报告举例称，梅赛德斯-奔驰集团正利用英伟达(NVDA.US)的Omniverse平台，对工厂进行"虚拟化改 造"，以尽量减少生产中断；而特斯拉(TSLA.US)在最新财报电话会上，也将机器人业务作为核心关注 点之一。 在产业链上游，分析师重点提及为机器人和物理AI提供底层支撑的软件与硬件厂商，包括台积电 (TSM.US)、三星电子以及英伟达等半导体与基础设施供应商。同时，执行具体物理动作的机器人硬件 与运动控制系统，以及为其提供能源基础的电池环节，也被视为关键组成部分，其中包括亿纬锂能 (300014)和宁德时代(03750)等厂商。 巴克莱还将部分企业归类为"赋能者"，即要么直接制造完整机器人系统，如特斯拉；要么通过技术与平 台塑造更广泛生态体系，如亚马逊(AMZN.US)。 物理AI的应用趋势已在大型物流和零售体系中显现。分析师指出，亚马逊目前在其履约网络中已部署 超过100万台机器人，但这一规模"很可能仍只是长期潜力的一小部分"。类似趋势也正在沃尔玛 (WMT.US)等大型零售商的运营体系中逐步展开，进一步印证机器人与自主机器市场的广阔前景。 巴克莱主题固定收益研究主管Zornitsa Todorova ...

Hello and welcome to Market Domination Overtime. Let's get to Yahoo Finance's Jared Blickery with all the trading action. Jared, >> thank you Josh.Uh photo finish for the majors here. Dow just ekking out a very, very small win. 32 points or about seven basis points.You can see the very choppy intraday action behind me there. Here's a Nasdaq Composite up a tiny bit more, 14 basis points and a very similar chart. And the S&P 500 uh finishing up onetenth of 1%.And let me just show you a year-to- date real quic ...

Core Viewpoint - Tesla is integrating xAI's Grok, an AI chatbot, into its vehicle infotainment systems across Europe, aiming to boost interest in its electric vehicles amidst declining sales [1] Group 1: Sales Performance - Tesla's electric vehicle sales in Europe have declined by 27%, despite a strong overall market for battery electric vehicles (BEVs), which accounted for 17.4% of the market in 2025 [2] - Competitor BYD has gained market share in Europe with more affordable EV models [2] Group 2: Brand Perception - The decline in Tesla's appeal is attributed to a lack of affordable new models and negative consumer sentiment linked to Elon Musk's political rhetoric and endorsements of controversial figures [3] Group 3: Technology Integration - Tesla is not alone in adding chatbot features; Volvo is also integrating a Google Gemini-based AI assistant into its vehicles [4] - Tesla invested $2 billion into xAI, which was later acquired by SpaceX, valuing the combined entity at $1.25 trillion [4] Group 4: Regulatory Concerns - Grok has faced regulatory scrutiny in multiple regions due to its ability to generate harmful content, including deepfake images and hate speech [5][6] - Concerns have been raised about Grok's safety features, particularly regarding access for minors and the potential for driver distraction [7][8] Group 5: Industry Standards - There is a lack of industry benchmarks and standards for chatbot technology in vehicles, raising questions about their effectiveness and impact on driving behavior [9]

Tesla, Inc.’s ( TSLA ) valuation premium remains undoubtedly anchored by the narrative around AI and autonomy. This was solidified by Tesla’s updated mission to “amazing abundance,” reflecting the company’s changeover to an autonomous future. The company’s decision toAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinio ...

Market Overview - Stocks showed a mixed performance with the Dow Jones Industrial Average up by about 18 basis points, NASDAQ Composite increasing by approximately 0.33%, and S&P 500 rising by 0.3% [2][4] - The Russell 2000 index also climbed into positive territory, reflecting a broader market recovery [3] - The bond market remained stable, with the 30-year T-bond yield down to 4.69% and the 10-year yield around 4.06% [3] Sector Performance - Financials led the large-cap sectors, with notable gains from JP Morgan (up 1.5%), Goldman Sachs, and American Express [4][8] - The technology sector saw mixed results, with Nvidia up nearly 2% and Apple rebounding by 3.76%, while Tesla and other mega-cap tech stocks faced declines [5][6] - Defensive sectors like staples, energy, and materials experienced losses of over 1% [4] Investment Sentiment - Investor sentiment is characterized as cautious, with a significant sector rotation observed from software to hardware and safer areas like materials and energy [10][11] - Small and mid-cap stocks are expected to show greater earnings growth compared to large caps, driven by AI infrastructure and other growth areas [18] BHP Financial Results - BHP reported a 22% increase in first-half profit, with copper now accounting for over 50% of its core earnings, indicating a strategic pivot towards copper production [33][34] - The company plans to increase copper production guidance for this year and next, capitalizing on strong copper prices [36] - BHP's operational performance remains robust, with record production and shipment in iron ore alongside copper growth [36][45] Copper Market Dynamics - The demand for copper is expected to grow significantly, driven by energy transition and digitization, with projections of a 70% increase over the next 25 years [38] - Supply challenges are anticipated due to lower grades and the complexity of new projects, enhancing the demand-supply dynamics for copper [39] Gold and Byproducts - BHP's copper deposits also yield significant byproducts, including gold, which contributed around $2 billion to earnings in the last half [41] - The company is actively seeking to unlock additional value from its portfolio, including a recent $4.3 billion silver stream agreement [42] Iron Ore Negotiations - BHP is engaged in tough negotiations with China's state-owned iron ore buyer but has managed to maintain strong production and price realization [45]

Group 1 - The technology sector experienced a general decline, with major stocks such as Tesla, Micron Technology, Google, Nvidia, and Meta all reporting significant drops in their share prices [2] - Tesla (TSLA.US) fell over 3%, while Micron Technology (MU.US) and Google (GOOG.US, GOOGL.US) both decreased by more than 2% [2] - Nvidia (NVDA.US) and Meta (META.US) saw declines of over 1% [2] Group 2 - The overall U.S. stock market also declined, with the Nasdaq Composite dropping over 0.8%, the S&P 500 falling more than 0.6%, and the Dow Jones Industrial Average decreasing by 0.5% [2]

Group 1: Nvidia - Nvidia's stock rose by 1.18% with a trading volume of $29.328 billion, following the announcement of a long-term agreement to sell millions of AI chips to Meta [1][10] - The agreement includes current Blackwell chips and upcoming Rubin AI chips, as well as standalone Grace and Vera processors [10][11] - Nvidia aims to target emerging fields such as AI agents and processors for everyday tech tasks, with Meta being one of its top four customers, accounting for 61% of its revenue in the last fiscal quarter [11] Group 2: Tesla - Tesla's stock fell by 1.63% with a trading volume of $24.061 billion, as it reported 14 accidents involving its autonomous taxis in Austin over eight months [12] - The accidents included property damage, minor injuries, and hospitalizations, with plans to expand services to seven more cities by mid-year [12] - The first accident occurred in July, initially reported as property damage, but later updated to include injuries [12] Group 3: Apple - Apple's stock increased by 3.17% with a trading volume of $15.209 billion, as reports emerged about the accelerated development of three new wearable devices [13] - The devices include smart glasses, a pendant that can be worn on clothing, and AirPods with enhanced AI capabilities, all centered around the Siri digital assistant [13] - Each product will integrate with Apple's iPhone and rely on a diverse camera system [13] Group 4: Micron Technology - Micron's stock decreased by 2.89% with a trading volume of $11.366 billion, as it plans to invest $200 billion to expand production capacity amid severe supply constraints in the storage industry [14] - The company is expanding its Boise facility by over 500 acres, which will include the construction of two new chip factories [14][15] - Micron's stock has surged over five times since April of last year, reaching approximately $414, with a market capitalization nearing $500 billion [15] Group 5: Other Companies - Berkshire Hathaway disclosed a reduction of 10,294,956 shares in Apple, bringing its total to 227,917,808 shares [14] - Amazon's stock rose by 1.19% with a trading volume of $13.585 billion, despite experiencing a nine-day decline that resulted in a market value loss of over $450 billion [14] - Lumentum's stock increased by 6.70% with a trading volume of $3.279 billion, being recognized as a key player in AI computing supply chains [16]

When a company tells you it's not what you think it is anymore, you should probably listen. That's the message Tesla (TSLA) delivered to investors during its fourth-quarter earnings call last month. The Austin-based electric vehicle (EV) maker is making a sharp pivot away from cars and toward artificial intelligence, robotics, and autonomous vehicles. More News from Barchart The timing seems odd. Tesla just reported its first-ever annual revenue decline, and vehicle deliveries dropped 8.6% in 2025. Yet ...

(Bloomberg) -- The market for AI-powered robots and autonomous machines has the potential to balloon into a trillion-dollar opportunity by 2035, orders of magnitude bigger than it is now, according to a team of Barclays analysts. Autonomous vehicles, which are already relatively advanced, will lead the way, followed by drones and then more complicated general-purpose humanoid robots, the analysts wrote in a report Tuesday titled “The Decade of the Robot.”  “Advances in brains, brawn and batteries are pushin ...

US stock market crashes today: Dow drops 114 points, S&P 500 and Nasdaq fall - The US stock market slipped Tuesday, with the Dow Jones Industrial Average falling 114.78 points to 49,386.15, the S&P 500 dropping 16.85 points to 6,819.32, and the Nasdaq Composite declining 78.52 points to 22,468.15. The losses came after a break for Presidents Day and marked continued weakness, with the Dow and S&P 500 now down in four of the past five weeks. Fresh concerns about artificial intelligence disrupting major indus ...