Deep in the Australian bush, one coal mine nearly ground to a halt. And nobody saw it coming... Mines rely on vast networks of conveyor belts. These snake underground and across open terrain. And they move ore from extraction to processing.

Taking Industrial Automation to the Next Level By Joe Austin, senior analyst, Chaikin Analytics Deep in the Australian bush, one coal mine nearly ground to a halt. And nobody saw it coming... Mines rely on vast networks of conveyor belts. These snake underground and across open terrain. And they move ore from extraction to processing. If the belts stop, so does the mine. In this coal mine in Australia, that's exactly what was about to happen. AI-powered sensors on belt motors flagged something odd – a conveyor drive bearing was deteriorating faster than it should have been. The culprit was bearing fluting. That's when electrical current leaks through the bearing instead of flowing through the grounding system. It silently damages the bearing from the inside – until it's too late. A physical inspection might have spotted the wear, but it wouldn't have detected the urgency of the issue. The sensors did, however... They caught the problem early enough to trace it back to the grounding issue, fix it, and swap the bearing before the belt went down. As a result, the site avoided 10 hours of unplanned downtime and roughly $191,000 in lost production. More importantly, fixing the root cause (not just the symptom) extended bearing life and cut long-term maintenance costs. The sensors didn't save just a bearing – they saved the whole operation. This is part of a broader theme I've had my eye on... AI and machines are doing the work that people can't do – or doing it better. And a key concept is increasingly enabling this... Recommended Links: Massive 512,000-Line Data Leak Exposes Shocking AI Breakthrough Sixty-year Wall Street veteran and financial-technology pioneer Marc Chaikin recently reviewed a massive data leak inside one of the world's biggest AI labs. He discovered a hidden mechanism in the code that could create extraordinary wealth for savvy investors – and inflict grave financial hardships on everyone else. Click here for the full story. Rolling Blackouts Blackouts could soon rise by a factor of 100, according to the Department of Energy. And most investors have no idea what that means for their retirement. But Gabe Marshank – the energy-sector legend who famously made TWO $100 million trades in this exact space – says the opportunity on the other side of this crisis is the biggest he has seen in 25 years. In a rare interview, he didn't hold back. He said, "You're already in this trade – just on the losing side." Here's what you need to do today... The Foundation for Industrial AI I'm talking about the Internet of Things ("IoT"). And it has quietly become one of the defining technologies of our generation... Not long ago, a thermostat was just a thermostat. Today, it's a connected device sharing data with your phone, your HVAC system, and the cloud. ("HVAC" stands for heating, ventilation, and air conditioning.) The IoT is reshaping how people, machines, and processes communicate. Back in the early 1980s, programmers at Carnegie Mellon University rigged a campus Coca-Cola vending machine to the Internet. It allowed them to check if the drinks were cold before walking over. In 1999, Kevin Ashton at MIT gave the concept a name: the Internet of Things. He argued that machines shouldn't wait on humans to feed them data. People can be slow, distracted, and prone to errors. The idea was that if computers could gather information on their own and track the physical world in real time, we could eliminate waste... catch problems early... and know the state of everything – at all times. The Numbers Reflect This Shift According to industry research firm IoT Analytics, 18.6 billion devices were connected to the IoT in 2024. By 2030, that number is expected to grow to 39 billion. And it's expected to hit 55 billion by 2035. The IoT market generated nearly $550 billion in revenue in 2025. And it's projected to reach more than $865 billion by 2030. Industrial applications are driving much of that growth. The industrial IoT market – think sensors, connected machinery, and automated systems in factories – came in at almost $326 billion in 2025. By 2034, it's expected to nearly triple to about $945 billion. That's nearly double the growth rate of the broader IoT market. And it makes sense... Physical industries have the most to gain from machines that can sense, communicate, and act without human intervention. AI accelerates what those machines can do. And for companies selling into this market, AI is no longer a differentiator. It's a prerequisite. By 2030, nearly half of all industrial IoT revenues are expected to depend on AI. That's a fundamental shift in how factories, mines, and energy grids operate. And by some estimates, it could unlock up to $70 billion in new market value. The data backs that up... According to a 2025 survey of nearly 18,000 nonagricultural, private-sector firms, companies investing in AI alone saw a 10.4% productivity gain. And companies investing in the IoT alone saw a 6% decline. But the businesses that invested in both AI and the IoT together recorded a productivity increase of 18.9%. That's nearly double the AI-only gain. Increasingly, AI is being built into the sensors themselves. Until recently, most industrial sensors had no AI built in at all. That's changing – fast. Manufacturers are building AI directly into the sensors, gateways, and equipment on the factory floor. Instead of sending data to the cloud and waiting for a response, machines process information on the spot. Folks, we've seen this time and time again... Big AI names like Meta Platforms (META) and Microsoft (MSFT) get the bulk of the attention – and they face pressure to show that trillions of dollars in chatbot investments will yield results. But as I've said before – you don't have to chase the big names in AI infrastructure to find investing success with this megatrend. Instead, be on the lookout for companies using that AI infrastructure in innovative ways – like supercharging industrial automation. Good investing, Joe Austin   Editor's note: Right now, our founder Marc Chaikin is following a huge story in the AI space... In short, one of the world's most powerful and closely guarded AI labs just sprung a massive data leak – which exposed the source code of a piece of software that could change society forever. As Marc says, this could spark an incredible tech boom and impact $500 trillion in global wealth. Get the full story from Marc – and learn how he says to take advantage – right here. Market View Major Indexes and Notable Sectors     # Hld:     Bullish     Neutral       Bearish Dow 30 -0.63% 7 15 8 S&P 500 -0.31% 129 252 117 NASDAQ -0.12% 27 49 25 Small Caps -1.58% 634 939 291 Bonds -0.50%   Wireless Telecommunication Services +0.03% 1 10 9 — 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 Information Technology +6.39% Discretionary +1.29% Communication +0.75% Real Estate +0.00% Materials -0.14% Industrials -0.33% Staples -0.39% Health Care -0.87% Financial -1.11% Utilities -3.69% Energy -6.20% *  *  *  * Industry Focus Oil & Gas Equipment Services 21 12 0 Over the past 6 months, the Oil & Gas Equipment Services subsector (XES) has outperformed the S&P 500 by 44.03%. Its Power Bar ratio which measures future potential is Very Strong, with more Bullish than Bearish stocks. It is currently ranked #1 of 21 subsectors and has moved up 1 slots over the past week. Top Stocks FLOC Flowco Holdings Inc. FTI TechnipFMC plc HAL Halliburton Company *  *  *  * Top Movers Gainers DDOG +31.33% FTNT +20.03% AXON +10.63% VTRS +9.03% CRWD +8.04% Losers ZTS -21.50% TPR -12.30% TER -7.42% COHR -7.39% CIEN -6.59% *  *  *  * Earnings report Earnings Surprises LASR nLIGHT, Inc. Q1 $0.20 Beat by $0.12 CAI Caris Life Sciences, Inc. Q1 $0.00 Beat by $0.02 SHAK Shake Shack Inc. Q1 $0.00 Missed by $-0.12 DNOW DNOW Inc. Q1 $0.01 Missed by $-0.05 ACMR ACM Research, Inc. Q1 $0.34 Beat by $0.14 *  *  *  * You have received this e-mail as part of your subscription to PowerFeed. If you no longer want to receive e-mails from PowerFeed, click here. You're receiving this e-mail at ahmedwithnour@gmail.com. For questions about your account or to speak with customer service, call +1 (877) 697-6783 (U.S.), 9 a.m. - 5 p.m. Eastern time or e-mail info@chaikinanalytics.com. 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