Charles’ Take: How Legacy Giants Like Walmart Are Winning the AI Race

Charles’ Take: How Legacy Giants Like Walmart Are Winning the AI Race

14:24 Feb 5, 2026
About this episode
Charles Payne is joined by Brian Mulberry, Senior Client Portfolio Manager at Zacks Investment Management, to discuss the surprising evolution of Walmart becoming a leading AI stock, the current market shift from software to hardware-intensive infrastructure, and why veteran companies like M-Core and Amphenol are finding new life in the data center boom. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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