[2/17 20:00] SF Fed Daly "The AI Moment" Speech / HII and Path Robotics Physical AI Shipbuilding

AI News Flash for February 17, 2026 at 20:00 UTC. Topics: 1. SF Fed Daly "The AI Moment" Speech https://www.frbsf.org/news-and-media/speeches/mary-c-daly/2026/02/the-ai-moment-possibilities-productivity-and-policy/ 2. HII and Path Robotics Physical AI Shipbuilding https://hii.com/hii-teams-with-path-robotics-to-integrate-physical-ai-into-manned-and-unmanned-shipbuilding 3. Render Raises $100M for AI Agent Cloud https://www.pymnts.com/news/investment-tracker/2026/render-raises-100-million-to-build-cloud-tech-for-ai-agents/ 4. JPMorgan's "AI-Resilient" 19 Software Stocks https://finance.yahoo.com/news/jpmorgan-flags-ai-resilient-software-193032806.html