The Fox News Rundown Extra: Kevin O’Leary On The Markets, "Marty Supreme," and the Rise of Sports Collectibles
Feb 21, 2026
Kevin O’Leary, businessman and Shark Tank star turned investor and occasional actor, discusses AI’s sweeping impact on markets and his bets in data centers and crypto. He explains the booming high-end collectibles market and his $100M-plus card collection. He also talks about his surprise acting role in Marty Supreme and his dream of playing an over-the-top Bond villain.
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Episode notes
AI Is A Cross-Sector Productivity Wave
- Kevin O'Leary says AI is being licensed across every economic sector and is already boosting productivity and margins.
- He expects broad, prolonged impact as industries adopt AI tools rather than build them in-house.
Bet Broadly And Favor Infrastructure
- O'Leary advises making multiple bets across AI providers rather than trying to pick a single winner.
- He prefers picks-and-shovels plays like data centers and infrastructure for diversified exposure.
Power Limits Will Shape AI Leadership
- O'Leary highlights electricity supply as a critical constraint for AI expansion and data centers.
- He contrasts China's rapid energy build-out with stagnation elsewhere, warning it affects AI leadership.