled out of popular AI, crypto, and metals trades. A tech-led selloff and many layoff announcements caused the S&P 500 to dip into negative territory for the year. Amazon's stock fell significantly after it announced a large increase in capital spending for AI infrastructure. This market shift made traders believe the Federal Reserve is more likely to cut interest rates soon. Silver, gold, and crypto prices dropped, while US Treasury yields and the yen showed strength.
PwC Trains Employees for the AI Future
PwC launched a new training program called the "Learning Collective" to prepare its employees for the AI era. The firm now focuses on "skills, not titles," emphasizing a portfolio of abilities for career growth. PwC introduced 30 key skills, including 15 focused on AI like AI fluency and simulation, and 15 human-centric skills such as critical thinking and empathy. The company also uses AI agents to provide direct feedback during training sessions. New programs aim to attract top engineering talent and expose junior staff to AI from their first day. PwC also reduced the number of offices where consulting associates can start their careers to encourage more collaboration.
Sources
- How Active Investing Can Unlock the Next Phase of the AI Investing Revolution
- How Active Investing Can Unlock the Next Phase of the AI Investing Revolution
- Bill regulating AI chatbots advancing at the Iowa Statehouse
- Portal26 targets weak enterprise AI returns with new Value Realization platform
- Mission Creep: AI Surveillance at DHS Crosses Dangerous Line Into Tracking Americans
- Prompt Fidelity: Measuring How Much of Your Intent an AI Agent Actually Executes
- Perpetuals.com (NASDAQ: PDC) Completes BayesShield(TM) AI Pilot Demonstrating Loss Reduction in Retail Trading
- No, the White House Should Not Take Up the Cause of AI Pessimism
- Crowded AI Trades Unravel As Global Stocks Slide Again
- PwC is rethinking how its employees learn for the AI era
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