Robotics, Health Tech, Defense: What to Watch at CES 2026
Schwab Network · Schwab Network
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Show Notes
Jed Ellerbroek previews CES 2026, focusing on robotics and health tech. He also sees defense as a bullish sector, highlighting Boeing (BA) and Transdigm (TDG), the latter being his favorite. While he doesn’t think that growth will happen at the same rate as 2025, he expects capex estimates to continue to increase.
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