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Is Chinese AI really a bargain, and is U.S. spend spiraling?
[Businessman analysis stock chart in crisis covid-19 for investment in stockmarket and finance business planning selective stock for Stockmarket crash and Financial crisis] primeimages/E+ via Getty Images Two widely accepted narratives abo…
German robotics startup RobCo hits $1B valuation: WSJ
[Young student of robotics working on project] nd3000/iStock via Getty Images German robotics startup RobCo has sold shares in a deal that values the company at more than $1 billion—double the level hit earlier this year—highlighting inves…
[Group of Identical Humanoid Robots Stands in Perfect Formation Inside Industrial Warehouse] EvgeniyShkolenko/iStock via Getty Images What if the prevailing investment thesis on the humanoid robot sector got turned on its head? The questio…
AI boom shields stocks from G7 bond bear market: Jefferies
[Trading charts background] da-kuk/E+ via Getty Images A sharp decline [https://seekingalpha.com/news/4648050-consumer-confidence-unexpectedly-declines-in-september] in U.S. consumer confidence signals an impending political rout for Repub…
JPMorgan's basket of consumer stocks vulnerable to agentic AI
[Cute red robotic AI head with antennas smiling on binary data surface among colorful AI speech bubbles representing digital chatbot communication technology] J Studios/DigitalVision via Getty Images The rise of agentic AI could disrupt a…
OpenAI pauses training of latest models after agents probed U.S. government sites
[AI growth Risk] wildpixel OpenAI (OpenAI) said it is pausing training of its latest AI models as more reports come in of AI agents gaining access to sensitive areas and behaving in unexpected ways. From the AP [https://seekingalpha.com/pr…
Yields bite, but 'smart money' still gorging on AI - Vanda
[Facebook Covers Sign At Menlo Park Headquarters] Justin Sullivan/Getty Images News "Equity (SPY [https://seekingalpha.com/symbol/SPY]) (QQQ [https://seekingalpha.com/symbol/QQQ]) positioning has de-risked meaningfully this week as higher…
Goldman Sachs expects U.S. hyperscaler capex to reach $1.4T by 2027
[Hyperscale AI Data Center Campus with Digital Network Analytics] Crovik Media/iStock via Getty Images Goldman Sachs expects U.S. hyperscalers to deploy $1.4T in capital in 2027 as artificial intelligence shifts from experimentation to imp…
[AI Hand Analyzing Financial Data Graphs for Business Strategy] J Studios President Donald Trump is canvassing the Truth Social community to come up with a more "elegant and accurate" description of machine intelligence. Trump posted urgin…
[AI powers big data analysis and automation workflows, showcasing neural networks and data streams for business. Artificial intelligence, machine learning, digital transformation and tech innovation.] NicoElNino Restoring the U.S.'s eroded…
AI-driven market momentum is vulnerable amid debt surge, BIS warns
[Close Up Image Of A Stock Market Graph] solarseven/iStock via Getty Images The Bank for International Settlements is warning that the artificial intelligence-driven equity rally is exhibiting growing vulnerabilities as investors increasin…
Wonder Deal, $240M Cash, and 31% Short Interest. A Short Squeeze Could Be Brewing in Serve Robotics Stock.
Businessman trading stock market on teblet screen by Nespix via iStock Serve Robotics (SERV) shares have tumbled roughly 20% since the autonomous delivery company lowered its 2026 revenue guidance on Aug. 6. The cut came despite quarterly…
Bridgewater’s Jensen says AI could kill people before action is taken
[Robotic Hand Reaching for Warning Alert Symbol with Digital Icons Representing Cybersecurity Threats and Data Protection Concepts in a Futuristic Setting] Blue Planet Studio/iStock via Getty Images Bridgewater's co-chief investment office…
[AI bubble concept. Human hand holding an AI chip inside a transparent bubbles, Fragile tech boom, speculation, rapid investment growth, hype, market panic risk for artificial intelligence technology.] Ole_CNX * President Trump dismissed c…
Next leg of AI trade hinges on monetization pace - HSBC
[Businessman touching the brain working of Artificial Intelligence ( AI ) Automation, Predictive analytics, Customer service AI-powered chatbot, analyze customer data, business and technology] Shutthiphong Chandaeng/iStock via Getty Images…
China's EV makers shift gears to focus on humanoids as car market slows
Chinese companies rushed into electric cars a decade ago, and now they are expanding into humanoid robots as the EV market sees a slowdown amid intense competition. While the commercial viability of humanoids has come under scrutiny, it ha…
The Zacks Analyst Blog Highlights FANUY, ABBNY, KYCCF, NVDA, ISRG, ILMN, NOVT, BOTZ, ROBO, ROBT and IBOT
For Immediate Release Chicago, IL – September 8, 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the…
[Utahns Protest Against Proposed Data Center At State Capitol] Natalie Behring/Getty Images News The data center boom is becoming a major issue in the upcoming midterm elections, with local communities pushing back on construction plans am…
Are Robots the New Normal? Bet on these ETFs to Invest in the Future
For decades, the dynamic between humans and robots was simple: rigid industrial arms locked inside safety cages, performing single repetitive assembly-line tasks. Today, that relationship has transformed dramatically, with robots now capab…
New York City bans AI use for students through 8th grade
[Banner full art image poster collage of anonym schoolgirl wear backpack read book artificial intelligence bubble alarm time] Deagreez/iStock via Getty Images New York City, the largest U.S. school district, is imposing a one-year moratori…
BOE chief warns G20 of AI threats to financial stability, equity markets
[Bank of England Monetary Policy Report Press Conference] Carl Court/Getty Images News Frontier artificial intelligence models pose a growing threat to financial stability, while the increased use of leverage in equity markets and stretche…
Why tech investors should track Senate race - RenMac
[Robotic hand pressing a keyboard on a laptop 3D rendering] Guillaume/iStock via Getty Images A striking technical pattern is emerging as midterm elections approach: the fate of artificial intelligence (AIQ [https://seekingalpha.com/symbol…
Can AI Help You Beat the Stock Market? The Answer May Surprise You
Quick Read Since 2017, AIEQ gained 100% while the S&P 500 returned nearly 200%, exposing AI stock-picking's persistent long-term underperformance. AMOM beat the S&P 500 by 7 points YTD, but true AI stock-picking ETFs charge up to 25x more…
Bill Gates seeks meeting with China’s Xi Jinping to discuss AI risks - report
[Bill Gates Appears For Closed Interview With House Oversight Committee Over Epstein Connections] Tom Brenner/Getty Images News Bill Gates is looking to meet Chinese President Xi Jinping tentatively in November this year to discuss proposa…
Semis vs. software trades as 'photographic negative' on AI moats - Goldman
[Stock Market Data] blackred/E+ via Getty Images The leveraged trading community has engineered a historic inverse trade that Goldman Sachs's Tony Pasquariello on Tuesday characterized as a "photographic negative." Prime brokerage data spa…
Hedge funds and mutual funds split on the AI trade - Goldman
[Futuristic robot analyzing falling stock market chart on dark background with red indicators and downward trend line representing global crisis. 3D Rendering] peshkov Hedge funds remain more exposed to the artificial intelligence trade th…
Fast track to the future: China's Humanoid Robot Games goes mainstream
[Autonomous AI Coding Agent Generating Complex Algorithms] imaginima/iStock via Getty Images The second World Humanoid Robot Games begin this weekend at Beijing's National Speed Skating Oval. The five-day event is scheduled to host 2,056 r…
Unitree soars in IPO, but just how ready is the humanoid robotics market?
[International Robot Exhibition Is Held] Tomohiro Ohsumi/Getty Images News China's robotics industry just got a big boost, with top humanoid robot maker Unitree surging more than fivefold in its stock market debut in Shanghai on Wednesday.…
Backflipping robot maker Unitree surges 542% in Shanghai trading debut
[Robot at the Center of Maze, Artificial Intelligence and Technology Concept] akinbostanci * Unitree Robotics shares opened 629% higher in their Shanghai trading debut on Wednesday after raising 6.1 billion yuan ($904 million), becoming th…
[Bitcoin Cryptocurrency concept] Olemedia/E+ via Getty Images For years, digital assets moved in near lockstep with global money supply expansions. However, while global money supply has continued its steady climb—recently surpassing a rec…
Unitree's IPO places a bright spotlight on the humanoid robot sector
[IPO Concept with Stock Market Graphs] Humanoid robot maker Unitree is expected to begin trading on Wednesday. The IPO subscription period set a record for demand on Shanghai's tech-focused STAR market. The Hangzhou-based company filed in…
US draft letter warns allies against joining China's AI framework: report
[AI US China Technology War] wildpixel The U.S. is preparing to tell dozens of countries they must pick sides in the artificial intelligence race with China, warning they will be excluded from a U.S.-led AI coalition if they also sign up…
Jane Street lost $15B in July after Situational Awareness meltdown: report
[Stock Sell-Off Wall Street Market Ticker Crash 3d Illustration] iQoncept/iStock via Getty Images Jane Street reportedly posted a roughly $15B loss last month after taking a hit from troubles at hedge fund Situational Awareness, which was…
'Big Short' investor Steve Eisman sees an Achilles heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic. The investor, best known for his bet against the housing market ahead of the globa…
The artificial intelligence (AI) sector currently remains one of the most powerful growth engines in the global equity market. Following years of rapid development, 2026 has brought both eye-popping rallies and localized corrections to AI-…