Colin Angle, Co-Founder of iRobot and CEO & Co-Founder of Familiar Machines & Magic, joins CG Senior Sustainability Analyst George Gianarikas to reflect on his decades-long journey in robotics. He discusses his early inspiration, formative years at MIT’s Artificial Insect Lab, and the serendipitous origins of iRobot. Angle shares key lessons from building robots that must deliver more value than they cost—principles that shaped products from space‑exploration prototypes to the Roomba. The conversation also explores the rise of physical AI, the promises and misconceptions of humanoid robots, and why emotional connection will define the next generation of robotics. Finally, Angle offers an intriguing preview of his new venture, designed to bring expressive, embodied AI into the home.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.

This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity.

The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.

This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.

Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.

Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.

Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

As the Trump administration enters the second year of the President’s nonconsecutive term and attention turns to the 2026 midterms, policy risk remains elevated in rhetoric but more limited in execution. In our conversation with Stephen Myrow, founder of Beacon Policy Advisors, we focus on separating political messaging from actionable policy at a time when that distinction matters most for investors. Stephen outlines the administration’s key priorities—affordability, tariffs, and energy—arguing that affordability is largely a messaging issue, tariffs remain central despite inflation risks, and energy policy is likely to lean further toward fossil fuel deregulation. We also discuss the midterm outlook, where a Democratic flip of the House appears likely and would constrain major policy change, while the Senate remains more evenly balanced. Finally, Stephen shares insights on longer-term themes including Fed independence, U.S.–China trade tensions, critical minerals, and healthcare policy risks heading into 2026.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.

This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity.

The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.

This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.

Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.

Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.

Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action

Driving Efficiency and Tackling Complexity Where it Matters Most

Barbara Humpton, CEO of USA Rare Earth, joins CG Senior Analyst of sustainability research George Gianarikas to share her extensive experience in leadership, technological advancement, and national security. From paving her way through education as a math major, to joining IBM to improve government efficiency and her previous role as President and CEO of Siemens USA, Humpton delves into her biggest takeaways and how they helped her develop her management strategy. The conversation also touches upon the role of USA Rare Earth in the midst of geopolitical conflict, how the company partners with and supports its customers, and what the future of rare earth mineral demand could look like. This podcast offers investors an inside look into the background of USA Rare Earth’s new CEO.

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Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com.

This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity.

The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.

This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.

Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.

Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.

Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action