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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…
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…
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…
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…
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…
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…
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…
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…
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…
Alibaba-backed robot company seeks $3B value in new funding - Bloomberg
[3D Render: Portrait of Industrial Autonomous AI-Powered General Purpose Humanoid Robot at Distribution Center. Automated Fulfillment Warehouse. Industrial Automation with Artificial Intelligence] SweetBunFactory Chinese robotics startup D…
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.…
[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…
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…
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-…
Markets still underpricing AI’s hit to earnings, Apollo says
[Artificial intelligence, question mark, cognitive ability, digital brain, communication and connection of knowledge by technology, data, futuristic innovation] BeritK/iStock via Getty Images Apollo Global Management’s chief economist, Tor…
How Citadel’s Situational Awareness deal helped avert a $3T AI selloff
[bad day at wall street] franckreporter Ken Griffin’s Citadel has helped calm investor concerns over a sharp sell-off in global semiconductor stocks, which erased roughly $3T in value, given its decision to buy a significant portion of hed…
China warns of countermeasures after FCC restricts humanoid robot imports
[Super Military Robot of the China] Devrimb * Beijing warned of potential retaliation on Thursday as China’s commerce ministry criticized the U.S. Federal Communications Commission for ignoring its restrained stance on trade restrictions.…
Hyundai strike said to be first car factory stoppage over humanoid robots
[FIFA Museum Presented By Hyundai] Eugene Gologursky/Getty Images Entertainment Hyundai (HYMLF [https://seekingalpha.com/symbol/HYMLF]) workers' partial strike this week marks the first car factory stoppage addressing humanoid robots, _The…
Michael Burry criticizes AI's 'bad start,' warns of a 'parameter trap'
Astrid Stawiarz Famed investor Michael Burry on Friday voiced strong criticism of the current trajectory of AI development, arguing that the industry is caught in a fundamentally flawed approach. In a Substack note on his "Cassandra Unchai…
AI stocks now show signs of a bubble – Rockefeller International’s Ruchir Sharma
[AI text inside transparent bubble. Artificial Intelligence, quantum computing. Machine Learning Concepts. Abstract program code. Digital transformation and big data. Ai powered] The artificial intelligence sector (AIQ [https://seekingalph…
The AI whiplash: Momentum volatility hits 6-year high while S&P 500 sleeps
[AI stock market graph trading analysis investment financial, stock exchange financial forex graph stock market graph chart business crisis crash grow up profits win up trend server digital] panida wijitpanya A stark divergence has emerged…
Beyond Automotive: Healthcare Automation Drives the Next Leg for Robotics ETFs
While electric vehicles and tech giants like Tesla TSLA and Alphabet GOOGL dominate headlines in the robotics space, a powerful transformation has reached an inflection point in healthcare. Over the past decade, robotics in medicine has mo…
‘You have to understand the dominance of the AI theme’ – Evercore’s Julian Emanuel
[Abstract business graph of AI growth. market growth, analysis, and future projections.] MF3d Julian Emanuel, chief equity and quantitative strategist at Evercore, is urging investors to recognize the pervasive dominance of the AI theme ac…
'The tide is rising': Morgan Stanley doubles down on China's humanoid future
[AI humanoid robot offers a coffee cup and gives a thumbs-up gesture in a modern office or cafe setting. Concept of excellent automated service and quality. Digital assistant robot on a coffee break] Alones Creative Morgan Stanley Research…
These sectors are still returning cash to shareholders amid AI buildout needs – BofA
[Three stacks of coloured coins] Richard Drury As artificial intelligence capital expenditures continue to surge, a stark divide has emerged between technology giants strapped for cash and old economy sectors flush with returns for investo…
First Trust Nasdaq Artificial Intelligence and Robotics ETF declares quarterly distribution of $0.0094
* First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT [https://seekingalpha.com/symbol/ROBT]) - $0.0094 [https://www.ftportfolios.com/Retail/Etf/EtfSummary.aspx?Ticker=ROBT]. * Payable Jun 30; for shareholders of record Jun 2…
AI is ‘juicing up’ inflation, says Moody’s Mark Zandi
[AI brain help business easier on technology algorithm investing secure invest in stockmarket on money digital] primeimages/iStock via Getty Images Artificial intelligence is “juicing up” inflation rather than delivering the cost savings m…
Stock market would flounder if traders stripped out AI and energy trades – IBM’s Gary Cohn
[close up view of person professional hand navigating complex digital analytics and financial charts on high resolution tablet display] primeimages IBM Vice Chairman Gary Cohn warned that the stock market would be floundering this year if…
AI's luxury pricing may face its own DeepSeek moment, Deutsche Bank says
[AI Security System - Data Protection Concepts] Proprietary AI models may struggle to justify their pricing premiums as lower-cost open-weight alternatives rapidly narrow the performance gap, according to Deutsche Bank Research Institute.…
AI will not be immediately deflationary – MetLife’s Drew Matus
[Abstract Finance Technology Concept] koto_feja/iStock via Getty Images Artificial intelligence is currently having a slightly inflationary effect on the economy rather than the deflationary impact many expect, according to Drew Matus, chi…