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Wednesday, August 19, 2026
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Stephanie Link is buying this little-known play on the AI food chain. And it's cheap

First publishedAug 19, 16:49 UTC
Last updatedAug 19, 19:30 UTC · 8m ago
11 outletCNBC Top News
CNBC Top News7Stephanie Link is buying this little-known play on the AI food chain. And it's cheapOpen ↗
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Answer

A new position in my portfolio is Timken , a little-known 125-year-old maker of industrial bearings that is now an under-the-radar play on the booming automation and robotics market. The robotics market is catching an artificial intelligence tailwind that will take it to from $100 billion in revenue in 2025 to $2.5 trillion by 2035, according to JPMorgan.

Reported by 1 outlet — CNBC Top News. See all sources ↓

A new position in my portfolio is Timken , a little-known 125-year-old maker of industrial bearings that is now an under-the-radar play on the booming automation and robotics market. The robotics market is catching an artificial intelligence tailwind that will take it to from $100 billion in revenue in 2025 to $2.5 trillion by 2035, according to JPMorgan. Why I'm buying A less obvious link in the AI food chain The core business of North Canton, Ohio-based Timken is engineered bearings, which reduce friction between moving parts, along with a growing industrial-motion business that makes technology to control movement. Think: a robotic arm on a factory floor, an automated warehouse robot moving products, a wind turbine, or an airplane's landing wheels.

Read the full report at CNBC Top News ↗

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In brief
What's the story?
A new position in my portfolio is Timken , a little-known 125-year-old maker of industrial bearings that is now an under-the-radar play on the booming automation and robotics market. The robotics market is catching an artificial intelligence tailwind that will take it to from $100 billion in revenue in 2025 to $2.5 trillion by 2035, according to JPMorgan.
How widely is it covered?
1 outlet, average source rating 7.0/10.
When was it last updated?
8m ago.
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    Stephanie Link is buying this little-known play on the AI food chain. And it's cheap

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    CNBC Top News
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organizationNorth CantonorganizationOhio-based Timken
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Avg source rating 7.0/10
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