Prial: Industrials are the ‘Key Growth Area’ for Years Ahead, Likes PATK, STRL & More

Nancy Prial sees multiple catalysts for broad market growth, including Fed policy. Industrials are “the key growth area” for the future and AI is the “next Industrial Revolution.” In megatrends she looks for the suppliers: in the gold rush, miners still needed to eat and buy tools, after all. She highlights Patrick Industries (PATK), Sterling Infrastructure (STRL), Cohu (COHU) and Exzeo (XZO).

Opening Bell With Nicole Petallides

04 Feb 2026

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